Amanda Hale is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including PNC Investments, BBVA Securities, and Compass Bank. Outside of her advisory role, she serves as President of the board for Family Services of Southeast Texas and is a children’s book author. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports as part of a centralized retirement-income consulting service.

Andrea Smalley is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Edward Jones and USAA. Outside of her advisory work, she owns a TikTok shop selling beauty and pet products. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Trenton Scott is a financial advisor at Edward Jones in Port Arthur, TX, with 10 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2015. Outside of his advisory role, he established Crawfish to Go LLC, a crawfish delivery business, although the venture has not yet been active. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Morgan Endicott is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2021. His prior experience includes roles at JPMorgan Chase Bank, First Convenience Bank, and JC Penney. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Samuel Watters Jr. is a Series 66 licensed advisor with 22 years of industry experience, currently with OSAIC since 2024 and previously with Burgoon Company since 2002. He is also involved in life insurance and fixed annuity sales through Watters Financial Group and holds part ownership in climate-controlled storage and U-Haul rental businesses operated by his wife. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Damon Tedford is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Deirdre Fields is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her work history includes roles at C. Doornbos Inc., Magnolia Business Services, May & Company LLP, Chick-fil-A Vicksburg, and District Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Robert Jones is a Series 66 licensed financial advisor with Edward Jones in Port Arthur, TX. He has one year of industry experience and previously served as a part-time pastor at Calvary Baptist Church for 15 years. Outside of his advisory role, he continues to work as a part-time minister. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Roger Burman is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 22 years. Additionally, he operates a sole proprietorship selling and servicing traditional fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated advisory and brokerage services with a range of investment options and employs various tools and third-party platforms to support portfolio construction and management.

Samuel Watters is a CFP®-credentialed financial advisor with 32 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services for 22 years. Watters serves as a board member for the nonprofit Paper for Water, attending quarterly meetings and participating in discussions. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Benjamin Stansbury is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Third Coast Bank for eight years and has experience with the Nederland Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Walling Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of advisors and branch offices.

Derek Fountain is a financial advisor at Edward Jones in Orange, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Cynthia Mims is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Investment Centers of America, Merrill, and Citigroup Global Markets. Cynthia is based in Orange, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Tyler Falcon is a financial advisor with Edward Jones in Orange, Texas, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at United Rentals Fluid Solutions. He serves as Vice President of the Peewee division for Bridge City Little League, where he organizes team rosters and communicates rules and regulations to coaches. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glenn Mcwherter Sr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.

Cynthia Davis is a Series 66 credentialed financial advisor with six years at Edward Jones and a total of 23 years of industry experience, including a 17-year tenure at Lauren G Brooks & Associates PC. She is based in Orange, Texas. Outside of her advisory work, she is a member of Davis Honey Farm LLC, an apiary business located in Vidor, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Mackenzie La Haye is a financial advisor with Edward Jones in Nederland, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, La Haye worked at FB Taylor Insurance for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Stephen Fleming is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2004 in Port Arthur, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Scott King is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Classic Acura from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.