Stephen Cherewaty Jr. is a financial advisor at NewEdge Advisors with a Series 65 credential. He has one year of industry experience and previously worked at Signtag Corporation, Northwest Innovation Resource Center, Bureau Veritas North America, and Blue Origin. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services and utilizes multiple program structures with a focus on centralized due diligence and technology-supported advisory solutions.

Michael Jordan is a financial advisor at NewEdge Advisors with Series 63 and Series 65 credentials and three years of industry experience. In addition to his advisory role, he is a CPA and partner at Cavett, Turner & Wyble, LLP, an accounting firm in Beaumont, Texas, where he has worked for eight years. Prior to joining NewEdge Advisors, he spent three years with Raymond James Financial Services Advisors, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including AI in certain operations, to support advisor and client needs.

Jordan Godeaux is a financial advisor with Eagle Strategies (NY Life) based in Beaumont, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Echo Maintenance, Turn2 Specialty Companies, Southwestern Farms, ACME Truck Lines, and Cardinal Moving. Outside of advisory work, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored solutions and manages a majority of its assets on a non-discretionary basis, particularly in relationships with institutional plan sponsors within the New York Life affiliate structure.

Jeffrey Cavett is a Series 65-licensed advisor with NewEdge Advisors who has been in the financial industry for over 14 years. Prior to joining NewEdge Advisors, he worked at Cavett, Turner & Wyble LLC for 14 years. He is based in Beaumont, TX. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers various investment programs combining in-house and third-party manager selection, supported by technology tools and centralized due diligence.

Michael Broussard is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of advising, he is a shareholder in Pollans & Cohen, P.C., a CPA firm providing tax compliance, bookkeeping, audits, and business consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Ramon Sanchez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Bank of America and Merrill for twelve years. Outside of his advisory role, he is the sole owner of an unrelated business venture. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jadon Ellender is a Series 66–licensed financial advisor with Edward Jones in Nederland, TX, where he has worked since 2015. He has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Catherine Griffin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, and Massachusetts Mutual Life Insurance. Before entering the financial sector, she was employed by independent school districts in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, with an extensive national network of financial advisors and branch offices.

Jana Uribe is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. Her background includes roles at Avantax Advisory Services and Avantax Investment Services Inc., in addition to operating her own CPA firm, Pollans & Cohen, P.C., where she serves as president. Uribe is involved in several nonprofit and community organizations, including serving as treasurer for Child Abuse & Beyond Inc. and Storybook Rescues Inc., and as business manager for Veritas Classical Academy. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, providing a multi-manager platform with discretionary and non-discretionary options, and reports substantial assets under management.

Jennifer Burtsfield is a financial advisor with LPL Financial in Orange, Texas, holding Series 63 and Series 65 registrations and having 26 years of industry experience. Her career includes 14 years with Wells Fargo Advisors and 11 years with Wells Fargo Clearing before joining LPL Financial. She serves as co-trustee for a 401(k) plan and is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Olin Clotiaux is a financial advisor with Edward Jones in Port Neches, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a nationwide network of more than 23,000 advisors.

Daniel Williams Jr. is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Primerica Advisors since 2017. Outside of his advisory role, he is a partner in a tech company, Hawara, LLC, and owns a personal currency trading business, Green Bow Capital Management, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Daniel Hickey is a financial advisor at Cetera with 13 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Merrill, Wells Fargo Clearing, and Hancock Whitney Bank. Outside of his advisory work, he is a 50% owner of a rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Jennifer Whitehead is a financial advisor with Edward Jones in Port Arthur, TX, holding Series 66 and Series 63 licenses and having 13 years of industry experience. She has been with Edward Jones since 2014. Whitehead serves on the board of directors for the Samaritan Counseling Center of Southeast Texas, participating in quarterly meetings focused on fundraising and community engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated services such as a trust company and securities-based lending.

Bryan Burtsfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include 14 years at Wells Fargo Advisors, four years at Wells Fargo Clearing, and six years with A. G. Edwards & Sons, Inc. He is a co-trustee for a 401(k) plan and has ownership in a financial services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Karen Collier is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Damon Davis is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes over 17 years within Wells Fargo entities, spanning roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns D&D Enterprise, a non-investment related business in Beaumont, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Charles Heare is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Ameriprise in 2025, he spent 20 years at UBS Financial Services. He serves as treasurer on the board of directors for SOST and is an elder in his local Reformed Presbyterian Church. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, serving clients with significant investable assets.

Mike Persia is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Ameriprise in 2024. Outside of his advisory role, he owns MP3 Operations LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Harkey is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. He has held roles at firms including Avantax and 1st Global Advisors and serves as managing shareholder of two CPA firms, FMW, P.C. and Funchess, Mills, White & Co., P.C., which provide accounting and tax services. Harkey is actively involved in his community as President of the Three Rivers Council of the Boy Scouts of America and serves as a board member of a nonprofit preschool. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.