Marioreen Gibson is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has 36 years of industry experience. Her prior roles include positions at Rave Credit Union, CUSO Financial Services, LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, and UBS Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Brian Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked with Jonathan Roberts Advisory Group, J.W. Cole Financial, Inc., and MCCLELLAND SAMUEL & FEHNEL, LLP. Outside of advising, he is a partner at a non-investment related CPA firm, MCCLELLAND SAMUEL FEHNEL & BUSCH LLP. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and custodial platforms, providing both discretionary and non-discretionary account management.

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.

David Thomas is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for ten years. Outside of his advisory role, he serves as President and Treasurer of the L/H Scholarship Program Inc., which grants scholarships to graduating seniors from Woodrow Wilson High School in Dallas, TX. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Scott Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of his advisory work, he serves as Treasurer for the Boys Haven of America charity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Eric Winzer is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles across mortgage and automotive industries, including positions at Willow Bend Mortgage and Mac Haik Ford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of advisory programs under a fiduciary standard.

Ethan Walter is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Ethan earned his Bachelor's Degree from Lamar University. His role involves providing financial advice and investment guidance to clients.

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.

Sharon Kemp is a financial advisor at Merrill with Series 63 and Series 66 designations and 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Mc Anelley is a financial advisor with Merrill in Beaumont, TX, holding Series 63 and Series 66 securities licenses and bringing 25 years of industry experience. She has been with Merrill Lynch since 2000 and also has experience at Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Jones is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for eleven years at Liberty Independent School District. Outside of her advisory role, she has served as a high school counselor for Liberty ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.

Violetta Propps is a financial advisor with LPL Financial in Beaumont, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at DuGood Federal Credit Union, CUSO Financial Services, Bank of America, Merrill, and Allstate Insurance. She is also involved with DuGood Wealth Management, a related business. 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 financial planning and investment solutions, supported by model portfolios, third-party subadvisors, and technology tools.

Scott Jones is the Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in financial services in 1994 and joined Merrill Lynch Wealth Management in 1998. Scott works as part of the Hebert/Jones Team, focusing on portfolio management and retirement planning services tailored to each client's objectives and concerns. Prior to joining Merrill Lynch, Scott worked as a trust officer at Frost Bank in Galveston, Texas. His expertise includes college education planning, managing new wealth, personal retirement planning, and retirement income strategies. Scott holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) credential. Scott earned a bachelor's degree in finance from Lamar University and a master's degree from the University of Houston–Clear Lake. He has lived in Lumberton, Texas for over twenty years. Outside of his professional work, he enjoys fishing, gardening, and spending time with his family.

Jack Montalbano is a financial advisor with Edward Jones in Beaumont, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at Men's Wearhouse, Wickland Express Company, Northwestern Mutual, and engaged in activities related to JW's Patio and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a significant national presence with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Christopher H Ohmstede is a financial advisor with UBS Financial Services in Beaumont, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets services through its platform.