John Ceravolo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ross Jones is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 12 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lori Thompson is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at McClelland Samuel Fehnel & Busch LLP for nine years and was a homemaker for two years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Xavier Feyaerts is a Financial Advisor with the Belaire Bruce Group at Merrill Lynch Wealth Management. He joined the team in 2025 and focuses on helping clients with college education planning, family wealth management strategies, legacy planning, personal retirement planning, as well as socially responsible and values-based investing, including ESG investing. Xavier integrates a global perspective into his financial guidance, leveraging his international background to assist clients in making confident financial decisions. Originally from Belgium, Xavier holds a Bachelor of Business Administration and a Master of Business Administration from Lamar University. He is a Personal Investment Advisor (PIA) and speaks Dutch, French, and English. Before joining Merrill Lynch, he gained experience in real estate and insurance, where he supported organizational growth and process improvements. Xavier resides in Beaumont, Texas, and has interests that include biking, golfing, music, pickleball, swimming, tennis, and watching movies. He emphasizes building relationships and providing thoughtful financial guidance tailored to individual and family needs.

Craig Vandegrift is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans and portfolio management.

Deryl Mcgallion is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, N.A., and Wells Fargo Clearing. 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, including specialized areas such as business-owner transition and sports and entertainment planning.

Tina Lombardo is a financial advisor with Edward Jones in Beaumont, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward D. Jones & Co., L.P. for 31 years. Outside of her advisory work, she is involved in oil and gas enterprises through Ballard Energy and ETX Energy. 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 large national network of financial advisors. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products under a fiduciary standard.

Darrell Champagne is a financial advisor with Edward Jones in Lumberton, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers additional services such as trust company capabilities and securities-based lending.

Marcus Dickerson is a financial advisor with Cetera in Beaumont, Texas, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles with Avantax Advisory Services, 1st Global Advisors, and Funchess, Mills, White & Co., PC. He serves as co-president of the Texas Tech Alumni Association Beaumont Chapter and volunteers on the Financial Resources Committee at Beaumont's First Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, 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 money managers across various program structures.

Shannon Soileau is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. Since joining Merrill Lynch in 2011, he focuses on a goals-based wealth management process, leveraging global resources and current technology to assist clients in pursuing personalized financial lifestyles. Shannon works closely with high net worth clients, their families, and businesses to address a wide range of priorities, including estate planning, investments, tax minimization strategies, wealth transfer, and retirement income, tailoring approaches to fit individual circumstances. Prior to his career in financial services, Shannon earned a Bachelor's Degree in Business Administration with a major in Accounting from McNeese State University and worked six years in public accounting, maintaining his CPA license. He integrates his accounting background into his advisory services and collaborates with a Bank of America Wealth Management Lending Officer to provide clients with home financing solutions as part of their overall financial strategies. Shannon holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Shannon has been involved in community service through participation in church committees at Crestwood Baptist Church and other charitable organizations. He has also coached youth sports for twenty years. He resides in Lumberton, Texas with his wife, Shelia, and their four daughters. Shannon’s personal interests include fishing, hunting, and traveling.

Kimberly Long is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options, 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 large network of financial advisors and branch offices nationwide.

Alice Holcomb is a financial advisor at UBS Financial Services in Beaumont, TX, with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1981. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad array of capital markets solutions.

Craig J. Belaire is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1997. In his role, Craig focuses on helping clients define their financial goals and objectives, specializing in areas such as managing new wealth, portfolio management services, small business strategies, tax minimization, and retirement income. Craig earned a Bachelor of Science degree in Accounting from McNeese State University and a Master of Business Administration from Lamar University. Before joining Merrill Lynch, he worked as a Certified Public Accountant with a large electric utility company in the Gulf Coast region. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His past civic activities include serving as a Councilmember for the City of Nederland, President of the Nederland Economic Development Corporation, President of the Nederland Independent School District Board of Trustees, Director of the International Rotary Club of Nederland, Board Member of the YMCA of Port Arthur, and Alumnus Advisor of the Theta-Rho Chapter of Kappa Sigma Fraternity. Additionally, he has contributed to projects with Habitat for Humanity. Craig enjoys hobbies such as sailing, fishing, baseball, boating, music, photography, and traveling. He resides in Beaumont, Texas with his wife Jackie.

Chelsea Hooker is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and 183 FIT. Hooker has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Jason Fuller is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds Series 63 and Series 66 licenses and is based in Beaumont, TX. Outside of his advisory role, Fuller serves as Treasurer and Secretary of Orso D'Oro LLC, an entity established to manage ownership of his office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large nationwide network of advisors and branch offices.

Heather Cravy is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2014 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Joe Stegall is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Brandon Thomas is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Stifel in 2023. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which provides asset allocation and planning analyses to support client decisions.

Stephen Cornwell is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he is the proprietor of Cornwell Sons Enterprises, LLC, a charter boat rental business operated by his three sons in the Austin, Texas area. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

Richard Gagne is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Raymond James Financial Services Advisors, LexAurum Advisors, and running his own firm, Richard Gagne & Associates, since 1973. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, enabling advisors to implement various model portfolios, third-party managers, or bespoke strategies.