Andrew Speece is a Series 65-licensed financial advisor with First Command Advisory Services in Vidor, TX. He joined the firm in 2026 and has prior experience working at Ecovyst, Veolia WTS, and Valspar. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions handled by a centralized Investment Management Team and Wealth Portfolio Managers using a selection of model portfolios and third-party managers.

Stephen Cherewaty Jr. is a financial advisor with NewEdge Advisors holding a Series 65 credential. He has one year of experience in the industry and has 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 investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies with a focus on centralized due diligence and technology integration.

Marioreen Gibson is a financial advisor with OSAIC Institutions, Inc. in Beaumont, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Cuna Mutual Group, LPL Financial, and CUSO Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services delivered through customized engagements. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, offering both advisory and brokerage solutions through a large network of investment adviser representatives.

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 two years of industry experience. He holds Series 63 and Series 65 licenses and also serves as a CPA partner at Cavett, Turner & Wyble, LLP, an accounting firm in Beaumont, TX. His prior work includes positions at Raymond James Financial Services Advisors, Inc. and Nazur & Vernon, CPAs. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jordan Godeaux is a financial advisor with Eagle Strategies (NY Life) based in Beaumont, TX. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory duties, he is also engaged as an insurance broker, appointed with various outside carriers for brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jeffrey Cavett is a financial advisor with NewEdge Advisors, holding a Series 65 designation. He has 14 years of industry experience, including a long tenure at Cavett, Turner & Wyble LLC before joining NewEdge Advisors and its Lone Star Partners division. 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 advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

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.

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.

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.

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.

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.