Connor Manuel is a financial advisor at Edward Jones in Groves, TX, with one year of industry experience. Prior to joining Edward Jones, he worked at Power Home Remodeling LLC for two years and Hays City Store for six years. He holds the Series 66 designation. 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.

Matthew Borel is a financial advisor with LPL Financial in Port Arthur, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked for CUNA Mutual Life Insurance Society and Cuna Brokerage Services for 19 years. In addition to his advisory role, he is involved with Five Point Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Ashley Carter is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2024, Ashley worked for UBS Financial Services from 2012 to 2024. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Kyle Reid is a financial advisor at Ameriprise Financial Services, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2019 to 2026. Outside of his advisory role, he serves on the Board of Directors for the Symphony of Southeast Texas. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax‑aware withdrawal strategies.

Peyton Jones is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Texas Bullion Exchange. Outside of finance, he has experience in the restaurant industry with Pappas Restaurants and Pappasitos. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Peter Simon is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He also serves as a board member and secretary of the Southeast Texas Chapter of the Texas Society of CPAs and sits on the board of the Beaumont Public School Foundation. Simon has a background in accounting and tax services, working as a CPA and shareholder at Edgar, Kiker & Cross PC since 2014. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

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.

Thomas Goth is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 17 years. Goth is also the owner of TGG Operations LLC, a retail business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, point-in-time recommendations through a centralized consulting team.

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.

Terry Whiddon is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes long-term roles with Avantax and ownership of Whiddon Harkey Wealth Management, LLC. Outside of advising, he serves on the board of directors for Baptist Hospitals of Southeast Texas and is president of a local CPA firm, FMW, P.C. Cetera Investment Advisers LLC is a large SEC-registered adviser providing services through a nationwide network of independent advisors to individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and financial planning solutions with access to multiple program structures and third-party managers.

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.

Joshua Le Blanc is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He is also a managing member and affiliate advisor at EKC Advisors, PLLC, and serves as a shareholder and vice president at Edgar, Kiker & Cross, PC, a CPA firm. Le Blanc holds several leadership roles within the Texas Society of CPAs, including Secretary of the Executive Board and Treasurer Elect, and participates in multiple professional committees and community organizations. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio and advisory options, serving over 800,000 clients through a network of more than 10,000 advisors.

Donovan Weldon II is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Cetera in Beaumont, TX. His prior roles include positions at Avantax Advisory Services and EKC Advisors, LLP. He serves as a board member of The Giving Couch, a Christian nonprofit focused on biblical education and inspirational testimonies. Cetera Investment Advisers LLC is a nationwide platform serving individual and institutional clients with a range of portfolio management and retirement services. The firm offers various program structures, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Jeremy Saba is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Outside of his advisory role, he owns and manages JBS Operations LLC and Q5 Operations LLC, which support his Ameriprise business, and has interests in several real estate and equipment-related ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

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.