John Mathews is a financial advisor with Merrill in Beaumont, TX, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has worked at Merrill since 1980 and is also associated with Bank of America since 2009. Outside of advising, he serves as general partner and managing member of several personal estate management entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, integrating strategic asset allocation and tax-aware options.

Robert M. Core is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Joan Hebert is a financial advisor with Merrill in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Merrill since 1984 and has been associated with Bank of America since 2009. Outside of her advisory role, she is a general partner and manager of Cassabear Holding LLC, a for-profit LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Oxner is a Series 66-licensed financial advisor with Cetera, based in Beaumont, TX, with three years of industry experience. She previously worked at Avantax Investment Services and has a background in accounting, operating her own CPA firm, Karen Oxner CPA PLLC, where she provides tax and business consulting services. Outside of her advisory role, she serves on the Stewardship Team at Calvary Baptist Church, assisting with the church’s budgeting and financial reviews. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers across discretionary and non-discretionary platforms.

Wendy Nobles is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brent Wyble is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones and Sabine Universal Products, Inc. prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Montalbano is a financial advisor at Edward Jones in Beaumont, TX, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Christopher Davis is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing from 2021 to 2026 and Bank of America, N.A. from 2015 to 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of planning areas, offering clients a choice in implementing advice through brokerage or advisory programs.

Haylea Breed is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel, she worked at Aflac and held various roles including positions in education and employment services. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Catherine McLarty is a financial advisor with LPL Financial based in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior roles include positions at Neches Federal Credit Union, Shell Federal Credit Union, and CUNA Brokerage Services, Inc. She is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Taylor Fertitta is a Senior Financial Advisor at Merrill Lynch Wealth Management, working as part of the Mathews Group. He is focused on relationship management, building financial strategies, creating custom managed investment portfolios, and enhancing client experience through technology. Raised in Beaumont, Texas, Taylor draws on his background as a former collegiate student-athlete to emphasize teamwork and clear roles in delivering services. His expertise includes retirement planning, investment consulting, legacy planning, tax minimization, liquidity management, and other areas relevant to wealth management. He is also recognized for his contributions on national calls about maintaining client satisfaction through proactive outreach. Taylor holds a Bachelor's degree from Washington State University and holds the Personal Investment Advisor (PIA) designation. He is involved in community activities including Habitat for Humanity and the HolySpirit Catholic School football team. Outside of work, he enjoys boating, bowling, cooking, dancing, fishing, football, golfing, hunting, traveling, and watching movies.

Willie Brown is a financial advisor with Edward Jones in Beaumont, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998 and was previously associated with A.L. Williams starting in 1986. He also holds an inactive real estate license. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ketty Uruena Polo is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Action Restoration, Inc. and Carnival Corporation & PLC. In addition to her advisory role, she is employed part-time at H&R Block, providing tax preparation services on weekends. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach incorporates investment research and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies within a defined investment universe.

Kevin Malouf is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining UBS in 2026, Malouf worked at Wells Fargo Advisors and Wells Fargo Bank, and also has experience in education and funeral home services. 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 plans that address clients’ goals and risk tolerances.

Daron Edwards is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 14 years of experience in wealth management and financial advising, including twelve years at Morgan Stanley where he also served as a Branch Manager. Daron brings more than 35 years of overall business experience to his role. He primarily works with high-net-worth individuals and families, focusing on comprehensive wealth planning, retirement strategies, disciplined investment management, portfolio construction, and generational planning. Daron also serves business owners and entrepreneurs by providing business-transition planning and access to customized lending and liquidity solutions that address complex financial needs. Daron holds the Personal Investment Advisor (PIA) designation. He is a native Texan from Austin and attended Austin Community College without earning a degree. He holds a High School Diploma from Westlake High School. Since 2014, he has lived in Beaumont, Texas, with his wife Lee Ann and their two adult children, enjoying time with family, watching movies, and staying active.

Ryan Citrano is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He is based in Beaumont, Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Robert Bacon is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America, and Merrill prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them.

Aimee Daigle is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Edward Jones, LPL Financial Services, and Northwestern Mutual Investment Services. Daigle serves on the Board of Directors for Junior Achievement of the Golden Triangle. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create structured recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dustin Albanese is a Series 66-licensed financial advisor at Stifel with 18 years of industry experience. He previously worked at Bank of America and Merrill, spanning over 16 years at Merrill and 14 years at Bank of America. Outside of his advisory role, he is involved in home building through Albanese Builders, LLC. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Casey Blankenship is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Primerica Advisors in 2022, Casey worked at Primerica Financial Services and has experience with Cust-o-Fab and Metalforms, Ltd. Outside of financial advising, Casey works as a tax preparer with The Numbers Team on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices and offers a range of strategic investment models, including recent additions focused on cryptocurrency exchange-traded funds.