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.

Jennifer Whitehead is a financial advisor with Edward Jones in Port Arthur, TX, holding Series 66 and Series 63 licenses and having 13 years of industry experience. She has been with Edward Jones since 2014. Whitehead serves on the board of directors for the Samaritan Counseling Center of Southeast Texas, participating in quarterly meetings focused on fundraising and community engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated services such as a trust company and securities-based lending.

Logan King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides clients with personalized wealth management strategies that reflect a comprehensive understanding of their financial situation and priorities. Logan leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients’ financial lives. Logan’s expertise includes education planning, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to tailor portfolios, build long-term relationships, and construct financial models aimed at helping them navigate market volatility and transition smoothly through different life stages. Logan is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He holds a bachelor's degree from Lamar University and is a member of the Coastal Conservation Association. Outside of his professional work, Logan has interests in basketball, camping, cooking, fishing, football, golfing, hunting, spending time with family, traveling, and watching movies.

Russell Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience assisting clients with managing concentrated stock positions and navigating transition events such as retirement, inheritance, or the sale of a business. He also provides access to Bank of America Private Bank trust and estate planning services, along with credit, lending, and banking conveniences. Russell works collaboratively with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. Russell regularly speaks at seminars and dinners where he educates individuals about Social Security filing and holistic wealth planning, aiming to reduce the stress and confusion clients may experience. He is a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Houston System. Russell is involved with professional and community organizations such as the Boy Scouts of America, Exchange Club of America, and the Investment and Wealth Institute™. He enjoys adventure sports, boating, fishing, running, scuba diving, skiing, skydiving, and spending time with his family. He is a proud Eagle Scout and values service to others. As a native Texan who has lived in various parts of the United States, he appreciates the diversity and strengths found across the country.

Damon Davis is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes over 17 years within Wells Fargo entities, spanning roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns D&D Enterprise, a non-investment related business in Beaumont, Texas. 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 tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

John Dixon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He worked at UBS Financial Services for 39 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves on the finance committee of First Christian Church in Port Arthur, Texas. 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 includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many large institutional advisers.

Charles Heare is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Ameriprise in 2025, he spent 20 years at UBS Financial Services. He serves as treasurer on the board of directors for SOST and is an elder in his local Reformed Presbyterian Church. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, serving clients with significant investable assets.

Clarke Baker is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Stifel since 2023. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he is a member of the Three Rivers Council Executive Board and serves on advisory boards related to youth and camp safety initiatives. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Heather Frederick is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses. She has five years of industry experience and has been affiliated with Primerica Financial Services since 2007. Outside of advising, she is involved in sales of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies supported by third-party managers and facilitates trade execution and custody through established financial institutions.

Mike Persia is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Ameriprise in 2024. Outside of his advisory role, he owns MP3 Operations LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Ryan Harkey is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. He has held roles at firms including Avantax and 1st Global Advisors and serves as managing shareholder of two CPA firms, FMW, P.C. and Funchess, Mills, White & Co., P.C., which provide accounting and tax services. Harkey is actively involved in his community as President of the Three Rivers Council of the Boy Scouts of America and serves as a board member of a nonprofit preschool. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

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.

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.

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.

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.

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.