Daniel Hickey is a financial advisor at Cetera with 13 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Merrill, Wells Fargo Clearing, and Hancock Whitney Bank. Outside of his advisory work, he is a 50% owner of a rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Violetta Propps is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. Her prior roles include positions at Merrill, Bank of America, and CUSO Financial Services. She is also involved with DuGood Federal Credit Union, where she has worked for five years. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining both discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

Scott Jones is the Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in financial services in 1994 and joined Merrill Lynch Wealth Management in 1998. Scott works as part of the Hebert/Jones Team, focusing on portfolio management and retirement planning services tailored to each client's objectives and concerns. Prior to joining Merrill Lynch, Scott worked as a trust officer at Frost Bank in Galveston, Texas. His expertise includes college education planning, managing new wealth, personal retirement planning, and retirement income strategies. Scott holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) credential. Scott earned a bachelor's degree in finance from Lamar University and a master's degree from the University of Houston–Clear Lake. He has lived in Lumberton, Texas for over twenty years. Outside of his professional work, he enjoys fishing, gardening, and spending time with his family.

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 and having four years of industry experience. She has been affiliated with Primerica Financial Services since 2007 and has also spent time as a homemaker. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

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.

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 bringing 26 years of industry experience. Prior to joining LPL Financial in 2022, he worked for CUNA Mutual Life Insurance Society and Cuna Brokerage Services, Inc. for 19 years. He is also involved with Five Point Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and technology-driven 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.