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 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.

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.

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.

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.

Tina Lombardo is a financial advisor with Edward Jones in Beaumont, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward D. Jones & Co., L.P. for 31 years. Outside of her advisory work, she is involved in oil and gas enterprises through Ballard Energy and ETX Energy. 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 large national network of financial advisors. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products under a fiduciary standard.

Marcus Dickerson is a financial advisor with Cetera in Beaumont, Texas, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles with Avantax Advisory Services, 1st Global Advisors, and Funchess, Mills, White & Co., PC. He serves as co-president of the Texas Tech Alumni Association Beaumont Chapter and volunteers on the Financial Resources Committee at Beaumont's First Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, 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 money managers across various program structures.

Shannon Soileau is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. Since joining Merrill Lynch in 2011, he focuses on a goals-based wealth management process, leveraging global resources and current technology to assist clients in pursuing personalized financial lifestyles. Shannon works closely with high net worth clients, their families, and businesses to address a wide range of priorities, including estate planning, investments, tax minimization strategies, wealth transfer, and retirement income, tailoring approaches to fit individual circumstances. Prior to his career in financial services, Shannon earned a Bachelor's Degree in Business Administration with a major in Accounting from McNeese State University and worked six years in public accounting, maintaining his CPA license. He integrates his accounting background into his advisory services and collaborates with a Bank of America Wealth Management Lending Officer to provide clients with home financing solutions as part of their overall financial strategies. Shannon holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Shannon has been involved in community service through participation in church committees at Crestwood Baptist Church and other charitable organizations. He has also coached youth sports for twenty years. He resides in Lumberton, Texas with his wife, Shelia, and their four daughters. Shannon’s personal interests include fishing, hunting, and traveling.

Kevin Bohm is a financial advisor at Edward Jones in Beaumont, TX, with 15 years of industry experience. He holds a Series 66 designation and 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 wide range of advisory programs and investment strategies supported by a national network of more than 23,000 financial advisors.

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.