Bradford Klein is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Ameriprise in 2024. Outside of advising, Klein is involved in several business ventures including co-ownership of companies focused on real estate and farm and ranch equipment. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to produce tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Samuel Watters is a CFP®-credentialed financial advisor with 32 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services for 22 years. Watters serves as a board member for the nonprofit Paper for Water, attending quarterly meetings and participating in discussions. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Paul Pabich is a financial advisor at Primerica Advisors in Beaumont, TX, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the US Air Force from 2009 to 2020. Outside of his advisory role, he is a part-owner of Pabich Rotating Room, a non-investment related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure.

Jennifer Castillo is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2025, she worked at UBS Financial Services from 2014 to 2025. She is also the owner of JLC Organization LLC, which manages her Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimberly Simon is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Avantax Advisory Services and 1st GLOBAL CAPITAL CORP., among other firms. She is also an affiliated advisor at EKC Advisors, PLLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Benjamin Stansbury is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Third Coast Bank for eight years and has experience with the Nederland Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Walling Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of advisors and branch offices.

Derek Fountain is a financial advisor at Edward Jones in Orange, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 strategies supported by a large network of advisors and branch offices.

Cynthia Mims is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Investment Centers of America, Merrill, and Citigroup Global Markets. Cynthia is based in Orange, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Andrew Hallo is a financial advisor with Primerica Advisors in Beaumont, TX. He holds Series 63 and Series 65 licenses and has prior experience at Georgia Pacific and the Texas Army National Guard. Hallo has been with Primerica Financial Services and PFS Investments Inc. since 2025 and 2026, respectively. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Tyler Falcon is a financial advisor with Edward Jones in Orange, Texas, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at United Rentals Fluid Solutions. He serves as Vice President of the Peewee division for Bridge City Little League, where he organizes team rosters and communicates rules and regulations to coaches. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glenn Mcwherter Sr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.

Jason Dickerson is a financial advisor with Cetera, holding a Series 66 credential and over 10 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Capital Corp. He is a partner in The Dickerson Group, a marketing entity, and serves as co-president of the Texas Tech Alumni Association in Beaumont, where he organizes local chapter events. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create customized strategies across various program structures and custodial relationships.

Omar Bitar is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Outside of his advisory role, Bitar is involved in managing business operations through ownership interests in entities such as OKB Operations LLC and Q5 Operations LLC, as well as an aviation-related venture, Geaux Horns LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a research-driven, model-based approach to deliver non-discretionary recommendations, combining tax-smart strategies and adaptive withdrawal planning within a broad range of advisory, brokerage, and insurance solutions.

Thomas Flocke is a financial advisor with Primerica Advisors in Nederland, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. His other business activities include sales of investment-related products and part-time referrals of home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Charles Heare is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Ameriprise since 2025 and previously spent eight years at UBS Financial Services and five years with Jackson National Life Distributors LLC. He serves as treasurer for his neighborhood association, Calder Place 1929, managing funds for community events. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cynthia Davis is a Series 66 credentialed financial advisor with six years at Edward Jones and a total of 23 years of industry experience, including a 17-year tenure at Lauren G Brooks & Associates PC. She is based in Orange, Texas. Outside of her advisory work, she is a member of Davis Honey Farm LLC, an apiary business located in Vidor, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Mackenzie La Haye is a financial advisor with Edward Jones in Nederland, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, La Haye worked at FB Taylor Insurance for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Stephen Fleming is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2004 in Port Arthur, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Scott King is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Classic Acura from 2016 to 2017. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.