Visa Robison is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has held prior positions at Hancock Whitney Bank, Prosperity Private, Raymond James Financial Services, PNC Investments, and BBVA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options under discretionary and non-discretionary authorities.

John Parker is a financial advisor at Edward Jones in Lumberton, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 18 years with Edward Jones since 2008. His other activities include managing a rental property inherited from a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kayla Weeks is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill Lynch. Outside of her advisory role, she is the owner-operator of TX Real Holdings LLC, a real estate investment venture. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Timothy Holt is a financial advisor at UBS Financial Services with 26 years of industry experience. He has worked at UBS since 2002 and previously at Dean Witter Reynolds starting in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Mary Bruce Helson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the firm for over 22 years, focusing on managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Mary holds a Bachelor's degree from The University of Texas at Austin. She has earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Prior to joining Merrill Lynch Wealth Management, she worked as a financial analyst at a large credit union. Mary is originally from Orange, Texas, and currently resides in Beaumont, Texas.

Jacob Yentzen is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held roles at Code Red Safety and United Rentals. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Shannah Quinn is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at J. Lawton Consulting and Heartland Bank. 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 and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors and branch offices.

Matthew Childress is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he spent 15 years at Curtis Oilfield Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of 23,701 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Mc Cabe is a financial advisor at Edward Jones in Beaumont, TX, holding a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 following a 12-year tenure at Universal Coin & Bullion. 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 network of approximately 23,701 financial advisors nationwide.

Sherry Travis is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients identify and prioritize their financial goals by creating dynamic, individualized financial plans that align with their investment personalities and long-term objectives. Her areas of expertise include college education planning, family wealth management, retirement income strategies, portfolio management, tax minimization, and services tailored to endowments, foundations, non-profits, small businesses, and women and wealth. Sherry holds a Bachelor's Degree from Lamar University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She emphasizes a client-centered approach by engaging in thoughtful dialogue to fully understand what matters most to each individual. Committed to community involvement, Sherry volunteers with local organizations, reflecting the Merrill tradition of service. Outside of her professional role, Sherry enjoys camping, cooking, gardening, hiking, music, photography, reading, singing, traveling, and spending time with her family. She values building strong relationships with her clients and views helping them achieve their financial and personal goals as the most rewarding aspect of her work.

Laurie Mathews is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial industry since 1996 and began her career with Merrill in 1999. Laurie provides personalized wealth management advice and guidance to families, focusing on a consultative and comprehensive approach to understand their unique financial situations and goals. Her expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Laurie assists clients with college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® designation and is a Personal Investment Advisor. Laurie earned a Bachelor's Degree from Lamar University. In addition to her professional work, Laurie enjoys cooking, hiking, traveling, and spending time with her family.

Natasha Ukani is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and Southern Glazers Wine and Spirits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Kathryn Fuller is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2016, totaling nine years of industry experience. Prior to joining Edward Jones, she was involved with KWF Development for twelve years. Outside of her advisory work, she is the managing member of Orso D'oro, LLC, an entity established to own her office building. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, and manages over $1 trillion in assets through a broad network of advisors and branch offices nationwide.