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.

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.

Darrell Champagne is a financial advisor with Edward Jones in Lumberton, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers additional services such as trust company capabilities and securities-based lending.

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.

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.

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.

Kimberly Long is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options, 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 large network of financial advisors and branch offices nationwide.

Alice Holcomb is a financial advisor at UBS Financial Services in Beaumont, TX, with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1981. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad array of capital markets solutions.

Jon Williams is a financial advisor at LPL Financial with 15 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Morgan Stanley for three years. He holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and operational technology.

Craig J. Belaire is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1997. In his role, Craig focuses on helping clients define their financial goals and objectives, specializing in areas such as managing new wealth, portfolio management services, small business strategies, tax minimization, and retirement income. Craig earned a Bachelor of Science degree in Accounting from McNeese State University and a Master of Business Administration from Lamar University. Before joining Merrill Lynch, he worked as a Certified Public Accountant with a large electric utility company in the Gulf Coast region. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His past civic activities include serving as a Councilmember for the City of Nederland, President of the Nederland Economic Development Corporation, President of the Nederland Independent School District Board of Trustees, Director of the International Rotary Club of Nederland, Board Member of the YMCA of Port Arthur, and Alumnus Advisor of the Theta-Rho Chapter of Kappa Sigma Fraternity. Additionally, he has contributed to projects with Habitat for Humanity. Craig enjoys hobbies such as sailing, fishing, baseball, boating, music, photography, and traveling. He resides in Beaumont, Texas with his wife Jackie.

Chelsea Hooker is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and 183 FIT. Hooker has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Jason Fuller is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds Series 63 and Series 66 licenses and is based in Beaumont, TX. Outside of his advisory role, Fuller serves as Treasurer and Secretary of Orso D'Oro LLC, an entity established to manage ownership of his office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large nationwide network of advisors and branch offices.

Terry Whiddon is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes long-term roles with Avantax and ownership of Whiddon Harkey Wealth Management, LLC. Outside of advising, he serves on the board of directors for Baptist Hospitals of Southeast Texas and is president of a local CPA firm, FMW, P.C. Cetera Investment Advisers LLC is a large SEC-registered adviser providing services through a nationwide network of independent advisors to individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and financial planning solutions with access to multiple program structures and third-party managers.

Heather Cravy is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2014 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Joe Stegall is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 investment options alongside traditional vehicles.

Samuel Watters Jr. is a Series 66 licensed advisor with 22 years of industry experience, currently with OSAIC since 2024 and previously with Burgoon Company since 2002. He is also involved in life insurance and fixed annuity sales through Watters Financial Group and holds part ownership in climate-controlled storage and U-Haul rental businesses operated by his wife. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Joshua Le Blanc is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He is also a managing member and affiliate advisor at EKC Advisors, PLLC, and serves as a shareholder and vice president at Edgar, Kiker & Cross, PC, a CPA firm. Le Blanc holds several leadership roles within the Texas Society of CPAs, including Secretary of the Executive Board and Treasurer Elect, and participates in multiple professional committees and community organizations. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio and advisory options, serving over 800,000 clients through a network of more than 10,000 advisors.