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 with seven years of industry experience. He previously worked at Edward Jones for seven years and has held various positions across different sectors. Reid serves on the board of directors for the Symphony of Southeast Texas and is involved in managing advisory businesses. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable 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.

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.

Morgan Endicott is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2021. His prior experience includes roles at JPMorgan Chase Bank, First Convenience Bank, and JC Penney. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 holds the Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Jason Fuller is a CFP® certificant with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is based in Beaumont, TX. Outside of his advisory role, he holds officer positions at Orso D'Oro LLC. Edward Jones is a full-service wealth management firm serving individual, institutional, and corporate clients with a wide range of investment strategies and advisory programs. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities such as mutual funds and a trust company.

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.