Donovan Weldon II is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Cetera in Beaumont, TX. His prior roles include positions at Avantax Advisory Services and EKC Advisors, LLP. He serves as a board member of The Giving Couch, a Christian nonprofit focused on biblical education and inspirational testimonies. Cetera Investment Advisers LLC is a nationwide platform serving individual and institutional clients with a range of portfolio management and retirement services. The firm offers various program structures, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Brandon Thomas is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Stifel in 2023. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which provides asset allocation and planning analyses to support client decisions.

Stephen Cornwell is a financial advisor with UBS Financial Services in Beaumont, TX, holding a Series 63 designation and over 35 years of industry experience. He worked at Citigroup Global Markets for 12 years before joining UBS in 2008. Outside of his advisory role, he is involved in a family-operated charter boat rental business in Austin, Texas, leveraging his boating experience to assist as needed. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets expertise.

Jacob Guidry is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, he worked six years at Third Coast Bank, SSB. Outside of his advisory role, he is a member of Top Star Properties, LLC, a real estate investment company in Lumberton, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with over $1 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory and investment strategies, operating under a fiduciary standard.

John Mathews is a financial advisor with Merrill in Beaumont, TX, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has worked at Merrill since 1980 and is also associated with Bank of America since 2009. Outside of advising, he serves as general partner and managing member of several personal estate management entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, integrating strategic asset allocation and tax-aware options.

Robert M. Core is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

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.

Joan Hebert is a financial advisor with Merrill in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Merrill since 1984 and has been associated with Bank of America since 2009. Outside of her advisory role, she is a general partner and manager of Cassabear Holding LLC, a for-profit LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Oxner is a Series 66-licensed financial advisor with Cetera, based in Beaumont, TX, with three years of industry experience. She previously worked at Avantax Investment Services and has a background in accounting, operating her own CPA firm, Karen Oxner CPA PLLC, where she provides tax and business consulting services. Outside of her advisory role, she serves on the Stewardship Team at Calvary Baptist Church, assisting with the church’s budgeting and financial reviews. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers across discretionary and non-discretionary platforms.

Wendy Nobles is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Timothy Satre is a CFP® professional with 38 years of experience currently serving as a financial advisor at LPL Financial since 2018. His prior roles include positions at Ameriprise Financial Services, Raymond James Financial, and EDS. Outside of his advisory duties, he is involved as a mediator for the Dispute Resolution Center in Jefferson County, Texas, and owns an insurance agency, Cravens Insurance Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. Its platforms support a range of investment approaches including model portfolios, third-party subadvisors, and customized strategies, with a notable scale of advisory professionals and assets under management.

Daniel Montalbano is a financial advisor at Edward Jones in Beaumont, TX, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Fred Theobald is a financial advisor with LPL Enterprise, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Avantax Advisory Services, Prudential Insurance Company of America, and 1ST Global Advisors. Outside of his advisory work, he owns a CPA firm where he prepares federal income taxes for friends and family. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to third-party asset managers, and an affiliated insurance agency.

Christopher Davis is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing from 2021 to 2026 and Bank of America, N.A. from 2015 to 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of planning areas, offering clients a choice in implementing advice through brokerage or advisory programs.

Haylea Breed is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel, she worked at Aflac and held various roles including positions in education and employment services. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Catherine McLarty is a financial advisor with LPL Financial based in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior roles include positions at Neches Federal Credit Union, Shell Federal Credit Union, and CUNA Brokerage Services, Inc. She is also a commissioned notary. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Taylor Fertitta is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Mathews Group. He focuses on relationship management, building financial strategies, creating custom managed investment portfolios, and enhancing client experience through technology. He emphasizes thorough retirement planning, aiming to uncover all relevant factors to help clients understand their financial decisions fully. Taylor offers expertise in areas including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach involves proactive outreach to add consistent value to clients' lives and to anticipate life events and financial needs for proper planning. He holds a Bachelor's Degree from Washington State University and the Personal Investment Advisor (PIA) designation. Taylor was born and raised in the Beaumont, Texas area and enjoys boating, bowling, cooking, dancing, fishing, football, golfing, hunting, traveling, and watching movies. He is involved in community activities including Habitat for Humanity and supporting the HolySpirit Catholic School Football Team.

Kevin Malouf is a financial advisor with UBS Financial Services in Beaumont, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as positions outside the financial sector such as at Claybar Funeral Home and Lamar State College Orange. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, utilizing proprietary capital market models and research to customize client plans. The firm offers a broad range of investment and capital markets services, including fee-based financial planning, portfolio management, and institutional trading capabilities.

Daron Edwards is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 14 years of experience in wealth management and financial advising, including twelve years at Morgan Stanley where he also served as a Branch Manager. Daron brings more than 35 years of overall business experience to his role. He primarily works with high-net-worth individuals and families, focusing on comprehensive wealth planning, retirement strategies, disciplined investment management, portfolio construction, and generational planning. Daron also serves business owners and entrepreneurs by providing business-transition planning and access to customized lending and liquidity solutions that address complex financial needs. Daron holds the Personal Investment Advisor (PIA) designation. He is a native Texan from Austin and attended Austin Community College without earning a degree. He holds a High School Diploma from Westlake High School. Since 2014, he has lived in Beaumont, Texas, with his wife Lee Ann and their two adult children, enjoying time with family, watching movies, and staying active.