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.

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.

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.

Jeremy Saba is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Outside of his advisory role, he owns and manages JBS Operations LLC and Q5 Operations LLC, which support his Ameriprise business, and has interests in several real estate and equipment-related ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Damon Tedford is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Zane Hoffpauir is a financial advisor at Edward Jones in Beaumont, TX, with six years of industry experience. He holds the Series 66 designation and previously worked at First Fidelity Reserve from 2013 to 2019. Outside of advising, he has involvement with various golf courses. Edward Jones is a full-service wealth management firm serving over four million clients across individual, institutional, and corporate sectors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Stephen Cornwell is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he is the proprietor of Cornwell Sons Enterprises, LLC, a charter boat rental business operated by his three sons in the Austin, Texas area. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

Deirdre Fields is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her work history includes roles at C. Doornbos Inc., Magnolia Business Services, May & Company LLP, Chick-fil-A Vicksburg, and District Technologies. 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 nationwide network of more than 23,000 financial advisors.

Robert Jones is a Series 66 licensed financial advisor with Edward Jones in Port Arthur, TX. He has one year of industry experience and previously served as a part-time pastor at Calvary Baptist Church for 15 years. Outside of his advisory role, he continues to work as a part-time minister. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Richard Gagne is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Raymond James Financial Services Advisors, LexAurum Advisors, and running his own firm, Richard Gagne & Associates, since 1973. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, enabling advisors to implement various model portfolios, third-party managers, or bespoke strategies.

Roger Burman is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 22 years. Additionally, he operates a sole proprietorship selling and servicing traditional fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated advisory and brokerage services with a range of investment options and employs various tools and third-party platforms to support portfolio construction and management.

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.

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.