Phillip Saperstein is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Outside of his advisory work, he is also involved in rental property ownership in Orange, Texas. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, with a large nationwide network of advisors and a range of advisory and investment management services.

Sheri Del Mage is a Series 66 licensed financial advisor with 10 years of industry experience, currently affiliated with Cetera. She has held roles with Avantax Advisory Services and EKC Advisors, PLLC, where she is a managing member. Outside of her advisory work, she serves as managing shareholder of Edgar, Kiker & Cross, PC, a CPA firm, and participates in several regional professional and community organizations, including the Southeast Texas Estate Planners Council and the Lamar University Accounting Advisory Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, institutional, and corporate clients. The firm offers a multi-manager platform featuring a range of portfolio management strategies, financial planning services, and access to third-party managers across various program structures.

Sal Guerrero is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with CUNA Mutual Life Insurance Society and Cuna Brokerage Services since 2003. Guerrero also serves as Vice President of Wealth Management at Education First Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing various portfolio strategies and advisor support tools.

Kevin Wagner is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Deborah Spittler is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Edward Jones since 1997. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Devin Harley is a Series 66–licensed financial advisor with Edward Jones in Port Neches, Texas, where he has worked since 2011, totaling 14 years of industry experience. He has been with Edward Jones throughout his career. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Noah Kincer is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones, he worked at C. Doornbos, Inc. and The Home Depot. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Kent Manuel is a financial advisor with Edward Jones in Groves, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 advisors and manages approximately $1.01 trillion in assets.

Clovis Van Houten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial and Summit Brokerage Services. In addition to his advisory work, he owns Bridgeway Financial Services and works as an insurance agent specializing in Medicare choices. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory through a network of independent professionals. The firm provides various portfolio management options with both proprietary and third-party strategies, emphasizing tailored solutions across multiple custody platforms.

Sherrill Simon is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 12 years and Merrill for 3 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Carl Wolford is a financial advisor with Edward Jones in Port Neches, TX, holding a Series 63 designation and 33 years of industry experience. He 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 range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Pinkee Harley is a Series 66-licensed financial advisor at Edward Jones in Port Neches, TX, with six years of industry experience. Prior to joining Edward Jones in 2020, she worked with the Texas State University System and UT Physicians. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Michael Quinn is a financial advisor with Edward Jones in Vidor, Texas, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a supply pastor, providing Sunday preaching and pastoral services for various churches in Southeast Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Taylor Perkins is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He operates out of Bridge City, TX. Outside of his advisory role, Perkins maintains a YouTube channel where he reviews boats and hunting products, a hobby he began in college. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Kirk Ellender is a financial advisor with Edward Jones in Nederland, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kemon Neal is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments in various capacities since 2020, with prior roles at TD Ameritrade, E*TRADE, Capital One Investing, and Merrill. Neal also has experience in academic settings at the University of Texas at Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Byron Eddie Arnold is a CFP® with 13 years of industry experience, currently affiliated with OSAIC since 2023. He previously spent 10 years at SagePoint Financial. Arnold is a co-host and partner of the educational video podcast "Enlighten to Achieve: Smarter Paths to Wealth," where he discusses broad financial topics. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Taryn King is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, she worked at UBS Financial Services from 2012 to 2024. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Arisco is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 2016. Outside of his advisory role, he has teaching experience at Lamar State College Port Arthur and Port Arthur I.S.D. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Michael Overstreet is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is a partner in Overstreet Ventures, LP and Overstreet Ventures Management, Inc., entities related to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating an exclusively percentage-based, tiered wrap fee structure.