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.

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.

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.

Paul Pabich is a financial advisor at Primerica Advisors in Beaumont, TX, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the US Air Force from 2009 to 2020. Outside of his advisory role, he is a part-owner of Pabich Rotating Room, a non-investment related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure.

Jennifer Castillo is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2025, she worked at UBS Financial Services from 2014 to 2025. She is also the owner of JLC Organization LLC, which manages her Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Benjamin Stansbury is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Third Coast Bank for eight years and has experience with the Nederland Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

James Walling Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of advisors and branch offices.