Ryan Citrano is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He is based in Beaumont, Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Robert Bacon is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America, and Merrill prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them.

Dustin Albanese is a Series 66-licensed financial advisor at Stifel with 18 years of industry experience. He previously worked at Bank of America and Merrill, spanning over 16 years at Merrill and 14 years at Bank of America. Outside of his advisory role, he is involved in home building through Albanese Builders, LLC. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Casey Blankenship is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Their background includes roles at Primerica Financial Services and Metalforms, Ltd. Casey also works as a part-time tax preparer through The Numbers Team. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies managed by third-party asset managers and administers accounts with the support of BNY Mellon Advisors and Pershing.

Scott King is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Classic Acura from 2016 to 2017. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Parker is a financial advisor at Edward Jones in Lumberton, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 18 years with Edward Jones since 2008. His other activities include managing a rental property inherited from a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Hank Hargraves is a financial advisor with LPL Financial in Beaumont, TX, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, he worked with Retirement Financial Group, LLC, and operated his own insurance agency. He is also an independent insurance agent specializing in life, accident, health, and property and casualty insurance. 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 financial planning and investment services through a large network of advisors, utilizing diverse strategies and technology tools alongside its non-advisory financial products.

Shannon Garrod is a CFP®-certified financial advisor with Edward Jones in Beaumont, TX, and has 13 years of industry experience. She has been with Edward Jones since 2012. Garrod is also Vice President of Ideal Home Creations LLC, a real estate business based in Montgomery, TX. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Kayla Weeks is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill Lynch. Outside of her advisory role, she is the owner-operator of TX Real Holdings LLC, a real estate investment venture. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Timothy Holt is a financial advisor at UBS Financial Services with 26 years of industry experience. He has worked at UBS since 2002 and previously at Dean Witter Reynolds starting in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Allen Istre is a financial advisor with Edward Jones in Beaumont, TX, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Mary Bruce Helson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the firm for over 22 years, focusing on managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Mary holds a Bachelor's degree from The University of Texas at Austin. She has earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Prior to joining Merrill Lynch Wealth Management, she worked as a financial analyst at a large credit union. Mary is originally from Orange, Texas, and currently resides in Beaumont, Texas.

Jacob Yentzen is a financial advisor with Edward Jones in Beaumont, TX, holding a CFP® designation and a Series 66 license. He has seven years of industry experience, including roles at United Rentals and Code Red Safety prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Shannah Quinn is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at J. Lawton Consulting and Heartland Bank. 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, investment strategies, and affiliated services through a nationwide 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.

Matthew Childress is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he spent 15 years at Curtis Oilfield Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of 23,701 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Mc Cabe is a financial advisor at Edward Jones in Beaumont, TX, holding a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 following a 12-year tenure at Universal Coin & Bullion. 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 network of approximately 23,701 financial advisors nationwide.

Sherry Travis is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients identify and prioritize their financial goals by creating dynamic, individualized financial plans that align with their investment personalities and long-term objectives. Her areas of expertise include college education planning, family wealth management, retirement income strategies, portfolio management, tax minimization, and services tailored to endowments, foundations, non-profits, small businesses, and women and wealth. Sherry holds a Bachelor's Degree from Lamar University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She emphasizes a client-centered approach by engaging in thoughtful dialogue to fully understand what matters most to each individual. Committed to community involvement, Sherry volunteers with local organizations, reflecting the Merrill tradition of service. Outside of her professional role, Sherry enjoys camping, cooking, gardening, hiking, music, photography, reading, singing, traveling, and spending time with her family. She values building strong relationships with her clients and views helping them achieve their financial and personal goals as the most rewarding aspect of her work.

Laurie Mathews is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial industry since 1996 and began her career with Merrill in 1999. Laurie provides personalized wealth management advice and guidance to families, focusing on a consultative and comprehensive approach to understand their unique financial situations and goals. Her expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Laurie assists clients with college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® designation and is a Personal Investment Advisor. Laurie earned a Bachelor's Degree from Lamar University. In addition to her professional work, Laurie enjoys cooking, hiking, traveling, and spending time with her family.