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.

Glenn Mcwherter Sr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.

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.

Omar Bitar is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Outside of his advisory role, Bitar is involved in managing business operations through ownership interests in entities such as OKB Operations LLC and Q5 Operations LLC, as well as an aviation-related venture, Geaux Horns LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a research-driven, model-based approach to deliver non-discretionary recommendations, combining tax-smart strategies and adaptive withdrawal planning within a broad range of advisory, brokerage, and insurance solutions.

Thomas Flocke is a financial advisor with Primerica Advisors in Nederland, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. His other business activities include sales of investment-related products and part-time referrals of home security, automation, and other home-related services through affiliated companies. 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 for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

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, working as part of the Mathews Group. He is focused on relationship management, building financial strategies, creating custom managed investment portfolios, and enhancing client experience through technology. Raised in Beaumont, Texas, Taylor draws on his background as a former collegiate student-athlete to emphasize teamwork and clear roles in delivering services. His expertise includes retirement planning, investment consulting, legacy planning, tax minimization, liquidity management, and other areas relevant to wealth management. He is also recognized for his contributions on national calls about maintaining client satisfaction through proactive outreach. Taylor holds a Bachelor's degree from Washington State University and holds the Personal Investment Advisor (PIA) designation. He is involved in community activities including Habitat for Humanity and the HolySpirit Catholic School football team. Outside of work, he enjoys boating, bowling, cooking, dancing, fishing, football, golfing, hunting, traveling, and watching movies.

Willie Brown is a financial advisor with Edward Jones in Beaumont, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998 and was previously associated with A.L. Williams starting in 1986. He also holds an inactive real estate license. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Heare is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Ameriprise since 2025 and previously spent eight years at UBS Financial Services and five years with Jackson National Life Distributors LLC. He serves as treasurer for his neighborhood association, Calder Place 1929, managing funds for community events. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ketty Uruena Polo is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Action Restoration, Inc. and Carnival Corporation & PLC. In addition to her advisory role, she is employed part-time at H&R Block, providing tax preparation services on weekends. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach incorporates investment research and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies within a defined investment universe.

Kevin Malouf is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining UBS in 2026, Malouf worked at Wells Fargo Advisors and Wells Fargo Bank, and also has experience in education and funeral home services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans that address clients’ goals and risk tolerances.

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.

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.

Mackenzie La Haye is a financial advisor with Edward Jones in Nederland, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, La Haye worked at FB Taylor Insurance for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Stephen Fleming is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2004 in Port Arthur, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.