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.

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.

Aimee Daigle is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Edward Jones, LPL Financial Services, and Northwestern Mutual Investment Services. Daigle serves on the Board of Directors for Junior Achievement of the Golden Triangle. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create structured recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 65 and Series 63 licenses and four years of industry experience. Prior to joining Primerica Advisors in 2022, Casey worked at Primerica Financial Services and has experience with Cust-o-Fab and Metalforms, Ltd. Outside of financial advising, Casey works as a tax preparer with The Numbers Team on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices and offers a range of strategic investment models, including recent additions focused on cryptocurrency exchange-traded funds.

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.

Visa Robison is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has held prior positions at Hancock Whitney Bank, Prosperity Private, Raymond James Financial Services, PNC Investments, and BBVA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options under discretionary and non-discretionary authorities.

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.

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.

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.

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.