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.

Brent Wyble is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones and Sabine Universal Products, Inc. prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cynthia Mims is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Investment Centers of America, Merrill, and Citigroup Global Markets. Cynthia is based in Orange, Texas. 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 services including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Andrew Hallo is a financial advisor with Primerica Advisors in Beaumont, TX. He holds Series 63 and Series 65 licenses and has prior experience at Georgia Pacific and the Texas Army National Guard. Hallo has been with Primerica Financial Services and PFS Investments Inc. since 2025 and 2026, respectively. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Tyler Falcon is a financial advisor with Edward Jones in Orange, Texas, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at United Rentals Fluid Solutions. He serves as Vice President of the Peewee division for Bridge City Little League, where he organizes team rosters and communicates rules and regulations to coaches. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.