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.

Noah Kincer is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones, he worked at C. Doornbos, Inc. and The Home Depot. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment 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.

Sherrill Simon is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 12 years and Merrill for 3 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on reliable income sources and tax-aware withdrawal strategies.

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 CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held roles at Code Red Safety and United Rentals. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

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.