Phillip Saperstein is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Outside of his advisory work, he is also involved in rental property ownership in Orange, Texas. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, with a large nationwide network of advisors and a range of advisory and investment management services.

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.

Deborah Spittler is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Edward Jones since 1997. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Devin Harley is a Series 66–licensed financial advisor with Edward Jones in Port Neches, Texas, where he has worked since 2011, totaling 14 years of industry experience. He has been with Edward Jones throughout his career. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

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.

Kent Manuel is a financial advisor with Edward Jones in Groves, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 advisors and manages approximately $1.01 trillion in assets.

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.

Clovis Van Houten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial and Summit Brokerage Services. In addition to his advisory work, he owns Bridgeway Financial Services and works as an insurance agent specializing in Medicare choices. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory through a network of independent professionals. The firm provides various portfolio management options with both proprietary and third-party strategies, emphasizing tailored solutions across multiple custody platforms.

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.

Carl Wolford is a financial advisor with Edward Jones in Port Neches, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 2010. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Pinkee Harley is a Series 66-licensed financial advisor at Edward Jones in Port Neches, TX, with six years of industry experience. Prior to joining Edward Jones in 2020, she worked with the Texas State University System and UT Physicians. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.