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.

Benjamin Terry is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and its affiliated entities since 1995. Outside of advisory work, he serves as an officer and director of Tandt Management, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies created by unaffiliated asset managers.

Steven Mc Cabe is a financial advisor at Edward Jones in Beaumont, TX, holding a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 following a 12-year tenure at Universal Coin & Bullion. 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 solutions supported by a network of approximately 23,701 financial advisors nationwide.

Kirk Ellender is a financial advisor with Edward Jones in Nederland, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Sherry Travis is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients identify and prioritize their financial goals by creating dynamic, individualized financial plans that align with their investment personalities and long-term objectives. Her areas of expertise include college education planning, family wealth management, retirement income strategies, portfolio management, tax minimization, and services tailored to endowments, foundations, non-profits, small businesses, and women and wealth. Sherry holds a Bachelor's Degree from Lamar University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She emphasizes a client-centered approach by engaging in thoughtful dialogue to fully understand what matters most to each individual. Committed to community involvement, Sherry volunteers with local organizations, reflecting the Merrill tradition of service. Outside of her professional role, Sherry enjoys camping, cooking, gardening, hiking, music, photography, reading, singing, traveling, and spending time with her family. She values building strong relationships with her clients and views helping them achieve their financial and personal goals as the most rewarding aspect of her work.

Laurie Mathews is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial industry since 1996 and began her career with Merrill in 1999. Laurie provides personalized wealth management advice and guidance to families, focusing on a consultative and comprehensive approach to understand their unique financial situations and goals. Her expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Laurie assists clients with college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® designation and is a Personal Investment Advisor. Laurie earned a Bachelor's Degree from Lamar University. In addition to her professional work, Laurie enjoys cooking, hiking, traveling, and spending time with her family.

Kemon Neal is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments in various capacities since 2020, with prior roles at TD Ameritrade, E*TRADE, Capital One Investing, and Merrill. Neal also has experience in academic settings at the University of Texas at Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Byron Eddie Arnold is a CFP® with 13 years of industry experience, currently affiliated with OSAIC since 2023. He previously spent 10 years at SagePoint Financial. Arnold is a co-host and partner of the educational video podcast "Enlighten to Achieve: Smarter Paths to Wealth," where he discusses broad financial topics. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Taryn King is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, she worked at UBS Financial Services from 2012 to 2024. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Natasha Ukani is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and Southern Glazers Wine and Spirits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Kathryn Fuller is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2016, totaling nine years of industry experience. Prior to joining Edward Jones, she was involved with KWF Development for twelve years. Outside of her advisory work, she is the managing member of Orso D'oro, LLC, an entity established to own her office building. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, and manages over $1 trillion in assets through a broad network of advisors and branch offices nationwide.

Joseph Arisco is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 2016. Outside of his advisory role, he has teaching experience at Lamar State College Port Arthur and Port Arthur I.S.D. 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 to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Michael Overstreet is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is a partner in Overstreet Ventures, LP and Overstreet Ventures Management, Inc., entities related to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating an exclusively percentage-based, tiered wrap fee structure.