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.