Gary Dannar is the sole advisor at Tubreauxs Wealth & Legacy Solutions in Jasper, TX, with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at MoneyBlock and TradingBlock. Outside of financial advising, he oversees Tubreauxs Signs, a sign design and fabrication business. Tubreauxs Wealth & Legacy Solutions provides fee-based investment management and financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm offers tailored investment strategies using fundamental and technical analysis, managing approximately $12.6 million in assets with discretionary portfolio services and regular account reviews.

Stephanie Acosta is a financial advisor at Dominion Portfolio Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Dominion Portfolio Management since 2020. In addition to her advisory role, she is a licensed insurance agent and has been involved in mortgage lending activities serving clients who have difficulty obtaining conventional loans. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing fundamental, technical, charting, and economic analysis. The firm offers both discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with tailored investment strategies based on clients’ goals, time horizons, and risk tolerances.

James Hughes Jr. is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Dominion Portfolio Management since 2017. In addition to his advisory role, Hughes is the owner and operator of Texas Financial Center, where he has been involved in life and health insurance sales since 1997, and he is also a minority owner of Timberlake Insurance Group, which specializes in property and casualty insurance. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary account management focused primarily on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and emphasizes ongoing monitoring and account aggregation as part of its investment process.

Chotsie Bickerstaff is a Series 65 licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. She is also vice president and co-owner of several related businesses, including Retirement Education Partners, Inc., where she supervises operations and provides life insurance and annuity policies. Additionally, she oversees financial operations at Bickerstaff Holdings, LLC, and Senior Benefits Advisors, LLC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, third-party manager referrals, private-label model portfolios, financial planning, and portfolio reviews, using a combination of analytical methods and ongoing monitoring tailored to each client’s objectives.

Danny Bickerstaff Jr. is a Series 65-licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. He is also CEO and co-owner of several businesses including Retirement Education Partners, which focuses on insurance and annuity sales, and Senior Benefits Advisors, specializing in insurance and Medicare sales. Additionally, he serves as president of Bickerstaff Holdings, LLC, overseeing subsidiary companies. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process with ongoing monitoring and multiple analytical methods.

Erin Woods is a financial advisor at CreativeOne Securities, LLC with the PFS™ designation and six years of industry experience. Prior to joining CreativeOne Securities, Erin worked at Advanced Financial Services and Axley Rode LLP. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.

James Jeansonne is a CFP® professional with 17 years of experience in financial advisory services. He has worked at AE Wealth Management, LLC since 2018 and previously spent eight years with Global Financial Private Capital, LLC. Outside of his advisory work, he owns and operates a cattle farm. AE Wealth Management, LLC is an SEC-registered firm serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates models managed internally, by third-party strategists, and by advisor-managed models, offering a range of investment and planning services.

Jaret Chapman is a financial advisor at Edward Jones in Jasper, TX, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones in 2025, he worked at AT&T for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jaylon Clotiaux is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Jasper, TX. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Tracy Clotiaux is a financial advisor at Edward Jones with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1993. Outside of her advisory role, she serves as a committee member and co-chairman of the Jasper Chapter of Ducks Unlimited, helping to organize their annual banquet. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Clotiaux is a financial advisor with Edward Jones in Jasper, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the Board of Trustees for the First United Methodist Church of Jasper. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.