Henry Netherland is a financial advisor at Faithful Financial LLC in Orange, TX, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones from 2016 to 2019 before founding his current firm in 2019. Faithful Financial LLC provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes biblically responsible investing and employs a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction, maintaining a small client base to deliver personalized wealth management services.

William Monroe III is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cape Investment Advisory, American Global Wealth Management, and J.W. Cole Advisors. Monroe is also a board member of Champion Oaks Ranch, a nonprofit home for at-risk children. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Darwin is a financial advisor at Tucker Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has also been involved with Darwin Select Financial and Merit Advisory Partners since 2018. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and integrates a range of investment strategies, including alternative investments and third-party manager allocations.

Ian James is a financial advisor with Global Assets Advisory, LLC and holds a Series 63 designation. He has 30 years of industry experience with previous roles at firms including Investacorp Advisory Services and Capital Financial Group, where he has maintained ongoing involvement since 2007. Outside of his advisory work, he is a contributing book author and a silent partner in a restaurant and bar business. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives.

Shana Burt is a financial advisor with G. A. Repple & Company in Orange, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has operated her own financial services firms since 2005 and has prior experience with Allstate Insurance Company. Burt is active in her community as a board member of the Port Neches Riverfest and the Port Neches Chamber of Commerce, and she serves as a show host and board member for Financial Issues Stewardship Ministries. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers multiple management programs, including ETF-focused and Biblically-Responsible Investing models.

Timothy Romero is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with IAMS Wealth Management since 2017. In addition, he is the president and owner of Romero Retirement Strategies, a separate business focusing on life and health insurance and annuities. He also provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, applying an asset-allocation approach across various asset classes.

Andrew Speece is a Series 65-licensed financial advisor with First Command Advisory Services in Vidor, TX. He joined the firm in 2026 and has prior experience working at Ecovyst, Veolia WTS, and Valspar. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions handled by a centralized Investment Management Team and Wealth Portfolio Managers using a selection of model portfolios and third-party managers.

Jordan Godeaux is a financial advisor with Eagle Strategies (NY Life) based in Beaumont, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Echo Maintenance, Turn2 Specialty Companies, Southwestern Farms, ACME Truck Lines, and Cardinal Moving. Outside of advisory work, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored solutions and manages a majority of its assets on a non-discretionary basis, particularly in relationships with institutional plan sponsors within the New York Life affiliate structure.

Ramon Sanchez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Bank of America and Merrill for twelve years. Outside of his advisory role, he is the sole owner of an unrelated business venture. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jadon Ellender is a Series 66–licensed financial advisor with Edward Jones in Nederland, TX, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Catherine Griffin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, and Massachusetts Mutual Life Insurance. Before entering the financial sector, she was employed by independent school districts in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, with an extensive national network of financial advisors and branch offices.

Jennifer Burtsfield is a financial advisor with LPL Financial in Orange, Texas, holding Series 63 and Series 65 registrations and having 26 years of industry experience. Her career includes 14 years with Wells Fargo Advisors and 11 years with Wells Fargo Clearing before joining LPL Financial. She serves as co-trustee for a 401(k) plan and is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Olin Clotiaux is a financial advisor with Edward Jones in Port Neches, TX, holding Series 63 and Series 65 licenses and having 16 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 discretionary and non-discretionary investment strategies and affiliated financial products through a nationwide network of more than 23,000 advisors.

Daniel Hickey is a financial advisor at Cetera with 13 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Merrill, Wells Fargo Clearing, and Hancock Whitney Bank. Outside of his advisory work, he is a 50% owner of a rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Jennifer Whitehead is a financial advisor with Edward Jones in Port Arthur, TX, holding Series 66 and Series 63 licenses and having 13 years of industry experience. She has been with Edward Jones since 2014. Whitehead serves on the board of directors for the Samaritan Counseling Center of Southeast Texas, participating in quarterly meetings focused on fundraising and community engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated services such as a trust company and securities-based lending.

Bryan Burtsfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include 14 years at Wells Fargo Advisors, four years at Wells Fargo Clearing, and six years with A. G. Edwards & Sons, Inc. He is a co-trustee for a 401(k) plan and has ownership in a financial services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Karen Collier is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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 nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Connor Manuel is a financial advisor at Edward Jones in Groves, TX, with one year of industry experience. Prior to joining Edward Jones, he worked at Power Home Remodeling LLC for two years and Hays City Store for six years. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Borel is a financial advisor with LPL Financial in Port Arthur, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked for CUNA Mutual Life Insurance Society and Cuna Brokerage Services for 19 years. In addition to his advisory role, he is involved with Five Point Credit Union. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Peyton Jones is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Texas Bullion Exchange. Outside of finance, he has experience in the restaurant industry with Pappas Restaurants and Pappasitos. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.