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.

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.

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.

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.

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.

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.

Amanda Hale is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including PNC Investments, BBVA Securities, and Compass Bank. Outside of her advisory role, she serves as President of the board for Family Services of Southeast Texas and is a children’s book author. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports as part of a centralized retirement-income consulting service.

Andrea Smalley is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Edward Jones and USAA. Outside of her advisory work, she owns a TikTok shop selling beauty and pet products. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Samuel Watters Jr. is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he is a part owner of two climate-controlled storage and U-Haul truck rental businesses in Orange, Texas, which are managed by his wife. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Damon Tedford is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roger Burman is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 22 years. Additionally, he operates a sole proprietorship selling and servicing traditional fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated advisory and brokerage services with a range of investment options and employs various tools and third-party platforms to support portfolio construction and management.

Samuel Watters is a CFP®-credentialed financial advisor with 32 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services for 22 years. Watters serves as a board member for the nonprofit Paper for Water, attending quarterly meetings and participating in discussions. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Derek Fountain is a financial advisor at Edward Jones in Orange, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 network of advisors and branch offices.

Cynthia Mims is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Investment Centers of America, Merrill, and Citigroup Global Markets. Cynthia is based in Orange, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Tyler Falcon is a financial advisor with Edward Jones in Orange, Texas, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at United Rentals Fluid Solutions. He serves as Vice President of the Peewee division for Bridge City Little League, where he organizes team rosters and communicates rules and regulations to coaches. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cynthia Davis is a Series 66 credentialed financial advisor with six years at Edward Jones and a total of 23 years of industry experience, including a 17-year tenure at Lauren G Brooks & Associates PC. She is based in Orange, Texas. Outside of her advisory work, she is a member of Davis Honey Farm LLC, an apiary business located in Vidor, Texas. 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, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Scott King is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Classic Acura from 2016 to 2017. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 at LPL Financial since 2022 and concurrently holds roles with CUNA Mutual Life Insurance Society and CUNA Brokerage Services, where he has been active 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 range of financial planning and asset management solutions and supports its network of over 22,800 advisors with various research and operational tools.

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.

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.

Taylor Perkins is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in Bridge City, TX, he also operates a YouTube channel where he reviews boat purchases and hunting products, a hobby he began in college. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory services and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and a diverse platform that includes discretionary and non-discretionary strategies.