Ronald Roccaforte is a financial advisor with R & R Financial Services, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Dominion Investor Services, Inc. for 20 years before founding his current firm, where he has been since 2008. In addition to his advisory role, he is a licensed independent insurance agent involved in the sale and service of traditional life, health, disability, fixed annuities, and long-term care insurance products. R & R Financial Services is an independent, single-advisor firm offering discretionary investment management, retirement, tax and estate planning, and hourly consulting to individuals, families, small business owners, trusts, IRAs, and charitable organizations. The firm builds customized asset-allocation models primarily using mutual funds and ETFs, incorporates regular portfolio reviews and rebalancing, and provides insurance products as part of its advisory services.

David Morrow is a financial advisor at The Fiduciary Alliance with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Morgan Stanley and Raymond James Financial Services. He is also the owner of Morrow Wealth Advisory Group, where he serves as a financial advisor and branch manager. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a range of analytical approaches, with options to allocate to third-party managers.

Noel Kirby is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only pilot for employees. The firm uses algorithmic tools to recommend risk-based investment strategies, employing approved models managed by PNC or third-party strategists with implementation delegated to an investment delegate.

Jesus Mercado is a financial advisor with PNC Wealth Management in Beaumont, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, E*TRADE Capital Management, Fidelity Brokerage Services, and BBVA Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital portfolio solution that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

Marioreen Gibson is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has 36 years of industry experience. Her prior roles include positions at Rave Credit Union, CUSO Financial Services, LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, and UBS Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

David Thomas is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for ten years. Outside of his advisory role, he serves as President and Treasurer of the L/H Scholarship Program Inc., which grants scholarships to graduating seniors from Woodrow Wilson High School in Dallas, TX. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Scott Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of his advisory work, he serves as Treasurer for the Boys Haven of America charity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Eric Winzer is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles across mortgage and automotive industries, including positions at Willow Bend Mortgage and Mac Haik Ford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of advisory programs under a fiduciary standard.

Ethan Walter is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Ethan earned his Bachelor's Degree from Lamar University. His role involves providing financial advice and investment guidance to clients.

Sharon Kemp is a financial advisor at Merrill with Series 63 and Series 66 designations and 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Mc Anelley is a financial advisor with Merrill in Beaumont, TX, holding Series 63 and Series 66 securities licenses and bringing 25 years of industry experience. She has been with Merrill Lynch since 2000 and also has experience at Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Jones is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for eleven years at Liberty Independent School District. Outside of her advisory role, she has served as a high school counselor for Liberty ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Violetta Propps is a financial advisor with LPL Financial in Beaumont, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at DuGood Federal Credit Union, CUSO Financial Services, Bank of America, Merrill, and Allstate Insurance. She is also involved with DuGood Wealth Management, a related business. 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 financial planning and investment solutions, supported by model portfolios, third-party subadvisors, and technology tools.

Scott Jones is the Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in financial services in 1994 and joined Merrill Lynch Wealth Management in 1998. Scott works as part of the Hebert/Jones Team, focusing on portfolio management and retirement planning services tailored to each client's objectives and concerns. Prior to joining Merrill Lynch, Scott worked as a trust officer at Frost Bank in Galveston, Texas. His expertise includes college education planning, managing new wealth, personal retirement planning, and retirement income strategies. Scott holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) credential. Scott earned a bachelor's degree in finance from Lamar University and a master's degree from the University of Houston–Clear Lake. He has lived in Lumberton, Texas for over twenty years. Outside of his professional work, he enjoys fishing, gardening, and spending time with his family.

Jack Montalbano is a financial advisor with Edward Jones in Beaumont, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at Men's Wearhouse, Wickland Express Company, Northwestern Mutual, and engaged in activities related to JW's Patio and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a significant national presence with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Christopher H Ohmstede is a financial advisor with UBS Financial Services in Beaumont, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets services through its platform.

Logan King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides clients with personalized wealth management strategies that reflect a comprehensive understanding of their financial situation and priorities. Logan leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients’ financial lives. Logan’s expertise includes education planning, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to tailor portfolios, build long-term relationships, and construct financial models aimed at helping them navigate market volatility and transition smoothly through different life stages. Logan is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He holds a bachelor's degree from Lamar University and is a member of the Coastal Conservation Association. Outside of his professional work, Logan has interests in basketball, camping, cooking, fishing, football, golfing, hunting, spending time with family, traveling, and watching movies.

Russell Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience assisting clients with managing concentrated stock positions and navigating transition events such as retirement, inheritance, or the sale of a business. He also provides access to Bank of America Private Bank trust and estate planning services, along with credit, lending, and banking conveniences. Russell works collaboratively with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. Russell regularly speaks at seminars and dinners where he educates individuals about Social Security filing and holistic wealth planning, aiming to reduce the stress and confusion clients may experience. He is a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Houston System. Russell is involved with professional and community organizations such as the Boy Scouts of America, Exchange Club of America, and the Investment and Wealth Institute™. He enjoys adventure sports, boating, fishing, running, scuba diving, skiing, skydiving, and spending time with his family. He is a proud Eagle Scout and values service to others. As a native Texan who has lived in various parts of the United States, he appreciates the diversity and strengths found across the country.

John Dixon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He worked at UBS Financial Services for 39 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves on the finance committee of First Christian Church in Port Arthur, Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many large institutional advisers.

Clarke Baker is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Stifel since 2023. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he is a member of the Three Rivers Council Executive Board and serves on advisory boards related to youth and camp safety initiatives. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.