Malcolm Cain is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include several positions within the Cetera network and Citizens National Bank. Outside of advising, he is involved in fixed insurance sales and co-owns a real estate business focused on residential and commercial properties, as well as a separate real estate venture specializing in property rehabbing. Asset Growth Associates Wealth Advisors is an independent, state-registered investment adviser managing approximately $14.2 million for individuals and high-net-worth clients. The firm provides discretionary portfolio management using a blend of fundamental, technical, cyclical, and quantitative analysis, employing long-term, short-term, and options strategies, and includes insurance product offerings through affiliated licensed professionals.

Jeffrey Lewis is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding a Series 65 designation and five years of industry experience. He has worked with Texas Registered Financial Consultants, PLLC since 2020 and has been affiliated with Physicians Mutual Insurance Co since 2015. In addition to advisory services, he acts as an insurance agent offering Medicare supplement, health, fixed annuities, and life insurance products. Asset Growth Associates Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and higher-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, utilizing various investment strategies including options and third-party managers.

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.

Robert Darwin is a financial advisor at Tucker Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2018. Prior to that, he has operated Merit Advisory Partners since 1998, where he is involved in marketing annuities and life insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation approach and offers a range of investment strategies including alternative investments and direct indexing.

Scot Sexton is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and six years of industry experience. He has been with Tucker Asset Management since 2019 and previously worked at MCT Credit Union from 2010 to 2019. In addition to his advisory role, he is involved with Merit Advisory Partners, an insurance agency. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning services. The firm utilizes a top-down, macroeconomic asset-allocation process and integrates alternative investment platforms in its portfolio management.

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.

Ashlee Jones is a financial advisor at Good Life Advisors, LLC in Beaumont, TX, holding a Series 65 designation with two years of industry experience. Her work history includes roles at Celia Scott, US Career Institute, and New Life Women's Rehabilitation Center. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription-based planning services.

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.

Paul Grover is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Texas First Bank, SWBC Investment Services LLC, and Cetera Wealth Services, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan solutions, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure that emphasizes IAR-led investment management and a lending marketplace.

Brian Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked with Jonathan Roberts Advisory Group, J.W. Cole Financial, Inc., and MCCLELLAND SAMUEL & FEHNEL, LLP. Outside of advising, he is a partner at a non-investment related CPA firm, MCCLELLAND SAMUEL FEHNEL & BUSCH LLP. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and custodial platforms, providing both discretionary and non-discretionary account management.

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.

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 Williams Jr. is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Primerica Advisors since 2017. Outside of his advisory role, he is a partner in a tech company, Hawara, LLC, and owns a personal currency trading business, Green Bow Capital Management, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Damon Davis is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes over 17 years within Wells Fargo entities, spanning roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns D&D Enterprise, a non-investment related business in Beaumont, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Charles Heare is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Ameriprise in 2025, he spent 20 years at UBS Financial Services. He serves as treasurer on the board of directors for SOST and is an elder in his local Reformed Presbyterian Church. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, serving clients with significant investable assets.