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.

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.

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.

Darrell Champagne is a financial advisor with Edward Jones in Lumberton, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers additional services such as trust company capabilities and securities-based lending.

Kimberly Long is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Chelsea Hooker is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and 183 FIT. Hooker has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Jacob Guidry is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, he worked six years at Third Coast Bank, SSB. Outside of his advisory role, he is a member of Top Star Properties, LLC, a real estate investment company in Lumberton, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with over $1 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory and investment strategies, operating under a fiduciary standard.

Fred Theobald is a financial advisor with LPL Enterprise, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Avantax Advisory Services, Prudential Insurance Company of America, and 1ST Global Advisors. Outside of his advisory work, he owns a CPA firm where he prepares federal income taxes for friends and family. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to third-party asset managers, and an affiliated insurance agency.

Aimee Daigle is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Edward Jones, LPL Financial Services, and Northwestern Mutual Investment Services. Daigle serves on the Board of Directors for Junior Achievement of the Golden Triangle. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create structured recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Parker is a financial advisor at Edward Jones in Lumberton, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 18 years with Edward Jones since 2008. His other activities include managing a rental property inherited from a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Matthew Childress is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he spent 15 years at Curtis Oilfield Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of 23,701 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.