Beaumont, TX Eastex Freeway Office

Michael Broussard is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of advising, he is a shareholder in Pollans & Cohen, P.C., a CPA firm providing tax compliance, bookkeeping, audits, and business consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Jana Uribe is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. Her background includes roles at Avantax Advisory Services and Avantax Investment Services Inc., in addition to operating her own CPA firm, Pollans & Cohen, P.C., where she serves as president. Uribe is involved in several nonprofit and community organizations, including serving as treasurer for Child Abuse & Beyond Inc. and Storybook Rescues Inc., and as business manager for Veritas Classical Academy. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, providing a multi-manager platform with discretionary and non-discretionary options, and reports substantial assets under management.

Peter Simon is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He also serves as a board member and secretary of the Southeast Texas Chapter of the Texas Society of CPAs and sits on the board of the Beaumont Public School Foundation. Simon has a background in accounting and tax services, working as a CPA and shareholder at Edgar, Kiker & Cross PC since 2014. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Joshua Le Blanc is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He is also a managing member and affiliate advisor at EKC Advisors, PLLC, and serves as a shareholder and vice president at Edgar, Kiker & Cross, PC, a CPA firm. Le Blanc holds several leadership roles within the Texas Society of CPAs, including Secretary of the Executive Board and Treasurer Elect, and participates in multiple professional committees and community organizations. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio and advisory options, serving over 800,000 clients through a network of more than 10,000 advisors.

Donovan Weldon II is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Cetera in Beaumont, TX. His prior roles include positions at Avantax Advisory Services and EKC Advisors, LLP. He serves as a board member of The Giving Couch, a Christian nonprofit focused on biblical education and inspirational testimonies. Cetera Investment Advisers LLC is a nationwide platform serving individual and institutional clients with a range of portfolio management and retirement services. The firm offers various program structures, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Kimberly Simon is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Avantax Advisory Services and 1st GLOBAL CAPITAL CORP., among other firms. She is also an affiliated advisor at EKC Advisors, PLLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Sheri Del Mage is a Series 66 licensed financial advisor with 10 years of industry experience, currently affiliated with Cetera. She has held roles with Avantax Advisory Services and EKC Advisors, PLLC, where she is a managing member. Outside of her advisory work, she serves as managing shareholder of Edgar, Kiker & Cross, PC, a CPA firm, and participates in several regional professional and community organizations, including the Southeast Texas Estate Planners Council and the Lamar University Accounting Advisory Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, institutional, and corporate clients. The firm offers a multi-manager platform featuring a range of portfolio management strategies, financial planning services, and access to third-party managers across various program structures.