Jesus Mercado

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.

Daniel Weinbaum is the sole advisor at Spindletop Commonwealth Advisors LLC in Beaumont, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Spindletop Commonwealth Advisors since 2008. Outside of advisory work, he is a general partner and 22.6% owner of Weinbaum Building LLP, a family real estate investment partnership. Spindletop Commonwealth Advisors provides investment advisory services to individuals, trusts, and estates, offering both discretionary and nondiscretionary investment supervision along with estate, retirement, college, and tax planning support. The firm employs a dynamic asset-allocation framework that incorporates a range of asset classes and analytical approaches, tailoring portfolios in coordination with outside accounts.

Erik Morgan is a financial advisor at Retirement Financial Group, LLC with seven years of industry experience. He holds a Series 65 credential and has worked with AE Wealth Management, LLC and Retirement National. Outside of his advisory roles, he co-owns a direct sales skincare business with his spouse. Retirement Financial Group, LLC manages approximately $153 million in client assets through a three-advisor team, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management along with consulting and financial planning services, utilizing model portfolios and sub-advisers to tailor investment strategies to clients’ objectives and risk tolerance.

Katelynn Reese is a financial advisor at Retirement Financial Group, LLC with a Series 65 designation and four years of experience in the industry. Prior to joining the firm, she served in the US Army from 2012 to 2019. Retirement Financial Group manages approximately $153 million in client assets through a three-advisor team, serving individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm provides discretionary portfolio management along with consulting and financial planning services, tailoring investment advice to clients’ objectives and risk tolerance.

Clark Shofner is a financial advisor with Retirement Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital. Outside of his advisory work, he is involved in several business ventures including ownership in a water bottling manufacturing company and a partial ownership interest in an indoor soccer facility for children. Retirement Financial Group, LLC manages approximately $153 million in assets through a three-advisor team, serving individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers discretionary portfolio management along with consulting and financial planning services, using third-party model providers to implement customized asset allocation strategies based on client objectives and risk tolerance.

Hank Hargraves is a financial advisor at Retirement Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience running his own insurance agency and working with the Insurance Agency of Southeast Texas. Outside of advisory work, he is an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Retirement Financial Group, LLC manages approximately $153 million in client assets through a three-advisor team, serving individuals, high-net-worth clients, trusts, estates, and various plans. The firm offers discretionary portfolio management along with financial planning services, implementing customized investment advice primarily through model portfolios and third-party sub-advisers.