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 at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital discretionary model account that uses algorithmic risk assessment and employs mutual funds and ETFs with annual rebalancing. The firm’s approach includes third-party portfolio implementation and operates an employee-only pilot for some offerings.

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.

Scott Jones is the Resident Director and Wealth Management Advisor at Merrill Lynch. He has been part of Merrill Lynch Wealth Management since 1998 and has worked in the financial services industry since 1994. His role involves portfolio management and retirement planning services, focusing on guiding clients through retirement analysis and distribution planning. Scott holds a bachelor's degree in finance from Lamar University and an MBA from the University of Houston–Clear Lake. He has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor (CRPC) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, and retirement income. Outside of his professional career, Scott enjoys fishing, gardening, and spending time with his family. He lives in Lumberton with his wife, Gina, and they have three adult sons.

Darrell Champagne is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with Edward Jones since 2016, following prior roles at Summit Financial Group Inc, Summit Brokerage Service Inc, and Mobiloil Financial. Outside of his advisory work, 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 advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors.

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 a Series 66 designation and has previously worked at UBS Financial Services and 183 FIT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Guidry is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Third Coast Bank, SSB for six years and at Communitybank of Texas for four years. Outside of his advisory role, he is a member of Top Star Properties, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.