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.

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.

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.

Jonathan Durr is a financial advisor with Aegis Wealth Management, Inc. He holds a Series 65 credential and has 10 years of industry experience. Prior to joining Aegis, he worked at Foundational Wealth Partners, Brookstone Capital Management LLC, and Fine Future Financial. In addition to advisory work, he is involved in an independent insurance business providing fixed financial products and estate planning services, and serves as a consumer specialist focusing on long-term insurance coverage. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers broad financial planning and discretionary portfolio management by utilizing model portfolios from multiple sub-advisers, tailoring allocations to client objectives and risk tolerance.

Celia Scott is a Certified Financial Planner® with 28 years of industry experience, currently serving at Good Life Advisors, LLC in Beaumont, TX. She has been affiliated with Scott Wealth Management and LPL Financial, LLC since 2015. Outside of her advisory roles, she holds a notary commission. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice, offering discretionary and non-discretionary portfolio management, education seminars, and access to various programmatic investment solutions.

Harry Coussou Jr. is a financial advisor at Royal Fund Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Safe Harbor Estate & Retirement Planners, and Horter Investment Management. He is also an independent licensed insurance agent specializing in annuities and life insurance. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers services including options writing and access to select non-traded REITs.

David Morrow is a financial advisor at The Fiduciary Alliance with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Morgan Stanley and Raymond James Financial Services. He is also the owner of Morrow Wealth Advisory Group, where he serves as a financial advisor and branch manager. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a range of analytical approaches, with options to allocate to third-party managers.

Ellen Reynard is a financial advisor at NewEdge Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Ascent Oil & Gas Consultants, LLC and Raymond James Financial Services. Ms. Reynard is a licensed insurance agent and holds a 49% ownership in Reynard Investments, LTD, an asset protection business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.

Colleen Baker is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She also serves as a Program Director and Instructor at Lamar State College - Orange, where she provides academic and career advice to students and teaches online dental assisting courses. Prior to her current roles, she worked at Risinger & Nelson Orthodontics. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Marioreen Gibson is a financial advisor with OSAIC Institutions, Inc. in Beaumont, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Cuna Mutual Group, LPL Financial, and CUSO Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services delivered through customized engagements. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, offering both advisory and brokerage solutions through a large network of investment adviser representatives.

Michael Jordan is a financial advisor at NewEdge Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and also serves as a CPA partner at Cavett, Turner & Wyble, LLP, an accounting firm in Beaumont, TX. His prior work includes positions at Raymond James Financial Services Advisors, Inc. and Nazur & Vernon, CPAs. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

David Thomas is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for ten years. Outside of his advisory role, he serves as President and Treasurer of the L/H Scholarship Program Inc., which grants scholarships to graduating seniors from Woodrow Wilson High School in Dallas, TX. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Broussard is a financial advisor with Cetera in Beaumont, Texas, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services. Broussard is also a shareholder in Pollans & Cohen, P.C., a CPA firm providing tax compliance, bookkeeping, and consulting services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Scott Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of his advisory work, he serves as Treasurer for the Boys Haven of America charity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

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.