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.

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.

John Darwin is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been involved with Darwin Select Financial and Merit Advisory Partners since 2018. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including growth and fixed income, direct indexing, alternative investments, and private or non-liquid alternatives.

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.

Robert Darwin is a financial advisor at Tucker Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2018. Prior to that, he has operated Merit Advisory Partners since 1998, where he is involved in marketing annuities and life insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation approach and offers a range of investment strategies including alternative investments and direct indexing.

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.

Scot Sexton is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and six years of industry experience. He has been with Tucker Asset Management since 2019 and previously worked at MCT Credit Union from 2010 to 2019. In addition to his advisory role, he is involved with Merit Advisory Partners, an insurance agency. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning services. The firm utilizes a top-down, macroeconomic asset-allocation process and integrates alternative investment platforms in its portfolio management.

Timothy Romero is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with IAMS Wealth Management since 2017. In addition, he is the president and owner of Romero Retirement Strategies, a separate business focusing on life and health insurance and annuities. He also provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, applying an asset-allocation approach across various asset classes.

Ashlee Jones is a financial advisor at Good Life Advisors, LLC in Beaumont, TX, holding a Series 65 designation with two years of industry experience. Her work history includes roles at Celia Scott, US Career Institute, and New Life Women's Rehabilitation Center. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription-based planning services.

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.

Jesus Mercado is a financial advisor with PNC Wealth Management in Beaumont, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, E*TRADE Capital Management, Fidelity Brokerage Services, and BBVA Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital portfolio solution that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

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.

Tara Hoch is a financial advisor with PNC Wealth Management in Beaumont, TX. She holds a Series 66 designation and has been with PNC since 2023, with prior roles at Randstad Sourceright, the Austin Public Health Department, and The Carter Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program uses algorithmic risk assessment and implements investments via approved model strategies using mutual funds and ETFs with annual rebalancing.