Danny Frederick

Charles Aguillard is a financial advisor with Lifemark Securities Corp. in Eunice, Louisiana, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. He has been with Lifemark Securities Corp. since 2012 and also operates the Aguillard Agency, where he serves as an independent insurance agent specializing in life, health, Medicare supplements, auto, and home insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs, including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options, tailoring advice through risk assessments and managing accounts on a discretionary or non-discretionary basis.

Kimberly Galbraith is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Epic Wealth Management, Raymond James Financial Services, and PFS Investments. Outside of advising, she owns Lazy Bee Farms, an agricultural business producing bee products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of portfolio management, financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Sadie Latiolais is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was with Schumacher Clinical Partners from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Erich Loewer III is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera. Outside of his advisory role, he is involved in managing a horse boarding and livestock pasture rental operation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing both firm-sponsored and third-party managed investment strategies.

Maggie Bihm is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2022, following six years at Wells Fargo Clearing and three years at Wells Fargo Advisors, LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Steven Moosa is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked with Avantax Investment Services and 1st Global Advisors, among other firms. Moosa is also a shareholder and audit partner at Darnall, Sikes & Frederick CPAs, where he provides audit, tax, and consulting services. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.