James Kee Tucker

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.

Erich Loewer III is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has seven years of industry experience and has previously worked with Avantax and Cetera-affiliated firms. Outside of his advisory role, he is involved in a ranch that boards horses and provides pasture space for livestock grazing. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and Social Security optimization. The firm utilizes diversified portfolios of mutual funds and ETFs aligned with client objectives, supported by a formal planning process and integration within the larger Cetera network.

Danny Frederick is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has a background that includes long-term roles at Darnall, Sikes & Frederick CPAs and Avantax Investment Services. He is also vice president of Darnall, Sikes & Frederick, a certified public accounting firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, with an investment approach centered on diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance.

Kimberly Galbraith is a financial advisor with TLG Advisors, Inc. She holds the Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at Epic Wealth Management, Raymond James Financial Services Advisors, PFS Investments, and Primerica Financial Services. Outside of financial advising, she owns Lazy Bee Farms, an agricultural business producing bee-related products. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory in its investment process, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Steven Moosa is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 20 years of industry experience. He has previously worked with Avantax Planning Partners, Avantax Investment Services, and 1st Global Advisors, among others. Moosa is also a CPA and an audit partner at Darnall, Sikes & Frederick CPAs, where he provides audit, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified allocations through mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies within a larger Cetera network.

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.