James Kee Tucker

Erich Loewer III is a Series 66 licensed financial advisor with seven years of industry experience, currently with Avantax Planning Partners, Inc. He has worked in various capacities within the Avantax organization and Cetera since 2019. Outside of financial advising, he is involved in agricultural and livestock activities, including membership in Soaring Spirit Ranch, which focuses on horse boarding and pasture rental. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and employs tax-intelligent strategies, discretionary account management, and centralized trading to serve high-net-worth individuals, pension plans, charitable organizations, and businesses.

Danny Frederick is a financial advisor with Cetera Planning Partners, holding a Series 66 credential and 26 years of industry experience. He has worked at multiple firms including Avantax and 1st Global Advisors, and serves as Vice President at Darnall, Sikes & Frederick CPAs, a role he has held since 1989. Frederick is also a financial advisor and member of Darnall Sikes Wealth Partners LLC. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process and offers diversified portfolio management along with supplementary services such as tax planning, bookkeeping, and estate-planning support.

Steven Moosa is a financial advisor at Avantax Planning Partners, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at various firms including Cetera Wealth Services and Avantax Investment Services. In addition to his advisory role, Moosa is a shareholder and audit partner at Darnall, Sikes & Frederick CPAs, where he provides supervisory and consulting services on audits and tax engagements. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily serves clients through a network of CPA firms and advisors, employing firm-designed style allocation models with discretionary management and tax-intelligent strategies.

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 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.

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.