Jimmy Dale Long Jr.

David Kees Sr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., OSAIC, and Sunamerica Securities, Inc. Outside of his advisory work, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing both internal and third-party managers to construct and monitor client portfolios.

Aaron Johnson is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a business related to real estate holdings from a grocery store he previously operated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

William Adams is a Series 66 credentialed financial advisor with 15 years of experience at Edward Jones, where he has worked since 2011. He is based in Natchitoches, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tailored tax-efficient services.

Joseph Cunningham Jr. is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for seven years and held roles at OSAIC Services, Inc. and Sunamerica Securities, Inc. He is involved in managing Cunningham Wealth Management Group and Cunningham Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, supported by a network of over 22,800 advisors and a broad platform that includes advisory, brokerage, insurance, and banking solutions.

William Cross is a financial advisor at Osaic with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for FSC Securities for 13 years before joining Osaic in 2023. Cross is also an insurance agent offering fixed annuities and various life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms, providing services including brokerage, investment advisory, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.