Joshua Curtis Sapp

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Andrew Stewart is a financial advisor with WMS Group LLC, holding a Series 65 designation and six years of industry experience. He has been with WMS Group since 2019 and also works with AMS Resources Network. Stewart is a licensed insurance broker for property and casualty, life, and health insurance. WMS Group LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a third-party platform for participant account management and employs fundamental and cyclical analysis to guide investment decisions.

William Stewart is a financial advisor with WMS Group LLC in Folsom, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has been with WMS Group LLC since 2012. Outside of his advisory role, Stewart serves as Vice President of the Miracle Children's Foundation, a nonprofit that provides iPads to children with cancer in hospitals, where he is involved in fundraising and organizing activities. WMS Group LLC offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and business entities. The firm employs a written Investment Policy Statement for each client and manages accounts on a discretionary basis, utilizing fundamental and cyclical analysis across a range of investment strategies.

Chris Mcelhannon is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Management & Research, Inc. and American National Insurance Company since 1994. Outside of his advisory role, he is president and owner of McElhannon Agency Company, Inc. and owns a branch of TWFG multi-line insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Joanna Slade is a CFP® with 32 years of industry experience, currently affiliated with Silver Oak Securities, Inc. since 2024. Her prior experience includes 16 years at Lincoln Financial Securities Corporation and 18 years at Osaic FS, Inc. Outside of her advisory work, she owns and manages a tax preparation and bookkeeping service as well as a notary public business. Silver Oak Securities, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, corporations, trusts, and estates through a team of over 100 financial professionals. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Preston Christian is a financial advisor at Silver Oak Securities, Inc. with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Ameriprise, Citizens Securities Inc., Woodbury Financial Services, Hancock/Whitney Bank, and Capital One Investment Services. Additionally, he operates as an independent financial professional through Armor Financial Group. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing around $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.