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 at WMS Group LLC with six years of industry experience. He holds a Series 65 designation and has worked at WMS Group since 2019 and AMS Resources Network since 2017. He is also a licensed insurance broker for property and casualty, life, and health insurance. WMS Group LLC provides 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 manages accounts on a discretionary basis using fundamental and cyclical analysis and offers specialized services for held-away defined contribution plan participant accounts.

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® and Series 63 licensed financial advisor with 31 years of industry experience. She is currently with Silver Oak Securities, Incorporated and previously worked at Lincoln Financial Securities Corporation for 16 years. Outside of her advisory role, she operates Slade Tax Services, LLC, providing tax preparation and bookkeeping services, and holds memberships in the Financial Planning Association and the Louisiana Restaurant Association. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning, delivering investment advice mainly on a discretionary basis tailored to clients’ 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 and Series 66 and Series 63 licenses. His prior roles include positions at Ameriprise, Citizens Securities Inc., Woodbury Financial Services Inc., Hancock/Whitney Bank, and Capital One Investment Services, LLC. Christian also operates as an independent financial professional under the DBA Armor Financial Group. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a mix of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, combining individual securities, ETFs, mutual funds, and strategist model portfolios.