Kaye Ochetto

Jeffrey Lyons is a CFP®-certified financial advisor with 15 years of industry experience. He is a principal at Lyons Capital Group in Shreveport, LA, and previously worked at Raymond James & Associates for 12 years. Lyons also speaks to clients about life settlement investments as an alternate investment option. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a tailored financial planning process and manages client assets on a non-discretionary basis while often recommending external managers in a hybrid oversight arrangement.

William Mccollum is a financial advisor at Wingo Asset Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealthcare Advisory Partners LLC and Eagle Financial Management Services, over the past two decades. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm uses model-based strategies grounded in fundamental, value-oriented analysis and routinely manages third-party sub-advisers to align with client objectives.

John Wingo is a financial advisor at Wingo Asset Management, LLC with six years of industry experience and holds a Series 65 credential. He previously worked at RFG Advisory, LLC and is the managing partner of Wingo Wealth, LLC. Outside of his advisory role, he is involved as a managing partner in multiple non-investment businesses, including a self-storage complex and a document storage company. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm employs fundamental, value-oriented analysis and model portfolios, including tactical allocation and unconventional asset classes, and manages third-party sub-advisers to align with client objectives.

Arnold Castellano is a financial advisor at Castellano & Associates with 13 years of industry experience. He holds the PFS™ designation and has been involved with Arnold Castellano & Associates since 1987. Castellano maintains an active CPA/PFS tax practice alongside his advisory role. Castellano & Associates serves individual investors, including high-net-worth clients, and retirement plan sponsors, managing approximately $160.6 million for about 380 clients. The firm provides discretionary asset management, comprehensive financial planning, and ERISA plan services, integrating tax planning and preparation with its financial advisory work.

Jonathan Terry is a CFP® with two years of industry experience, currently serving as a financial advisor at Lyons Capital Group in Shreveport, LA. His prior roles include positions at Raymond James & Associates Inc. and Tauzin Financial Group. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm emphasizes a hybrid oversight approach by managing client assets on a non-discretionary basis while often recommending External Managers with discretionary authority.

Jeffrey Monsour is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Stephens Inc. from 2014 to 2022 before joining his current firm. Monsour is the sole owner of Catahoula Club, LLC, a hunting land investment outside of his advisory role. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a primarily long-term investment approach using a combination of individual equities, ETFs, bonds, and mutual funds, managing roughly $681 million with a small advisory team.