Lehman Charles Abshire

Michael Fontenot is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2009. Outside of advisory work, he serves on the boards for LSUE Community College Foundation and John Paul the Great Academy, and also officiates high school basketball games. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm employs an Envestnet-supported workflow utilizing internal and third-party managers to construct and monitor client portfolios across multiple custodians and execution venues.

Stanley Keyes is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Securities, Inc. and Kovack Advisors, Inc. since 2009, following prior roles at FSC Securities Corporation and Pan-American Investment Advisers, Inc. Outside of his advisory work, he engages in tax preparation and brokerage through his own firm, Keyes Financial Services, and is active as a lay missionary delivering speaking engagements. 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, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through Envestnet-supported workflows and a combination of internally created and third-party investment models.

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.

Ali Lucas is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Dore is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes positions at Sanders Morris LLC and Geneos Wealth Management Inc., among others. Outside of advising, he is involved in a family agricultural partnership managing 600 acres of farmland in Vermillion Parish, LA, and operates an online retail business consulting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Signorelli III is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009. He has 24 years of industry experience. Outside of his advisory role, he owns and manages a movie exhibition business in Crowley, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.