Michael Garret Schutza

Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.

Brett Josey is the principal of Brett Josey Wealth Management LLC in Benton, LA, holding a Series 65 designation with 14 years of industry experience. He has been with Brett Josey Wealth Management Inc since 1998. The firm provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. It offers distinct service tracks for high net worth clients and those with moderate investable assets, emphasizing fundamental analysis and long-term investment positions with portfolios typically built around index funds, ETFs, and selected individual equities or mutual funds.

Caleb Josey is a Series 65 licensed financial advisor with five years of industry experience. He has been with Brett Josey Wealth Management LLC since 2019. Prior to this, he held positions at BancorpSouth and worked at Heard McElroy & Vestal CPA Firm, as well as roles at Louisiana State University in Shreveport. Brett Josey Wealth Management LLC provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. The firm serves both high net worth clients and those with moderate investable assets, employing a long-term investment approach centered on fundamental analysis and portfolios built around index funds, ETFs, and select individual equities or mutual funds.

Nancy Nelson is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and 20 years of industry experience. She has worked at Tucker Asset Management since 2019 and previously held roles at Neltec Industries LLC, LPL Financial, Investment Centers of America, Sigma Financial Corporation, and GBT Financial Services. Nelson is a co-owner and member of Neltec Industries LLC, a for-profit business, in addition to her advisory work. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach that includes growth, fixed income, direct indexing, and alternative investments, with capabilities to integrate private and non-liquid alternatives.

Micah Tipton is a Series 65-licensed advisor with three years of industry experience, currently serving clients at Exodus Wealth, LLC. Prior to joining Exodus Wealth, he worked at Brookstone Wealth Advisors and Evans Financial Group. He is also the owner of Armor Life & Annuity, an independent life insurance and annuity business that he maintains with existing clients. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm provides discretionary portfolio management alongside standalone financial plans and utilizes a blend of fundamental, technical, and cyclical analysis across various investment strategies.

Kenneth Wessels is a financial advisor with Prosperity Wealth Management, Inc. in Bossier City, LA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Oneamerica Securities, Inc. and American United Life. He serves as a board member of the Lions Club in Bossier City and volunteers with the Shreveport Little Theatre. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients, employing a multi-method investment approach and conducting due diligence on recommended third-party managers.