Thomas Parrish Bates

Stephen Rodgers is the sole advisor at Pindex Advisors, LLC, holding Series 63 and Series 65 designations with 36 years of industry experience. He has led Pindex Advisors since 2006. PenDex Advisors, LLC provides investment advisory and brokerage services to individual and institutional clients, offering both discretionary portfolio management and commission-based trading programs. The firm employs market-timing techniques alongside fundamental and technical analysis, supporting strategies such as short-term trading, margin, short sales, and options.

Lucius Mc Gehee Jr. is a financial advisor with Argent Advisors, Inc., holding a Series 65 designation and over 10 years of industry experience. He has been with Argent Advisors since 2018 and has a long career with affiliated entities, including Argent Trust Company since 1990, where he serves as Executive Vice President. Mc Gehee is also involved in charitable grant-making as a trustee of the McGehee Foundation and a board member of the Argent Foundation, as well as in local economic development through his role on the Industrial Development Board of Lincoln Parish. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and municipal advisory services, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, and alternative products across various model portfolios.

Lucius Mc Gehee III is a financial advisor at Argent Advisors, Inc. in Ruston, LA. He holds a Series 65 designation and has been with the Argent organization since 2020, including roles at Argent Financial Group and Argent Trust Company. His career also includes experience at Kanakuk Kamps and Louisiana Tech University. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, and municipal advisory services, utilizing a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and alternative products, supported by both active and passive management.

Matthew Moore is a CFP® professional with five years of experience, currently serving at Argent Advisors, Inc. since 2021. His prior roles include work at Argent Financial Group and the Lincoln Parish School Board. Outside of his advisory work, he is president of the Ruston Chess Knights, a local chess club. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan consulting, and municipal advisory services, employing a range of investment strategies including active and passive allocation, derivatives, and direct indexing.

Michael Jones is a financial advisor with Argent Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 42 years of industry experience. His career includes over 20 years with Argent Advisors and Argent Trust. Outside of advising, he is a partner in an LLC involved in oil and gas production and exploration. Argent Advisors, Inc. manages approximately $1.7 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, using a range of investment strategies that include equities, fixed income, derivatives, and alternative products.

Byron Moore is a CFP® with 21 years of industry experience, currently serving at Argent Advisors, Inc. He has worked with Argent Advisors and its affiliates since 2005, including roles at Argent Trust and Argent Insurance Services. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of investment strategies that combine active and passive approaches and include sub-advisory relationships and specialized products.