William Smith

Stephen Rodgers is a financial advisor at Pindex Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pindex Advisors since 2006. He also serves as managing director and president of PenDex Advisors, LLC, where he is involved in all phases of the investment advisory business. PenDex Advisors provides investment advisory and brokerage services to individual and institutional clients, utilizing a combination of charting, fundamental and technical analysis, and market-timing techniques. The firm offers both discretionary portfolio management and commission-based brokerage programs that include short-term trading and option strategies.

Thomas Bates is a financial advisor with Oakwater Financial Advisors LLC in Ruston, Louisiana. He holds a Series 65 license and has three years of industry experience. Prior to his current role, he was a CPA and partner at Oakwater Financial Group LLC, a tax and accounting firm he co-owns with his father. He also provides contract CFO and management consulting services through Oakwater Financial LLC. Oakwater Financial Advisors LLC offers investment portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a range of strategies including options and short-selling, and advises across various investment vehicles, combining pension consulting with alternative investments and insurance products.

Lucius Mc Gehee is a Series 65-licensed financial advisor at Argent Advisors, Inc. with nine years of industry experience. He has been with Argent Advisors since 2018 and has a long tenure at Argent Trust Company, where he serves as Executive Vice President. Outside of his advisory role, he is involved in charitable grant-making through the McGehee Foundation and Argent Foundation, and serves on the Industrial Development Board of Lincoln Parish. Argent Advisors, Inc. is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $1.46 billion across diverse asset-allocation models and integrates affiliated trust-company services as custodian and sub-adviser, while also providing municipal-advisor services to government clients.

Matthew Moore is a CFP® professional with five years of industry experience, currently serving as an advisor at Argent Advisors, Inc. since 2021. Prior to this role, he worked with Argent Financial Group and served on the Lincoln Parish School Board. Outside of his advisory work, he is president of the Ruston Chess Knights club and a partner in a land management firm, Lottie Loo Tree Farm, LLC. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion in discretionary assets for individuals, high-net-worth clients, and plan sponsors. The firm offers diversified asset-allocation strategies and integrates affiliated trust-company services, with a notable focus on municipal advisory work for government clients.

Michael Jones is a financial advisor at Argent Advisors, Inc. with 41 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Argent Advisors since 2005, including a concurrent role at Argent Trust since 2010. Outside of his advisory work, he is a partner in ALWRIGHT LLC, which invests in oil and gas production and leasing, and is involved with TAP Resources, focusing on exploration and production of oil and gas. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified asset-allocation models and integrates affiliated trust-company services, also providing municipal advisory services to government clients.

Byron Moore is a CFP® with 20 years of industry experience, currently serving at Argent Advisors, Inc. since 2005, including roles with Argent Trust and Argent Insurance Services. He holds a Series 63 registration and is based in Monroe, LA. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion for individuals, high-net-worth clients, and plan sponsors. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and municipal advisory services, utilizing diversified asset-allocation models and affiliated trust-company services.