Joe Kersey is a financial advisor at EGP Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Edward Jones, and Infinidat. Joe is also a licensed insurance agent in multiple states, including Alabama, Arkansas, and Virginia, offering life, health, annuities, and mutual fund products. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses. The firm utilizes model portfolios based on modern portfolio theory and emphasizes ongoing monitoring and rebalancing across ETFs, mutual funds, stocks, and bonds.

Colin Gorman is a financial advisor with EGP Wealth Management, LLC, holding a PFS™ designation and Series 66 license, and has 21 years of industry experience. His career includes roles at EGP Wealth Management, EGP PLLC, and 1st Global Advisors, Inc. Outside of advisory work, he serves as Junior Vice Commander for the Marine Corps League, Sid McMath Detachment, and is a finance committee member at First United Methodist Church. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses, employing model portfolios based on modern portfolio theory with a focus on ETFs, mutual funds, stocks, and bonds.

Lindsey Baker is a financial advisor at EGP Wealth Management, LLC with 10 years of industry experience and holds the Series 66 designation. She has worked at EGP Wealth Management since 2016 and was previously with 1st Global Advisors, Inc. and 1st Global Capital Corp. Baker is also a partner at EGP, PLLC, an accounting firm. EGP Wealth Management provides investment advisory, financial planning, and pension consulting to individuals, retirement plans, and businesses. The firm employs model portfolios and modern portfolio theory principles, focusing on ETFs, mutual funds, stocks, and bonds, with both discretionary and non-discretionary management options.

Angela Frazier is a financial advisor with EGP Wealth Management, LLC in North Little Rock, AR. She holds a Series 66 designation and has 12 years of industry experience. Prior to joining EGP Wealth Management, she worked at 1st Global Advisors, Inc. and 1st Global Capital Corp from 2014 to 2018. She is also a partner at EGP, PLLC, an accounting firm. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses. The firm utilizes model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management, with ongoing monitoring and rebalancing.