Jeffrey Lyons is a CFP®-certified financial advisor with 15 years of industry experience. He is a principal at Lyons Capital Group in Shreveport, LA, and previously worked at Raymond James & Associates for 12 years. Lyons also speaks to clients about life settlement investments as an alternate investment option. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a tailored financial planning process and manages client assets on a non-discretionary basis while often recommending external managers in a hybrid oversight arrangement.

William Mccollum is a financial advisor at Wingo Asset Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealthcare Advisory Partners LLC and Eagle Financial Management Services, over the past two decades. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm uses model-based strategies grounded in fundamental, value-oriented analysis and routinely manages third-party sub-advisers to align with client objectives.

John Wingo is a financial advisor at Wingo Asset Management, LLC with six years of industry experience and holds a Series 65 credential. He previously worked at RFG Advisory, LLC and is the managing partner of Wingo Wealth, LLC. Outside of his advisory role, he is involved as a managing partner in multiple non-investment businesses, including a self-storage complex and a document storage company. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm employs fundamental, value-oriented analysis and model portfolios, including tactical allocation and unconventional asset classes, and manages third-party sub-advisers to align with client objectives.

Arnold Castellano is a financial advisor at Castellano & Associates with 13 years of industry experience. He holds the PFS™ designation and has been involved with Arnold Castellano & Associates since 1987. Castellano maintains an active CPA/PFS tax practice alongside his advisory role. Castellano & Associates serves individual investors, including high-net-worth clients, and retirement plan sponsors, managing approximately $160.6 million for about 380 clients. The firm provides discretionary asset management, comprehensive financial planning, and ERISA plan services, integrating tax planning and preparation with its financial advisory work.

Jonathan Terry is a CFP® with two years of industry experience, currently serving as a financial advisor at Lyons Capital Group in Shreveport, LA. His prior roles include positions at Raymond James & Associates Inc. and Tauzin Financial Group. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm emphasizes a hybrid oversight approach by managing client assets on a non-discretionary basis while often recommending External Managers with discretionary authority.

Jeffrey Monsour is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Stephens Inc. from 2014 to 2022 before joining his current firm. Monsour is the sole owner of Catahoula Club, LLC, a hunting land investment outside of his advisory role. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a primarily long-term investment approach using a combination of individual equities, ETFs, bonds, and mutual funds, managing roughly $681 million with a small advisory team.

Vickie Chrisman is a financial advisor with Lees Monsour Group, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stephens Inc. for eight years before joining LMG Wealth Partners, LLC in 2022. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach, customizing portfolios with individual equities, ETFs, bonds, and mutual funds, while utilizing both fundamental and technical analysis.

Samuel Lees is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Stephens Inc for eight years before joining LMG Wealth Partners, LLC. Outside of his advisory work, he is a 33% owner of Lloyds of Sophia, LLC, a limousine service unrelated to his financial activities. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a long-term investment approach using customized portfolios with equities, ETFs, bonds, and mutual funds, managing approximately $681 million with a small advisory team.

Julie Boswell is a financial advisor with intrua Financial, holding a Series 66 designation and 17 years of industry experience. She has been with Intrua Advisory Group LLC since 2014 and also maintains a relationship with LPL Financial LLC dating back to 2010. Outside of her advisory role, she operates a photography business. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process including fundamental and technical analysis, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Brenda Goudeau is a financial advisor at Stephens with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2014. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

David Kendrick is a financial advisor with M Holdings Securities, Inc. He holds the Series 63, 65, and 66 licenses and has over 20 years of experience in the financial services industry. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies, The Summit Group, and The Teekell Company. Kendrick also founded Southern Loops Fitness LLC in 2017. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a mix of advisory and brokerage services with a focus on suitability-based recommendations, investment management, and ongoing client monitoring.

Michael Hardison is a financial advisor at Stephens with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2014. He also serves as an advisor to the student-managed investment fund at Louisiana Tech College of Business. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm combines centralized investment committees and affiliated sub-advisors to implement a range of equity, fixed-income, and alternative strategies, supported by in-house equity research and a variety of client platforms.

Connor Burke is a financial advisor with M Holdings Securities, Inc. in Shreveport, LA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at M Holdings Securities since 2014 and is also a principal at The Teekel Company. Additionally, he operates Burke & Burke Insurance, an insurance agency specializing in group insurance products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Stephen Carney is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including roles at Private Client Services and LPL Financial. He is also the owner of Carney Wealth Management, LLC. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, utilizing a combination of in-house models and third-party platforms.

Dany Martin Jr. is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, LLC and Private Client Services. He serves as a board member of Junior Achievement of North Louisiana and is involved with the nonprofit Holy Angels Champions. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and advisory services for exchange-traded funds, using a combination of in-house strategies, outside platforms, and curated alternative investments.

Rashad Johnson is a financial advisor at RFG Advisory, LLC with one year of industry experience. He previously worked at The LightWork Experience LLC and KSLA News 12. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various vehicles, including ETFs, mutual funds, and private investments, and also acts as a sub-adviser to a multi-ETF suite.

Arthur Smith II is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Harbor Financial Services, LPL Financial, and First Allied Advisory Services. His other business activities include partial ownership in Level Four Insurance Services, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion in assets for a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning and asset management, using model portfolios and affiliated or third-party sub-advisers to tailor services to client needs.

John Wilburn is a CFP® professional with 40 years of industry experience, currently serving at Momentum Independent Network Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Shreveport, LA. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm employs a platform model with third-party managers and Envestnet for investment advice and account management, offering a range of programs such as managed accounts, financial planning, and retirement plan consulting.

Brandon Wilson is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Private Client Services, LLC. Outside of his advisory role, he serves as a director for the Bwill Foundation, which organizes football camps and supports community initiatives. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, employing a mix of active and passive strategies across multiple investment platforms.

Amy Jacobs is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 63 designation and has worked at Stephens since 2014. Outside of her advisory role, she is a licensed notary and also works as a delivery driver for an on-demand food service. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house research and a range of client platforms.