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.

Michael Schutza is a financial professional at Cetera with five years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services LLC and MassMutual Life Insurance Co. Outside of financial advising, Schutza is involved with CDS Dental Studio Inc., a dental lab business where he oversees financial office records. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to a range of investment programs and third-party money managers.

Cher Welch is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she assists her husband with managing their farm, Welch Farms, where they raise and sell cattle, and she is involved with the Vivain Chamber of Commerce as a board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branches.