Robert Mattei is a CFP® with 15 years of industry experience and operates as the sole advisor at R.S. Mattei & Company, Inc. He has been affiliated with R.S. Mattei & Associates, Inc. and R.S. Mattei & Company, Inc. since 1993. R.S. Mattei & Company, Inc. serves individual and business clients through a personalized consulting process called the "Game-Day Pathway" and operates an advisory referral service. The firm does not provide traditional financial planning or discretionary portfolio management but refers clients to independent registered investment advisers for implementation and ongoing management.

Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.

John Montgomery is a financial advisor at Montgomery Wealth Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Montgomery & Co., LLC since 2015. Montgomery & Co. provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, small businesses, and participant-directed employee retirement plans. The firm’s investment approach follows Modern Portfolio Theory and efficient-markets principles, emphasizing diversified, low-turnover passive asset-class mutual funds and ETFs, alongside a buy-and-hold strategy.

Joel Graham is the principal advisor at Graham Financial, an independent registered investment adviser based in Shreveport, LA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, Graham serves as a full-time pastor at Norris Ferry Community Church. Graham Financial operates as a single-advisor firm providing discretionary investment management, financial planning, and supplemental tax and bookkeeping services to individuals, high-net-worth families, trusts, estates, and small businesses. The firm offers customized, generally long-term investment strategies and family-office style arrangements, including CIO engagements and retainer relationships for complex clients.

Gary Rankin is the sole advisor at DBA/Rankin Capital Investment Management in Shreveport, LA, holding a Series 65 designation with 15 years of industry experience. He has been managing his firm since 1997 and has operated Rankin Capital Investments since 1986, where he consults on mergers and acquisitions, corporate finance, and corporate turnarounds. Rankin also serves as trustee of a family trust established in 1994. Rankin Capital Investment Management provides personalized investment management and advisory services to individuals, trusts, estates, and family-office clients. The firm manages portfolios on a discretionary basis using a range of investment vehicles and emphasizes a small number of client relationships while overseeing multi-million dollar assets.

Leonard Gresens is the principal advisor at Cornerstone Investment Advisors Group, LLC in Shreveport, LA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cornerstone Investment Advisors Group since 2011. In addition to his advisory role, Gresens owns and operates an insurance agency, Cornerstone Financial Services, LLC, where he spends approximately half of his time. Cornerstone Investment Advisors Group is an independent, state-registered firm serving about 30 individual clients with $5.7 million in assets under management. The firm provides ongoing portfolio management and integrated financial planning, primarily on a non-discretionary basis, using a combination of fundamental and technical analysis, and offers a range of investment strategies including mutual funds, equities, bonds, ETFs, government securities, and insurance products.

Roderick Williams is a financial advisor at HMV Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HMV Wealth Advisors since 2018, with prior experience at Heard, McElroy & Vestal LLC and PFS Investments Inc. Outside of advisory work, Mr. Williams serves as a tax manager at an accounting firm and is trustee of a family children's trust. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a broadly diversified, passive investment approach grounded in modern portfolio theory and integrates tax and retirement-plan support through its affiliation with an accounting firm.

Diana Decharles is a CFP® professional with 40 years of industry experience. She has been with Pinnacle Asset Management Group since 1996 and previously worked at Sagepoint Financial, INC and Osaic Wealth, Inc. Outside of her advisory role, she participates in seminars and workshops on succession planning for family businesses through the Centenary Center for Family Owned Business. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a core-and-satellite approach, primarily using no-load or low-load mutual funds and ETFs, and manages most assets on a non-discretionary basis while clients retain final decision authority.

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.

Jay Binderim is a CFA® charterholder with eight years of industry experience. He has worked at Adkins Seale Capital Management LLC since 2017 and previously spent five years at Regions Bank. Adkins Seale Capital Management serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management primarily through its wrap fee program, along with retirement plan consulting and standalone financial planning, employing long- and short-term strategies across multiple asset classes.

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.

Nicole Karamales is a financial advisor at HMV Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at HMV Wealth Advisors since 2021. Additionally, she serves as an administrative assistant at the accounting firm Heard, McElroy & Vestal, LLC, dedicating several hours monthly during trading hours. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a broadly diversified, passive asset-class investment approach and integrates tax, accounting, and retirement-plan support through its affiliation with Heard, McElroy & Vestal, LLC.

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.

Christina De Charles is a financial advisor at Pinnacle Asset Management Group, Inc. with 12 years of industry experience. She holds the Series 66 designation and has worked at Kovack Securities, Inc., Osaic Wealth, Inc., and SAGEPOINT FINANCIAL. She serves as president of the Riverbrooke Homeowners Association, a nonprofit organization. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using no-load or low-load mutual funds and ETFs, primarily managing assets on a non-discretionary basis while maintaining client decision authority.

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.

Christopher Eldredge is a financial advisor at HMV Wealth Advisors, LLC with 2 years of industry experience. He holds the PFS™ designation and Series 65 license. Eldredge also serves as a tax manager at the CPA firm Heard, McElroy & Vestal, LLC, where he provides tax compliance and consulting services. Additionally, he is involved in family and energy investment entities formed with relatives and friends. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a modern portfolio theory approach, emphasizing broadly diversified, passive asset-class strategies, and integrates tax, accounting, and retirement-plan support through its affiliation with Heard, McElroy & Vestal, LLC.

Philip Adkins is a CFA charterholder with 15 years of industry experience. He has been with Adkins Seale Capital Management LLC since 2013 in Shreveport, LA. The firm serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. Adkins Seale Capital Management offers discretionary portfolio management primarily through its wrap fee program and provides retirement plan consulting and standalone financial planning upon request. The firm employs long- and short-term purchase strategies across various asset classes and is notable for its scale per advisor and sponsorship of its own wrap fee program.

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.