Wesley Roan is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 63 designation and 19 years of industry experience. He previously worked for Primerica Advisors and Primerica Financial Services for 17 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

Matthew Ponder is a financial advisor with LPL Financial in Shreveport, Louisiana, holding Series 63 and Series 65 registrations and 19 years of industry experience. He previously spent 17 years with Primerica Advisors and Primerica Financial Services. Ponder serves as a nonprofit board member for Norris Ferry Community Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its platform includes financial planning, model portfolios, third-party asset management, and institutional solutions, supported by a broad network of investment adviser representatives.