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.

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.

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 Rankin Capital Investment Management, an independent firm based in Shreveport, LA. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory work, he owns and operates a separate consulting business focused on mergers and acquisitions, corporate finance, and strategic advice. Rankin Capital Investment Management provides personalized investment management and financial consultation to individuals, trusts, estates, family limited partnerships, LLCs, and family offices. The firm manages approximately $26.9 million in discretionary assets for a small client base, focusing on ongoing portfolio management with a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

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.

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.

Jay Binderim is a CFA® charterholder with nine years of industry experience. He has been with Adkins Seale Capital Management LLC since 2017 and previously worked at Regions Bank from 2012 to 2017. 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 provides discretionary portfolio management primarily through its wrap fee program and also offers retirement plan consulting and standalone financial planning, implementing both long- and short-term strategies across a variety of asset classes.

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.

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.

Roderick Williams is a financial advisor with HMV Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at HMV Wealth Advisors since 2018 and also serves as a Tax Manager at Heard, McElroy & Vestal LLC, an accounting firm, since 2015. Outside of his advisory roles, Mr. Williams is the trustee of a family children’s trust and is involved in a family-owned real estate business as President and Shareholder. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans, managing over $567 million in discretionary assets. The firm focuses on discretionary investment management and retirement plan advisory services, employing a Modern Portfolio Theory-based, diversified, passive investment approach that includes model portfolios and sub-advisory execution.

James Rogers is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Aurelius Family Office, LLC, where he has worked since 2023. Prior to this, he was with Accelerated Wealth Advisors LLC for three years and served in the U.S. Army from 2016 to 2020. Aurelius Family Office provides wealth management and comprehensive financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a quantitative and factor-based investment approach, using a mix of mutual funds, ETFs, individual securities, and alternative vehicles, and conducts regular portfolio reviews to align with client objectives and risk tolerance.

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 with HMV Wealth Advisors since 2021. In addition to her advisory role, she serves as an administrative assistant at the accounting firm Heard, McElroy & Vestal. HMV Wealth Advisors, LLC serves individuals, high‑net‑worth clients, trusts, charitable organizations, businesses, and qualified retirement plans, managing over $567 million in discretionary assets. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, passive asset-class exposures primarily through low-turnover mutual funds, ETFs, and high-quality fixed income.

Christopher Eldredge is a CFP® and PFS™ professional with three years of industry experience, currently serving as an advisor at HMV Wealth Advisors, LLC. He also works as a tax manager at Heard, McElroy & Vestal, LLC, providing tax compliance and consulting services. Eldredge is involved in family and private investment entities focused on stock investments and oil and gas interests. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes diversified, passive asset-class investing based on Modern Portfolio Theory and employs model portfolios with tax-sensitive strategies and sub-advisory execution.

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.

Nancy Nelson is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and 20 years of industry experience. She has worked at Tucker Asset Management since 2019 and previously held roles at Neltec Industries LLC, LPL Financial, Investment Centers of America, Sigma Financial Corporation, and GBT Financial Services. Nelson is a co-owner and member of Neltec Industries LLC, a for-profit business, in addition to her advisory work. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach that includes growth, fixed income, direct indexing, and alternative investments, with capabilities to integrate private and non-liquid alternatives.

Brenda Goudeau is a financial advisor with Stephens in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Stephens since 2014. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Jack Ditt Jr. is a financial advisor at Wealthcare Advisory Partners LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Eagle Gold & Silver, L.L.C. and Eagle Financial Management Services, Llc. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based planning process supported by proprietary software and applies an evidence-based investment framework that includes behavioral economics and quantitative measures to build long-term oriented portfolios.