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 the Series 66 designation and has prior experience working with Private Client Services and in sports organizations including the Cincinnati Bengals and Indianapolis Colts. Outside of his advisory role, Wilson is involved as a director of the Bwill Foundation, which organizes football camps and supports the community. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a combination of discretionary portfolio management, financial planning, alternative investments, and proprietary model strategies.

Amy Jacobs is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley before joining Stephens. 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 wealth management services to a diverse client base, including individuals, pension plans, foundations, and corporations. The firm offers a range of financial planning and portfolio management solutions, leveraging both bottom-up security selection and top-down fixed-income strategies through multiple sponsored programs and investment committees.

Thomas Williams is a CFP® with 39 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at LPL Financial, LLC. Williams serves as an advisory member of the Committee of 100, a national advisory board member for Community Renewal International, and is a committee member at First United Methodist Church. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches to manage client assets on a discretionary basis.

Joshua Mccord is a financial advisor with Stephens in Shreveport, LA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Hancock Whitney, Merrill, Bank of America, and Citizens National Bank, as well as running McCord Lawn Service for six years. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies, supported by an integrated broker-dealer and investment banking platform.

Bruce Goudeau is a financial advisor at Stephens with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2014, with prior experience at Morgan Stanley from 2010 to 2014. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

Gerald Lorey is a financial advisor with Eagle Strategies (NY Life) in Shreveport, LA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and operates multiple related businesses, including The Lorey Group and The Summit Group, which provide insurance and advisory services. Lorey is also involved as a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types and emphasizes tailoring recommendations to client goals, with most assets managed on a non-discretionary basis within an integrated New York Life structure.

Jennifer Delcomyn is a Series 65-licensed advisor at Brookstone Capital Management LLC with one year of industry experience. She has also been associated with Evans Financial Group since 2006. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

William Sumlin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2018, following tenure at Wells Fargo Advisors and Wells Fargo Clearing. Sumlin serves as a board member on the Louisiana Tech University College of Business Student Managed Investment Fund Advisory Board. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services supported by both in-house and third-party strategies.

Don Salter is a financial advisor with J. W. Cole Advisors, Inc. in Shreveport, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and Providence Investments. Outside of his advisory work, he serves as Finance Chairman for Open Door Bible Church, a nonprofit organization. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions implemented through discretionary or non-discretionary approaches.

Christopher Richmond is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Agia, Cardinal Health, NYLIFE Securities LLC, New York Life Insurance Company, and Cintas. Richmond is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Kristi Kelley is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Valic, she spent 14 years working at Paul Hight Cattle LLC. She serves as an elected County Committee Member for the USDA Service Center, participating in decisions on programs for farmers and ranchers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors utilizing centralized technology and model solutions.

Eric Gray is a financial advisor with Valic Financial Advisors in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Eagle Strategies and NYLife Securities LLC. In addition to his advisory work, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Brent Stevens is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Brent has been with Eagle Strategies since 2019 and has worked with Nylife Securities, LLC and New York Life Insurance Co. since 2012 and 2011, respectively. He also acts as an insurance broker for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and charitable and corporate clients. The firm offers various advisory programs tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

John Mitchell is a CFP® professional with 16 years of industry experience, currently affiliated with NewEdge Advisors. His career includes roles at LPL Financial, infinex Investments, and iBeria Financial Services. Mitchell also operates JMO Consulting LLC, a business entity for tax and investment purposes. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology-driven tools to support clients and advisers.

David Evans is a ChFC® with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2008. He is also the owner of Evans Financial Group, which he has operated since 1988. Outside of financial advising, he holds a federal firearms license and conducts occasional firearms sales as a part-time hobby. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

David Romero is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Company, LLC, and New England Securities. Outside of financial advising, he serves as a deputy with the Caddo Parish Sheriff’s Office and owns an independent insurance agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts through a network of Investment Adviser Representatives.

Jimmy Scruggs is a CFP® professional with 40 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2018. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an Institutional Review Board member at Willis Knighton Hospital and is a board member and minority owner of a family investment group that holds mineral rights and a stock portfolio. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, and charitable organizations. The firm offers diversified investment strategies through wrap programs, combining discretionary and non-discretionary models managed by in-house advisors and third-party managers.

Otto Grozinger is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Eagle Strategies since 2015 and has been affiliated with New York Life and its securities entities since 2004. Outside of advisory work, Grozinger is involved in insurance brokerage for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers customized solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sarah Burton is a financial advisor with Valic Financial Advisors in Shreveport, LA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Agia and held roles in education and other sectors. She is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.