David Kendrick is a financial advisor with M Holdings Securities, Inc. based in Shreveport, LA. He holds the Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. His prior work history includes roles at New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies, The Summit Group, LLC, and The Teekell Company. He also operated Southern Loops Fitness LLC for one year. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing monitoring and the use of third-party sub-advisors and platform providers.

Michael Hardison is a financial advisor at Stephens with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 2014. Hardison serves as an advisor to the student-managed investment fund at Louisiana Tech College of Business. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients through tailored portfolio programs and committee-based oversight. The firm combines advisory services with substantial broker-dealer and investment banking activities, offering a wide range of financial solutions.

Micah Tipton is a Series 65-licensed advisor with three years of industry experience, currently serving clients at Exodus Wealth, LLC. Prior to joining Exodus Wealth, he worked at Brookstone Wealth Advisors and Evans Financial Group. He is also the owner of Armor Life & Annuity, an independent life insurance and annuity business that he maintains with existing clients. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm provides discretionary portfolio management alongside standalone financial plans and utilizes a blend of fundamental, technical, and cyclical analysis across various investment strategies.

Matthew Johnson is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC. His prior roles include positions at LPL Financial LLC, Capital One Sharebuilder, Inc., and Capital One Investment Services, LLC. Johnson also maintains business entities used for tax and investment purposes. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, direct indexing, and alternative investments.

Matthew Bankston is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at RSM US Wealth Management, LPL Financial, and Argent Financial Group. Outside of his advisory work, he is a co-owner of a business focused on renovating and selling residential properties. Choreo provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Connor Burke is a financial advisor with M Holdings Securities, Inc. in Shreveport, LA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at M Holdings Securities since 2014 and is also a principal at The Teekel Company. Additionally, he operates Burke & Burke Insurance, an insurance agency specializing in group insurance products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Stephen Carney is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding the ChFC® designation and Series 66 license. He has 27 years of industry experience, including roles at Private Client Services since 2018 and LPL Financial from 2015 to 2018. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary model strategies, offering both actively managed and passive investment approaches.

David Lentz is a financial advisor at Wealthcare Advisory Partners LLC with over a decade of experience in the industry. He holds Series 65 and Series 66 licenses and has previously worked at Quants Capital Management, Kestra Financial, and Prospéra Financial Services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative investments through a goals-based, evidence-driven investment process.

Charles Gray III is a financial advisor with Wealthcare Advisory Partners LLC in Shreveport, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing. Outside of advisory work, he is co-owner of BDD Operations LLC, a real estate development entity with limited involvement. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individual and institutional clients, utilizing a goals-based approach supported by proprietary software and quantitative metrics. The firm combines passive and active investment strategies and offers a range of portfolio management and retirement plan advisory services.

Kenneth Wessels is a financial advisor with Prosperity Wealth Management, Inc. in Bossier City, LA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Oneamerica Securities, Inc. and American United Life. He serves as a board member of the Lions Club in Bossier City and volunteers with the Shreveport Little Theatre. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients, employing a multi-method investment approach and conducting due diligence on recommended third-party managers.

Dany Martin Jr. is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial and NSA, LLC. Martin serves as a board member of Junior Achievement of North Louisiana and is involved with the nonprofit Holy Angels Champions. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for a diverse client base. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, using a combination of actively managed and passive strategies with a focus on risk management.

Rashad Johnson is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at The LightWork Experience LLC and KSLA News 12. 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 offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Arthur Smith II is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Harbor Financial Services, LLC, and LPL Financial, LLC. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various wrap-fee programs through both affiliated and unaffiliated sub-advisors.

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 Series 63-licensed advisor at Stephens with 19 years of industry experience. She has worked at Stephens since 2014. Outside of her advisory role, she is a licensed notary and has worked as a delivery driver for an on-demand food service. 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.

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 at Stephens with eight years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank, Merrill, and Hancock Whitney. Prior to his financial services career, he operated McCord Lawn Service for six years. 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.

Lloyd Etheredge Jr. is a financial advisor with Exodus Wealth, LLC, holding a Series 63 designation and 41 years of industry experience. His work history includes roles at Prosperity Wealth Management Inc., Fortune Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of advisory work, he owns Etheredge Insurance LLC, offering various insurance products, and is involved in a Masonic organization as treasurer. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans, providing asset management, financial planning, and consulting services. The firm employs a multi-strategy investment approach with regular portfolio reviews and due diligence on third-party managers, managing several hundred million dollars in discretionary assets.

Bruce Goudeau is a financial advisor at Stephens with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2014. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm combines tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside its advisory services.