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.

Samuel Lees is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Stephens Inc for eight years before joining LMG Wealth Partners, LLC. Outside of his advisory work, he is a 33% owner of Lloyds of Sophia, LLC, a limousine service unrelated to his financial activities. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a long-term investment approach using customized portfolios with equities, ETFs, bonds, and mutual funds, managing approximately $681 million with a small advisory team.

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.

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.