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.

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.

John Paul is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Eagle Strategies since 2013 and has over three decades of tenure with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm offers multiple program types while emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Candy Martin is a financial advisor with Valic Financial Advisors in Shreveport, LA. She holds a Series 66 designation and has one year of industry experience with Valic and one year with Edward Jones. Outside of her financial career, she has been a self-employed hair stylist for over 30 years. Valic Financial Advisors, Inc. 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 unified managed account programs through a large network of advisors, utilizing technology and model solutions to serve approximately 300,000 clients.

Marcia Jones is a financial advisor with Benjamin F. Edwards & Company, Inc. in Shreveport, LA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, with a focus on both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Daniel Smith is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Daniel has been with Eagle Strategies since 2011 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring advice to client objectives, with a majority of its assets managed on a non-discretionary basis.

Melissa Mcconnell is a financial advisor with Valic Financial Advisors in Shreveport, LA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Valic Financial Advisors since 2000 and is also involved with Agia in a non-securities insurance capacity. Additionally, she serves as treasurer for Project Graduation 2026, a parent organization that raises funds for an after-graduation party. 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, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Jaime Watson is a financial advisor with Valic Financial Advisors holding a Series 66 designation and currently has one year of industry experience. Prior to joining Valic Financial Advisors, Jaime worked at CMR Fiber and has held roles at RCW Group, LLC and Taylor-Robertson, LLC. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth and ultra‑high net worth clients, as well as employer‑sponsored retirement participants. The firm offers a range of wrap programs, portfolio management, and financial planning services through a large network of advisors and leverages centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Shelly Johnson is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including NYlife Securities LLC and The Summit Group. Outside of finance, she was involved with Great Raft Brewing from 2021 to 2023. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a range of advisory programs and emphasizes customized recommendations aligned with client objectives and plan sponsor criteria.

Bonnie Corbett is a financial advisor at Edward Jones in Shreveport, LA, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Moore is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at Cadence Bank, BancorpSouth, Infinex Investments, Ameriprise Financial Services, and Capital One Investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting various investment strategies with both discretionary and non-discretionary options.