Eilesia Dixon is a CFP® with 23 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2020. Her prior experience includes roles at LPL Financial and Wells Fargo Advisors. She is also the treasurer of Louisiana Hunters for Heroes, a nonprofit providing hunting and fishing opportunities for veterans. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized, long-term portfolio management and financial planning using a range of investment vehicles and may utilize third-party money managers and wrap programs.

Darren Oglesby is a financial advisor with Money Concepts Capital Corp in Monroe, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Money Concepts Capital Corp since 1995 and is also associated with Huggins, Oglesky And Associates. Outside of his advisory role, he owns and operates several non-investment businesses, including trampoline park holding companies and aviation-related ventures. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Charles Barber is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Brookstone Capital Management LLC and also owns Barber Asset Management, where he focuses on life and annuity products, estate planning, long-term care planning, Medicaid planning, and notary public services. His prior experience includes roles at Pennington Financial, LLC. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a turnkey asset management platform and wrap-fee programs.

Lewis Young is a financial advisor with CWM, LLC, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Cetera Wealth Services, LPL Financial, NewEdge Advisors, and Sigma Planning Corporation. He currently serves as a portfolio strategist at CWM, LLC, focusing on reviewing and implementing portfolio investment models. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee and combines multiple analytical approaches, sub-advisors, and customization tools to provide comprehensive portfolio management and retirement-plan services.

William Breaux Jr. is a financial advisor with Valic Financial Advisors in Monroe, LA, holding Series 65 and Series 63 credentials and having nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and emphasizes a large-scale, technology-driven approach to portfolio management and financial planning.

Michael Fulco is a financial advisor with Eagle Strategies (NY Life) based in Monroe, LA. He holds the ChFC® designation and has 49 years of industry experience. Since 2010, he has also operated Executive Benefit Strategies, LLC, a business focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Elizabeth Hinton is a financial advisor at CWM, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Carson Wealth, Smith Wealth Management Group, and LPL Financial. In addition to her advisory role, she serves as a notary. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Robin Saterfiel is a financial advisor with VOYA Financial Advisors, Inc. based in West Monroe, Louisiana. He holds Series 63 and Series 65 credentials and has 19 years of industry experience, including 12 years with VOYA. Outside of his advisory role, he operates as an independent insurance agent and serves as a notary public. VOYA Financial Advisors provides services to individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures.

Walter Lawrence is a financial advisor with Eagle Strategies (NY Life) in Monroe, LA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Eagle Strategies in 2021, he spent eight years with Edward Jones. Lawrence serves as Faithful Navigator for the Knights of Columbus John C Marsh Assembly 329 and is active in the Rotary Club of Monroe. He also works as a poll commissioner for Ouachita Parish. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of programs including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Jordan Smith is a financial advisor at Money Concepts Capital Corp with seven years of industry experience. He holds a Series 65 designation and has worked previously with Jordan Smith Insurance Agency LLC and Fletcher Financial Group. Outside of his advisory role, he is involved with Oglesby Financial Group, focusing on client paperwork and documentation. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs and partners with third-party managers and platforms such as Envestnet for trading and reporting support.

Robert Yarbrough Jr. is a financial advisor at LPL Financial with 10 years of industry experience and a Series 66 designation. His work history includes roles at Cetera, Edward Jones, and his own firms, Yarbrough Capital Advisors and Yarbrough Financial Group. He is also active as a content creator and conducts seminars and workshops through Yarbrough Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

James Orten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides guidance by leveraging Merrill’s investment resources alongside the banking services of Bank of America to support various aspects of clients’ financial needs. James has been active in the financial services industry since 1981 and joined Merrill Lynch Wealth Management in 1995. He holds a bachelor's degree in business from Louisiana Tech University and a graduate degree in banking from the School of Banking of the South. He also holds the Personal Investment Advisor (PIA) designation. James is recognized as a member of the Guillot Orten Breaux Nelson Group, which was named to the Forbes “Best-in-State Wealth Management Teams” list in 2023 and 2024.

Kelsey Davis is a Financial Advisor at Merrill Lynch Wealth Management. She provides financial guidance and services to clients with a focus on wealth management strategies. Kelsey holds a Bachelor's Degree from Texas Tech University System. Further details about her professional experience, areas of expertise, or personal interests have not been provided.

Mark McNeely is a CFP®-certified financial advisor with 23 years of industry experience, currently serving clients at LPL Financial in Monroe, LA. His prior experience includes roles at NewEdge Advisors, Raymond James & Associates, Morgan Keegan & Company, and Chase Investment Services Corp. In addition to his advisory work, he operates a tax preparation service. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with a variety of investment platforms and utilizes technology tools for operational and research assistance.

Jay Calhoun II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at NYLIFE SECURITIES LLC, New York Life Insurance Co., Cetera, and Primerica Advisors. He is also involved with Wellbuilt Advising and Consulting, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

Thomas Lewis is a financial advisor with LPL Financial in Monroe, Louisiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2002 in multiple roles and was previously associated with Raymond James Financial and Amsouth Investment Management Company. Lewis operates Lewis and Miller, LLC, an affiliated business related to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing tools and a broad network of over 22,800 advisors.

Kendall Thamm is a Series 66-licensed financial advisor with LPL Financial, bringing six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James Financial Services for seven years. Outside of his advisory role, he is the owner of KST Financial, LLC, a support company he formed while independent with Raymond James. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Kenneth Guillot is the Senior Resident Director and a financial advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2004. With over 17 years of experience in the financial services industry, he focuses on managing new wealth, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and retirement income. He emphasizes creating personalized financial strategies tailored to clients' long-term goals, supported by Merrill's investment insights and Bank of America's banking and lending solutions. Mr. Guillot is a lifelong resident of Northeast Louisiana and a graduate of Louisiana Tech University, where he also played baseball. He holds the Personal Investment Advisor (PIA) designation and is involved in various professional and community organizations, including serving as a board member of the Big Whit 77 Foundation and past president of both the Louisiana Tech University Alumni Association and the West Monroe High School Foundation. Outside of work, he enjoys sports-related activities, spending time with his family, and community service through his local church.

James Kennedy is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016, working in West Monroe, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Sidney Jones is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, First Horizon Advisors, Jordan Wiggins State Farm LLC, and the City of West Monroe. Prior to his advisory career, he was employed at the University of Louisiana at Monroe for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.