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.

Robert Hudnall is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, and managing Hudnall Wealth LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs that combine proprietary and third-party model portfolios.

William Sumlin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sumlin serves on the advisory board for the Louisiana Tech University College of Business Student Managed Investment Fund. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies supported by a dedicated Investment Strategy Committee.

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.

David Campbell is a financial advisor at First Command Advisory Services with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including J.P. Morgan Securities, Gibsland Bank & Trust Financial Services, and Tucker Asset Management. Before entering the financial industry, he served in the U.S. Army for 18 years and worked with Caddo Parish Schools in the JROTC program. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Shannon Singleton is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, Singleton served six years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

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.

Richard Harville is a ChFC® with 36 years of experience in the financial services industry. He is currently with Eagle Strategies (NY Life) and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1989. Harville is also involved in insurance brokering for non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Constance Green is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She has worked at Hornor, Townsend & Kent since 2019 and previously at LPL Financial. In addition to her advisory role, she is an agent for 1847 Financial, providing life insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of custody, execution, and brokerage capabilities alongside investment advice.

Timothy Fitzgerald is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding a Series 63 designation and over 40 years of industry experience. He has worked with New York Life and its affiliates since 1985 and operates his own insurance brokerage, TFG Financial, LLC. Outside of his advisory practice, he serves as a board member for the Shreveport Youth Boxing Club, a nonprofit organization supporting inner-city youth through boxing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

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 financial advisor with NewEdge Advisors in Shreveport, LA, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at LPL Financial, LLC and infinex Investments, Inc. He is also involved with JMO Consulting LLC, a business entity used for tax and investment purposes. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytical approaches and regular portfolio reviews.

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 ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Executive Financial Planning and Ameritas Life Insurance Corp., among others. Outside of his advisory work, Romero serves as a deputy with the Caddo Parish Sheriff’s Office. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jimmy Scruggs is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves on the Institutional Review Board at Willis Knighton Hospital and is a board member and partial owner of a family investment group managing mineral rights and stock holdings. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized strategies, combining active and passive investment approaches, and supports clients with ongoing due diligence, monitoring, and rebalancing.

Mark Epp is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Cetera, Cetera Wealth Services, and Concourse Financial Group Securities, and he has operated Providus Wealth Management since 2013. Outside of his advisory work, he is involved in the fixed life and health insurance industry through several leadership roles in insurance agencies. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Noah Domangue is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His previous work includes roles at Park Avenue Securities, AllState Insurance Company, and experience in the restaurant industry. He has been associated with Nicholls State University since 2019. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.