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John W

CFP®, Series 63, Series 65

Shreveport, LA

Momentum Independent Network Inc.

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.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Brandon W

Series 66

Shreveport, LA

RFG Advisory, LLC

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.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Amy J

Series 63

Shreveport, LA

Stephens

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.

Wealth management Private / alternative investments Tax-loss harvesting
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Thomas W

CFP®, Series 63

Shreveport, LA

RFG Advisory, LLC

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.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Joshua M

Series 66

Shreveport, LA

Stephens

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.

Wealth management Private / alternative investments Tax-loss harvesting
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Lloyd E

Series 63

Shreveport, LA

Exodus Wealth, LLC

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.

Options & derivatives strategies Charitable giving & philanthropy
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Bruce G

Series 63, Series 65

Shreveport, LA

Stephens

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.

Wealth management Private / alternative investments Tax-loss harvesting
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Gerald L

Series 63, Series 65

Shreveport, LA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jennifer D

Series 65

Shreveport, LA

Brookstone Capital Management LLC

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.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Robert H

Series 66, Series 63

Shreveport, LA

Guardian Life

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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William S

Series 63, Series 65

Shreveport, LA

Benjamin F. Edwards & Company, Inc.

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Don S

Series 63, Series 65

Shreveport, LA

J. W. Cole Advisors, Inc.

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Christopher R

Series 63, Series 65

Shreveport, LA

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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David C

Series 63, Series 65

Bossier City, LA

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Kristi K

Series 65, Series 63

Shreveport, LA

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Shannon S

Series 66

Bossier City, LA

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Eric G

Series 63, Series 66

Shreveport, LA

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Richard H

ChFC®, Series 63

Bossier City, LA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Constance G

Shreveport, LA

Hornor, Townsend & kent, LLC

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.

Business succession planning Wealth management
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Timothy F

Series 63

Shreveport, LA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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