Amy Jacobs is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley before joining Stephens. Outside of her advisory role, she is a licensed notary and also works as a delivery driver for an on-demand food service. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and corporations. The firm offers a range of financial planning and portfolio management solutions, leveraging both bottom-up security selection and top-down fixed-income strategies through multiple sponsored programs and investment committees.

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.

Joshua Mccord is a financial advisor with Stephens in Shreveport, LA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Hancock Whitney, Merrill, Bank of America, and Citizens National Bank, as well as running McCord Lawn Service for six years. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies, supported by an integrated broker-dealer and investment banking platform.

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.

Bruce Goudeau is a financial advisor at Stephens with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2014, with prior experience at Morgan Stanley from 2010 to 2014. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

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 holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. He previously operated Hudnall Wealth LLC and serves as a power of attorney for a family member. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including proprietary and third-party portfolios, with both discretionary and non-discretionary options.

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.

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 with Hornor, Townsend & Kent, LLC, bringing 21 years of industry experience. She has worked at Hornor, Townsend & Kent since 2019 and previously held roles at Penn Mutual Life Insurance Company and LPL Financial. In addition to her advisory work, she is a licensed insurance agent involved in life, accident, health, disability, long-term care insurance, and annuity sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm provides both advisory and broker-dealer services with a focus on tailored investment strategies and a combination of discretionary and non-discretionary account management.

Timothy Fitzgerald is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding a Series 63 designation and 41 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 1985, alongside ownership of TFG Financial, LLC where he brokers non-registered insurance products. Outside of finance, he is involved with the Shreveport Youth Boxing Club as a board member, supporting programs for inner-city youth. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types and focuses primarily on non-discretionary management, tailoring recommendations to client and plan sponsor objectives.

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 CFP® professional with 16 years of industry experience, currently affiliated with NewEdge Advisors. His career includes roles at LPL Financial, infinex Investments, and iBeria Financial Services. Mitchell also operates JMO Consulting LLC, a business entity for tax and investment purposes. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology-driven tools to support clients and advisers.