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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 Series 66-licensed financial advisor with RFG Advisory, LLC, based in Shreveport, Louisiana, and has one year of industry experience. Prior to joining RFG Advisory, he worked with Private Client Services and spent six years with the Cincinnati Bengals. Outside of his advisory role, he serves as a director of the Bwill Foundation, which organizes football camps and community support activities. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management through a variety of model strategies, third-party platforms, and offers curated access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Amy J

Series 63

Shreveport, LA

Stephens

Amy Jacobs is a financial advisor with Stephens in Shreveport, LA, holding a Series 63 designation and 19 years of industry experience. She has worked at Stephens since 2014 and previously spent four years with Morgan Stanley. Outside of her advisory role, Jacobs is a licensed notary and has worked as a delivery driver for a food delivery service. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of services including advisory, brokerage, investment banking, and custody, with a focus on combining bottom-up equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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, where he has worked since 2015, and previously spent over two decades at LPL Financial, LLC. Williams serves as an advisory member on the Committee of 100 and holds positions on the national advisory board of Community Renewal International as well as a committee member role at First United Methodist Church. RFG Advisory, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms while also acting as a sub-adviser to multiple ETFs.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career 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 the Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Hancock Whitney Investment Services, Merrill, Bank of America, and Citizens National Bank. Prior to his finance career, he operated McCord Lawn Service for six years. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 worked at Stephens since 2014, including four years at Morgan Stanley prior to that. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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) based in Shreveport, LA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and operates The Lorey Group and The Summit Group, both involved in brokering insurance products. Outside of finance, he is involved with Southern Loops Fitness LLC. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based hourly advice and retirement plan consulting, with a focus on non-discretionary asset management.

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 63, Series 66

Shreveport, LA

Guardian Life

Robert Hudnall is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 certifications and 14 years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, and his own firm, Hudnall Wealth LLC. Outside of advisory work, he is involved with an insurance product offering distinct from Guardian and serves as power of attorney for a family member. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

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 licenses and bringing 30 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a board member for the Louisiana Tech University College of Business Student Managed Investment Fund Advisory Board. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting 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 63, Series 65

Shreveport, LA

Valic Financial Advisors

Kristi Kelley is a financial advisor with Valic Financial Advisors in Shreveport, LA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic Financial Advisors, she worked for 14 years at Paul Hight Cattle LLC. Outside of her advisory role, she serves as a county committee member for the USDA Service Center, providing information and approving program applications for farmers and ranchers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and model-based investment 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 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.

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 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.

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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