Scott Salvail is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Raymond James Financial Services, Inc. and Morgan Stanley Private Bank. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Otto Grozinger is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Eagle Strategies since 2015 and has been affiliated with New York Life and its securities entities since 2004. Outside of advisory work, Grozinger is involved in insurance brokerage for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers customized solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sarah Burton is a financial advisor with Valic Financial Advisors in Shreveport, LA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Agia and held roles in education and other sectors. She is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves 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.

Denis Poljak is a CFP® with over 31 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes previous roles at Morgan Stanley Private Bank and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and selected third-party managers.

John Paul is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Eagle Strategies since 2013 and has over three decades of tenure with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm offers multiple program types while emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Candy Martin is a financial advisor with Valic Financial Advisors in Shreveport, LA. She holds a Series 66 designation and has one year of industry experience with Valic and one year with Edward Jones. Outside of her financial career, she has been a self-employed hair stylist for over 30 years. Valic Financial Advisors, Inc. 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 unified managed account programs through a large network of advisors, utilizing technology and model solutions to serve approximately 300,000 clients.

Marcia Jones is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.

Daniel Smith is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Daniel has been with Eagle Strategies since 2011 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring advice to client objectives, with a majority of its assets managed on a non-discretionary basis.

Melissa Mcconnell is a financial advisor with Valic Financial Advisors in Shreveport, LA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Valic Financial Advisors since 2000 and is also involved with Agia in a non-securities insurance capacity. Additionally, she serves as treasurer for Project Graduation 2026, a parent organization that raises funds for an after-graduation party. 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, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Davor Poljak is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a support company based in Shreveport, LA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management.

Joseph Fell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a wealth and portfolio specialist support company. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning solutions.

Jaime Watson is a financial advisor with Valic Financial Advisors holding a Series 66 designation and currently has one year of industry experience. Prior to joining Valic Financial Advisors, Jaime worked at CMR Fiber and has held roles at RCW Group, LLC and Taylor-Robertson, LLC. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth and ultra‑high net worth clients, as well as employer‑sponsored retirement participants. The firm offers a range of wrap programs, portfolio management, and financial planning services through a large network of advisors and leverages centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Shannon Wheeler is a financial advisor with Empower Advisory Group in Bossier City, LA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and at Valic Financial Advisors since 2016. Outside of his advisory role, he manages Software Works Consulting, LLC, a business focused on website building and computer maintenance. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for IRA and retail brokerage clients, using integrated services tied to Empower’s recordkeeping and administrative platforms.

Luke Groninger is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at various First Command entities since 2017 and previously was employed at Centenary College of Louisiana. Outside of his advisory role, he serves as a soldier in the United States Army Reserves and owns Warrior's Shield LLC, a limited liability company used for lease agreements. 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 team, using model portfolios and approved third-party managers.

Jason Adams is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, where he serves as a client relationship manager. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and portfolio management services.

John Simpson II is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a wealth and portfolio specialist business based in Shreveport, LA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options.

Warren Bradley is a financial advisor with Eagle Strategies (NY Life) in Shreveport, LA, holding a Series 66 designation and having 12 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with NYLIFE Securities LLC and TFG Financial, LLC for over a decade. Outside of his advisory roles, he serves as a board member at Southfield School, contributing to policy and decision-making. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shelly Johnson is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including NYlife Securities LLC and The Summit Group. Outside of finance, she was involved with Great Raft Brewing from 2021 to 2023. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a range of advisory programs and emphasizes customized recommendations aligned with client objectives and plan sponsor criteria.

John Todd Mcdaniel is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at Brookstone Capital Management LLC. Mcdaniel also owns and operates McDaniel Wealth, LLC dba McDaniel Financial, where he is involved in insurance sales and trading fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and consulting services.

Loren Lepore is a financial advisor with First Command Advisory Services holding a Series 66 license and two years of industry experience. His prior work includes roles at various First Command entities and service in the Louisiana Army National Guard, where he serves as a Critical Care Flight Paramedic providing medical support for injured service members. 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, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.