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.

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.