Brett Josey is the principal of Brett Josey Wealth Management LLC in Benton, LA, holding a Series 65 designation with 14 years of industry experience. He has been with Brett Josey Wealth Management Inc since 1998. The firm provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. It offers distinct service tracks for high net worth clients and those with moderate investable assets, emphasizing fundamental analysis and long-term investment positions with portfolios typically built around index funds, ETFs, and selected individual equities or mutual funds.

Caleb Josey is a Series 65 licensed financial advisor with five years of industry experience. He has been with Brett Josey Wealth Management LLC since 2019. Prior to this, he held positions at BancorpSouth and worked at Heard McElroy & Vestal CPA Firm, as well as roles at Louisiana State University in Shreveport. Brett Josey Wealth Management LLC provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. The firm serves both high net worth clients and those with moderate investable assets, employing a long-term investment approach centered on fundamental analysis and portfolios built around index funds, ETFs, and select individual equities or mutual funds.

Michael Schutza is a Series 66-licensed financial professional with six years of industry experience. He is currently with Cetera and has previously worked with MML Investors Services LLC, MassMutual Life Insurance Co, and as an independent broker. Outside of his advisory role, Schutza is involved with a dental lab business where he reviews and oversees financial office records. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services, providing advisors with access to both affiliated and third-party investment models.

Cher Welch is a financial advisor at Edward Jones with 29 years of industry experience, having been with the firm since 1997. She holds Series 63 and Series 66 designations. Outside of her advisory role, she assists with the operation of Welch Farms, a cattle-raising business, and supports office work for a local erosion control construction company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and various organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.