John Montgomery is a financial advisor at Montgomery Wealth Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Montgomery & Co., LLC since 2015. Montgomery & Co. provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, small businesses, and participant-directed employee retirement plans. The firm’s investment approach follows Modern Portfolio Theory and efficient-markets principles, emphasizing diversified, low-turnover passive asset-class mutual funds and ETFs, alongside a buy-and-hold strategy.

Robert Mattei is a CFP® with 15 years of industry experience and operates as the sole advisor at R.S. Mattei & Company, Inc. He has been affiliated with R.S. Mattei & Associates, Inc. and R.S. Mattei & Company, Inc. since 1993. R.S. Mattei & Company, Inc. serves individual and business clients through a personalized consulting process called the "Game-Day Pathway" and operates an advisory referral service. The firm does not provide traditional financial planning or discretionary portfolio management but refers clients to independent registered investment advisers for implementation and ongoing management.

Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.

Joel Graham is the principal advisor at Graham Financial, an independent registered investment adviser based in Shreveport, LA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, Graham serves as a full-time pastor at Norris Ferry Community Church. Graham Financial operates as a single-advisor firm providing discretionary investment management, financial planning, and supplemental tax and bookkeeping services to individuals, high-net-worth families, trusts, estates, and small businesses. The firm offers customized, generally long-term investment strategies and family-office style arrangements, including CIO engagements and retainer relationships for complex clients.

Gary Rankin is the sole advisor at Rankin Capital Investment Management, an independent firm based in Shreveport, LA. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory work, he owns and operates a separate consulting business focused on mergers and acquisitions, corporate finance, and strategic advice. Rankin Capital Investment Management provides personalized investment management and financial consultation to individuals, trusts, estates, family limited partnerships, LLCs, and family offices. The firm manages approximately $26.9 million in discretionary assets for a small client base, focusing on ongoing portfolio management with a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Leonard Gresens is the principal advisor at Cornerstone Investment Advisors Group, LLC in Shreveport, LA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cornerstone Investment Advisors Group since 2011. In addition to his advisory role, Gresens owns and operates an insurance agency, Cornerstone Financial Services, LLC, where he spends approximately half of his time. Cornerstone Investment Advisors Group is an independent, state-registered firm serving about 30 individual clients with $5.7 million in assets under management. The firm provides ongoing portfolio management and integrated financial planning, primarily on a non-discretionary basis, using a combination of fundamental and technical analysis, and offers a range of investment strategies including mutual funds, equities, bonds, ETFs, government securities, and insurance products.

Diana Decharles is a CFP® professional with 40 years of industry experience. She has been with Pinnacle Asset Management Group since 1996 and previously worked at Sagepoint Financial, INC and Osaic Wealth, Inc. Outside of her advisory role, she participates in seminars and workshops on succession planning for family businesses through the Centenary Center for Family Owned Business. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a core-and-satellite approach, primarily using no-load or low-load mutual funds and ETFs, and manages most assets on a non-discretionary basis while clients retain final decision authority.

Jeffrey Lyons is a CFP®-certified financial advisor with 15 years of industry experience. He is a principal at Lyons Capital Group in Shreveport, LA, and previously worked at Raymond James & Associates for 12 years. Lyons also speaks to clients about life settlement investments as an alternate investment option. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a tailored financial planning process and manages client assets on a non-discretionary basis while often recommending external managers in a hybrid oversight arrangement.

William Mccollum is a financial advisor at Wingo Asset Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealthcare Advisory Partners LLC and Eagle Financial Management Services, over the past two decades. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm uses model-based strategies grounded in fundamental, value-oriented analysis and routinely manages third-party sub-advisers to align with client objectives.

John Wingo is a financial advisor at Wingo Asset Management, LLC with six years of industry experience and holds a Series 65 credential. He previously worked at RFG Advisory, LLC and is the managing partner of Wingo Wealth, LLC. Outside of his advisory role, he is involved as a managing partner in multiple non-investment businesses, including a self-storage complex and a document storage company. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm employs fundamental, value-oriented analysis and model portfolios, including tactical allocation and unconventional asset classes, and manages third-party sub-advisers to align with client objectives.

Jay Binderim is a CFA® charterholder with nine years of industry experience. He has been with Adkins Seale Capital Management LLC since 2017 and previously worked at Regions Bank from 2012 to 2017. The firm serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. Adkins Seale Capital Management provides discretionary portfolio management primarily through its wrap fee program and also offers retirement plan consulting and standalone financial planning, implementing both long- and short-term strategies across a variety of asset classes.

Arnold Castellano is a financial advisor at Castellano & Associates with 13 years of industry experience. He holds the PFS™ designation and has been involved with Arnold Castellano & Associates since 1987. Castellano maintains an active CPA/PFS tax practice alongside his advisory role. Castellano & Associates serves individual investors, including high-net-worth clients, and retirement plan sponsors, managing approximately $160.6 million for about 380 clients. The firm provides discretionary asset management, comprehensive financial planning, and ERISA plan services, integrating tax planning and preparation with its financial advisory work.

Jonathan Terry is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Lyons Capital Group and has held positions at The Leaders Group, Raymond James & Associates Inc., and Tauzin Financial Group. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers non-discretionary investment management, focusing on tailored financial planning and portfolios constructed using ETFs, mutual funds, equities, and other instruments.

Cole Smith is a financial advisor with Lyons Capital Group in Shreveport, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at Progressive Bank and Sports South. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm delivers non-discretionary investment management, retirement plan advisory, and implementation support, using a process that combines fundamental and technical analysis with a long-term orientation.

Christina De Charles is a financial advisor at Pinnacle Asset Management Group, Inc. with 12 years of industry experience. She holds the Series 66 designation and has worked at Kovack Securities, Inc., Osaic Wealth, Inc., and SAGEPOINT FINANCIAL. She serves as president of the Riverbrooke Homeowners Association, a nonprofit organization. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using no-load or low-load mutual funds and ETFs, primarily managing assets on a non-discretionary basis while maintaining client decision authority.

Philip Adkins is a CFA charterholder with 15 years of industry experience. He has been with Adkins Seale Capital Management LLC since 2013 in Shreveport, LA. The firm serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. Adkins Seale Capital Management offers discretionary portfolio management primarily through its wrap fee program and provides retirement plan consulting and standalone financial planning upon request. The firm employs long- and short-term purchase strategies across various asset classes and is notable for its scale per advisor and sponsorship of its own wrap fee program.

Roderick Williams is a financial advisor with HMV Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at HMV Wealth Advisors since 2018 and also serves as a Tax Manager at Heard, McElroy & Vestal LLC, an accounting firm, since 2015. Outside of his advisory roles, Mr. Williams is the trustee of a family children’s trust and is involved in a family-owned real estate business as President and Shareholder. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans, managing over $567 million in discretionary assets. The firm focuses on discretionary investment management and retirement plan advisory services, employing a Modern Portfolio Theory-based, diversified, passive investment approach that includes model portfolios and sub-advisory execution.

Jeffrey Monsour is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Stephens Inc. from 2014 to 2022 before joining his current firm. Monsour is the sole owner of Catahoula Club, LLC, a hunting land investment outside of his advisory role. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a primarily long-term investment approach using a combination of individual equities, ETFs, bonds, and mutual funds, managing roughly $681 million with a small advisory team.

Vickie Chrisman is a financial advisor with Lees Monsour Group, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stephens Inc. for eight years before joining LMG Wealth Partners, LLC in 2022. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach, customizing portfolios with individual equities, ETFs, bonds, and mutual funds, while utilizing both fundamental and technical analysis.

James Rogers is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Aurelius Family Office, LLC, where he has worked since 2023. Prior to this, he was with Accelerated Wealth Advisors LLC for three years and served in the U.S. Army from 2016 to 2020. Aurelius Family Office provides wealth management and comprehensive financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a quantitative and factor-based investment approach, using a mix of mutual funds, ETFs, individual securities, and alternative vehicles, and conducts regular portfolio reviews to align with client objectives and risk tolerance.