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 with Wingo Asset Management, LLC in Shreveport, LA, holding a Series 65 designation and seven years of industry experience. He previously worked at RFG Advisory, LLC and has managed Wingo Wealth, LLC since 2014, where he markets various insurance products. Outside of investment advisory services, he is involved as a managing partner in several non-investment businesses including self storage and document storage ventures. Wingo Asset Management provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and retirement plan consulting to both individual and institutional clients. The firm employs a value-oriented investment approach with strategically allocated model portfolios and emphasizes absolute returns utilizing tactical allocation and alternative investment strategies.

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.

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.

Samuel Lees is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Stephens Inc for eight years before joining LMG Wealth Partners, LLC. Outside of his advisory work, he is a 33% owner of Lloyds of Sophia, LLC, a limousine service unrelated to his financial activities. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a long-term investment approach using customized portfolios with equities, ETFs, bonds, and mutual funds, managing approximately $681 million with a small advisory team.

Julie Boswell is a financial advisor with intrua Financial, holding a Series 66 designation and 17 years of industry experience. She has been with Intrua Advisory Group LLC since 2014 and also maintains a relationship with LPL Financial LLC dating back to 2010. Outside of her advisory role, she operates a photography business. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process including fundamental and technical analysis, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Brenda Goudeau is a financial advisor at Stephens with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for four years before joining Stephens in 2014. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm offers a range of investment programs and integrates broker-dealer and investment banking capabilities alongside in-house equity research.

Jack Ditt Jr. is a financial advisor at Wealthcare Advisory Partners LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Eagle Gold & Silver, L.L.C. and Eagle Financial Management Services, Llc. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based planning process supported by proprietary software and applies an evidence-based investment framework that includes behavioral economics and quantitative measures to build long-term oriented portfolios.

David Kendrick is a financial advisor with M Holdings Securities, Inc. based in Shreveport, LA. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Eagle Strategies, The Summit Group, LLC, and The Teekell Company. He was also involved with Southern Loops Fitness LLC for a year. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house and third-party sub-advisors.

Michael Hardison is a financial advisor with Stephens, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked at Stephens since 2014 and previously spent four years at Morgan Stanley. Hardison serves as an advisor for the student-managed investment fund at Louisiana Tech College of Business. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

Connor Burke is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He also serves as a principal at The Teekel Company and operates Burke & Burke Insurance, where he acts as an insurance agent. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services.

Amy Jacobs is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley before joining Stephens. Outside of her advisory role, she is a licensed notary and also works as a delivery driver for an on-demand food service. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and corporations. The firm offers a range of financial planning and portfolio management solutions, leveraging both bottom-up security selection and top-down fixed-income strategies through multiple sponsored programs and investment committees.

Joshua Mccord is a financial advisor with Stephens in Shreveport, LA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Hancock Whitney, Merrill, Bank of America, and Citizens National Bank, as well as running McCord Lawn Service for six years. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies, supported by an integrated broker-dealer and investment banking platform.

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, with prior experience at Morgan Stanley from 2010 to 2014. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

Gerald Lorey is a financial advisor with Eagle Strategies (NY Life) in Shreveport, LA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and operates multiple related businesses, including The Lorey Group and The Summit Group, which provide insurance and advisory services. Lorey is also involved as a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types and emphasizes tailoring recommendations to client goals, with most assets managed on a non-discretionary basis within an integrated New York Life structure.

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.