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Stephen R

Series 63, Series 65

Ruston, LA

Pindex Advisors, LLC

Stephen Rodgers is a financial advisor at Pindex Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pindex Advisors since 2006. He also serves as managing director and president of PenDex Advisors, LLC, where he is involved in all phases of the investment advisory business. PenDex Advisors provides investment advisory and brokerage services to individual and institutional clients, utilizing a combination of charting, fundamental and technical analysis, and market-timing techniques. The firm offers both discretionary portfolio management and commission-based brokerage programs that include short-term trading and option strategies.

Options & derivatives strategies Concentrated stock management
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Thomas B

Series 65

Ruston, LA

Oakwater Financial

Thomas Bates is a financial advisor with Oakwater Financial Advisors LLC in Ruston, Louisiana. He holds a Series 65 license and has three years of industry experience. Prior to his current role, he was a CPA and partner at Oakwater Financial Group LLC, a tax and accounting firm he co-owns with his father. He also provides contract CFO and management consulting services through Oakwater Financial LLC. Oakwater Financial Advisors LLC offers investment portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a range of strategies including options and short-selling, and advises across various investment vehicles, combining pension consulting with alternative investments and insurance products.

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities
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Lucius M

Series 65

Ruston, LA

Argent Advisors, Inc.

Lucius Mc Gehee Jr. is a financial advisor at Argent Advisors, Inc. with nine years of industry experience and holds a Series 65 designation. He has a long tenure with affiliated entities, including Argent Trust Company since 1990, where he serves as Executive Vice President. Mc Gehee is also involved with several charitable foundations as a trustee and board member, and serves on the Industrial Development Board of Lincoln Parish, focusing on local economic development. Argent Advisors, Inc. manages approximately $1.7 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, and municipal advisory services, employing a range of investment strategies including equity, fixed income, derivatives, and alternative products, supported by affiliated sub-advisors and custody operations.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Matthew M

CFP®

Ruston, LA

Argent Advisors, Inc.

Matthew Moore is a CFP® professional with five years of experience, currently serving at Argent Advisors, Inc. since 2021. His prior roles include work at Argent Financial Group and the Lincoln Parish School Board. Outside of his advisory work, he is president of the Ruston Chess Knights, a local chess club. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan consulting, and municipal advisory services, employing a range of investment strategies including active and passive allocation, derivatives, and direct indexing.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Michael J

Series 63, Series 65, Series 66

Ruston, LA

Argent Advisors, Inc.

Michael Jones is a financial advisor with Argent Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 42 years of industry experience. His career includes over 20 years with Argent Advisors and Argent Trust. Outside of advising, he is a partner in an LLC involved in oil and gas production and exploration. Argent Advisors, Inc. manages approximately $1.7 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, using a range of investment strategies that include equities, fixed income, derivatives, and alternative products.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Byron M

CFP®, Series 63

Ruston, LA

Argent Advisors, Inc.

Byron Moore is a CFP® with 21 years of industry experience, currently serving at Argent Advisors, Inc. He has worked with Argent Advisors and its affiliates since 2005, including roles at Argent Trust and Argent Insurance Services. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of investment strategies that combine active and passive approaches and include sub-advisory relationships and specialized products.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Barry G

Series 63, Series 66

Ruston, LA

Argent Advisors, Inc.

Barry Guinn is a financial advisor at Argent Advisors, Inc. with 26 years of industry experience. He has worked at LPL Financial since 2011 and has been with Argent Advisors, Inc. since 2005. Guinn holds Series 63 and Series 66 licenses. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory, utilizing a range of investment strategies including model portfolios, sub-advisors, and alternative products.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Taylor H

Series 65

Ruston, LA

Argent Advisors, Inc.

Taylor Hanes is a financial advisor at Argent Advisors, Inc. in Ruston, LA, holding a Series 65 designation with eight years of industry experience. He has worked at Argent Advisors, LLC since 2018, following prior roles at Heritage Institutional Services, LLC and Argent Financial Group, Inc. He is part of a team of 12 advisors at Argent Advisors, Inc. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a mix of active and passive strategies across multiple investment models and employing sub-advisors, including affiliated entities, to support its integrated service offerings.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Andrew T

Series 65

Ruston, LA

Prota Financial

Andrew Taylor is a financial advisor at Prota Financial with four years of industry experience. He holds the Series 65 designation and previously worked at Ramsey Solutions and Gerson Lehrman Group. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management with a range of options, including Sharia-compliant portfolios, and manages $270 million in assets under management.

Private / alternative investments
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Stephen B

Series 66

Ruston, LA

Argent Advisors, Inc.

Stephen Braddock is a financial advisor at Argent Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Argent Advisors since 2016. Prior to that, he worked with LPL Financial and Argent Financial Group. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, employing a range of strategies including active and passive asset allocation, derivatives, and alternative investments.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Kathy E

Series 63, Series 66

Ruston, LA

Argent Advisors, Inc.

Kathy Easley is a financial advisor with Argent Advisors, Inc. She holds Series 63 and Series 66 licenses and has 30 years of industry experience. Her career includes roles at Argent Financial since 2002 and LPL Financial LLC since 2011. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of active and passive investment strategies and affiliated sub-advisors.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies Founder/Business Owner
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Aaron H

Series 66

Quitman, LA

Inspire Advisors, LLC

Aaron Hoffman is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2022. Outside of advisory work, he has been an independent insurance licensed agent specializing in accident and health, life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of strategies including index-based and tactical allocations, often implemented through model portfolios and affiliated proprietary ETFs.

ESG / Sustainable investing
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Brent C

Series 63

Ruston, LA

Creativeone Wealth, LLC

Brent Crawford is a financial advisor at CreativeOne Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors, Inc. and Securities America, Inc. since 2014. In addition to his advisory role, he owns and operates Crawford Financial Group, an insurance agency. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Shane D

Series 66

Simsboro, LA

Transamerica Retirement Advisors, LLC

Shane Dooley is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works with Transamerica Retirement Advisors, LLC and previously spent ten years at LPL Financial. Outside of his advisory role, he maintains a small personal enterprise selling excess eggs from his chickens to acquaintances. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing programs focused on asset allocation, contribution rate, and retirement age guidance. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to deliver both managed and non-discretionary advisory services.

General retirement planning Retirement income strategy Income planning
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Edward M

Series 63, Series 65

Ruston, LA

Eagle Strategies (NY Life)

Edward Madden is a financial advisor with Eagle Strategies (NY Life) in Ruston, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies since 2022 and maintains roles with Elm Financial and New York Life Insurance Company, where he has been affiliated for over two decades. Outside of his advisory work, Madden serves as a board member and range officer for the Ruston Gun Club and chairs the Administrative Council and Executive Committee at Trinity Methodist Church. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Lynne G

Series 63

Ruston, LA

Commonwealth Financial Network

Lynne Gnemi is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 29 years of industry experience. She has been the president and sole member of GneMi Financial Strategies, LLC since 2005, operating in securities and insurance. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and solutions, including discretionary model portfolios and personalized investment options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew H

Series 66

Ruston, LA

Edward Jones

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Government Employee Oil & Gas Religious/faith focused Values-based investing
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Jeremy H

Series 66

Ruston, LA

Edward Jones

Jeremy Hebert is a financial advisor with Edward Jones in Ruston, LA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns an Airbnb property managed by an outside group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Sharon W

Series 66

Ruston, LA

J.P. Morgan Securities

Sharon Wallace is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Senegence from 2014 to 2017. She is based in West Monroe, Louisiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Kisha G

Series 63, Series 65

Ruston, LA

Primerica Advisors

Kisha Gray is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Primerica Financial Services since 2008 and has been involved with PFS Investments Inc. and the Lafayette Parish School System since 2021. In addition to her advisory role, she participates in the sale of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and primarily utilizes model-delivery investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brooks H

Series 66

Dubach, LA

LPL Financial

Brooks Harris is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Fsc Securities Corp and Commonwealth Financial Network. Outside of his advisory role, he is involved in non-investment business ventures including ownership of Sunset Hills LLC and participation in Martin Company Holdings LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Janet T

Series 66, Series 63

Ruston, LA

Edward Jones

Janet Thibault is a financial advisor with Edward Jones in Ruston, LA, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she owns Louisiana Yoga Barn LLC, an event space originally created for her daughter and occasionally used for gatherings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew H

Series 63

Ruston, LA

Edward Jones

Andrew Halbrook is a financial advisor with Edward Jones in Ruston, LA, holding a Series 63 designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in managing and administering multiple real estate and mineral interest holdings through various LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs and investment solutions supported by a large national network of advisors and offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Government Employee Oil & Gas Religious/faith focused Values-based investing
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Charity A

Series 66

Ruston, LA

Edward Jones

Charity Abercrombie is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Genesis Energy and operated a jewelry business. Outside of her advisory role, Abercrombie coaches group fitness classes in Ruston, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

General retirement planning Oil & Gas Doctor or Medical Professional Women Professionals Widow/Widower
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William S

CFP®, ChFC®, Series 66

Ruston, LA

Raymond James & Associates

William Smith is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2021, following five years at Wells Fargo Clearing and another five years at Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services spanning retail advisory programs and institutional consulting, including a focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Teasha S

Series 66

Ruston, LA

J.P. Morgan Securities

Teasha Soileau is a Series 66-licensed financial advisor with J.P. Morgan Securities in Ruston, LA, where she has worked since 2012. She has 26 years of industry experience and has also been the owner and operator of OH! SO CHIC!, a home-based business selling costume jewelry and clothing, since 2010. Prior to her current role, she has been associated with JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Michael P

Series 66

Ruston, LA

Raymond James & Associates

Michael Plette is a financial advisor at Raymond James & Associates in Ruston, LA, holding a Series 66 designation. He has experience in the financial industry dating back to 2014, including roles at Louisiana National Bank and Crossmark Management Group. Outside of his advisory work, he manages MMAP Ventures LLC, a real estate investment company, and operates a lawn care business. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jonathan B

Series 63, Series 66

Ruston, LA

LPL Financial

Jonathan Blount is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones. Outside of finance, Blount is involved in music as a teacher and performer with his band Jukebox BOOMers and owns a ministry business in Ruston, LA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and planning services, utilizing model portfolios and research from multiple sources to support diversified and tactical investment strategies.

College savings (529s, UTMA, etc.)
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Maxie C

Series 66

Ruston, LA

Merrill

Maxie Causey is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2004. He focuses on providing tailored financial strategies to clients with sophisticated needs, helping them address a range of objectives including legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. Maxie works closely with clients to understand their individual priorities and develop thoughtful approaches to wealth management that consider multiple goals such as income generation, wealth transfer, long-term care planning, strategic lending, and business monetization. Maxie earned both his bachelor's degree and MBA from Louisiana Tech University, graduating Magna Cum Laude and participating as a four-year letter-winner in football. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Drawing on his athletic background, he values teamwork and resilience, qualities he incorporates into his advisory practice. Maxie is active in his church, where he leads a small group, and he volunteers by coaching his son's athletic teams. He also enjoys spending time with his family, playing golf, and supporting his daughter at singing competitions.

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations Long-term care insurance Founder/Business Owner Retired Doctor or Medical Professional Professional Athlete Established Professionals Approaching retirement Parents Intergenerational Families
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Bobby C

Series 63

Ruston, LA

Raymond James & Associates

Bobby Conville Jr. is a financial advisor with Raymond James & Associates in Ruston, LA, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a notary public in Lincoln Parish, Louisiana. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with services spanning retail and institutional advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Parker B

Series 66

Ruston, LA

Edward Jones

Parker Bates is a financial advisor at Edward Jones in Ruston, LA, with two years of industry experience. Prior to joining Edward Jones, he worked for the Kansas City Royals and Louisiana Tech University. He also serves as a baseball coach for Team Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large national network of financial advisors and offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Micah H

Series 66

Ruston, LA

Raymond James Financial

Micah Hanson is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory work, he is involved with the Cotton Valley Hunting Club and owns Hanson Farm & Timber LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm offers customized, typically non-discretionary solutions and maintains a linkage to municipal and public finance through affiliated services.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Hunter J

Series 66

Ruston, LA

Raymond James Financial

Hunter Johnson is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Stephens Inc. from 2014 to 2022 before joining Raymond James in 2022. Outside of his advisory role, he manages an LLC that handles his business expenses and administrative support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations delivered through various account types and consulting engagements.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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William M

Series 66

Ruston, LA

Edward Jones

William Mc Culloch is a financial advisor at Edward Jones in Ruston, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Mc Culloch serves as a board member of Kiwanis of Ruston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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