Stephen Rodgers is the sole advisor at Pindex Advisors, LLC, holding Series 63 and Series 65 designations with 36 years of industry experience. He has led Pindex Advisors since 2006. PenDex Advisors, LLC provides investment advisory and brokerage services to individual and institutional clients, offering both discretionary portfolio management and commission-based trading programs. The firm employs market-timing techniques alongside fundamental and technical analysis, supporting strategies such as short-term trading, margin, short sales, and options.

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.

Lucius Mc Gehee Jr. is a financial advisor with Argent Advisors, Inc., holding a Series 65 designation and over 10 years of industry experience. He has been with Argent Advisors since 2018 and has a long career with affiliated entities, including Argent Trust Company since 1990, where he serves as Executive Vice President. Mc Gehee is also involved in charitable grant-making as a trustee of the McGehee Foundation and a board member of the Argent Foundation, as well as in local economic development through his role on the Industrial Development Board of Lincoln Parish. 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, consulting, and municipal advisory services, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, and alternative products across various model portfolios.

Lucius Mc Gehee III is a financial advisor at Argent Advisors, Inc. in Ruston, LA. He holds a Series 65 designation and has been with the Argent organization since 2020, including roles at Argent Financial Group and Argent Trust Company. His career also includes experience at Kanakuk Kamps and Louisiana Tech University. 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, and municipal advisory services, utilizing a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and alternative products, supported by both active and passive management.

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.

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.

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.

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.

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.

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.

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.

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.

Aaron Hoffman is a financial advisor with Inspire Advisors, LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Morgan Stanley and has additional experience in municipal roles and as an independent insurance licensed agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse analytical methods to build portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Brent Crawford is a financial advisor with CreativeOne Wealth, LLC, holding a Series 63 designation and 28 years of industry experience. His career includes roles at CreativeOne Securities, LLC, Securities America, Inc., and running his own insurance agency, the J.D. Crawford Agency, since 1995. Outside of advisory work, he owns and operates Crawford Financial Group, an insurance sales business. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs, utilizing proprietary model portfolios and third-party managers across a range of investment strategies including ETFs, mutual funds, and options.

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.

Edward Madden is a financial advisor with Eagle Strategies (NY Life) in Ruston, Louisiana, holding Series 63 and Series 65 credentials and having 26 years of industry experience. His career includes longstanding service with New York Life Insurance Company and leadership roles within affiliated entities such as Elm Financial and ELM Benefits. Outside of his advisory work, Madden serves as a board member and range officer for the Ruston Gun Club, Inc., and chairs the Administrative Council and Executive Committee at Trinity Methodist Church. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm implements tailored advice through various program types and manages most assets on a non-discretionary basis within an integrated structure tied to New York Life insurance products.

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.

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.

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.

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.

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.

Brooks Harris is a financial advisor with LPL Financial and holds a Series 66 designation. He has 26 years of industry experience, including multiple tenures at LPL Financial and prior roles at FSC Securities Corp and Commonwealth Financial Network. Outside of his advisory work, he has ownership interests in non-investment businesses in Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.

Janet Thibault is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2008. Outside of advising, she owns Louisiana Yoga Barn LLC, an event space in Ruston, LA, originally created for her daughter and now used for gatherings such as parties and weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Andrew Halbrook is a financial advisor with Edward Jones in Ruston, Louisiana, holding a Series 63 designation and over 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he is involved in managing multiple real estate and holding companies, handling bookkeeping and operational oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Charity Simmons is a financial advisor at Edward Jones in Ruston, LA, holding a Series 66 designation with four years at the firm and a total of six years in the industry. Prior to joining Edward Jones, she worked at Genesis Energy and has experience in retail and fitness coaching, including running group fitness classes as a coach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branches.

William Smith is a CFP® and ChFC® with 15 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously spent five years with Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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.

Michael Plette is a financial advisor with Raymond James & Associates in Ruston, LA, holding a Series 66 designation and one year of industry experience. He previously worked at Crossmark Management Group and Louisiana National Bank. Outside of advising, he manages a real estate investment LLC and operates a small lawn care business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management strategies and firm research.

Jonathan Blount is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2016 and is also involved with Bayou Oaks Baptist Church. Outside of his advisory work, Blount teaches music lessons and performs publicly as part of a musical band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Bobby Conville Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2021, following five years at Wells Fargo Clearing. In addition to his advisory role, he serves as a notary public in Lincoln Parish, Louisiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and multiple portfolio management styles.

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.

Micah Hanson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include seven years at LPL Financial LLC and leadership positions at b1BANK and b1 Wealth Solutions. Outside of finance, Hanson is involved with Cotton Valley Hunting Club and owns Hanson Farm & Timber LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Hunter Johnson is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Inc. Aside from his advisory role, he manages an LLC used to track business expenses related to his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through specialized affiliations.

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.