Aaron Hoffman

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.

Andrew Taylor is a financial advisor at Prota Financial with a Series 65 designation and three years of industry experience. His prior roles include positions at Ramsey Solutions and the Gerson Lehrman Group. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management with options including ETF, equity, and Sharia-compliant portfolios, and conducts portfolio rebalancing generally on a quarterly basis.

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.

Kisha Gray is a financial advisor with Primerica Advisors in Ruston, Louisiana, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Her career history includes roles with the Lafayette Parish School System and Dakin Applied America. In addition to her advisory work, she is involved in the sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure for its services.

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.