Chad Pugh

Jimmy Long Jr. is a Series 65-licensed financial advisor with seven years of industry experience, currently with Ignite Planners LLC. He has held roles at multiple firms including Caitlin John, LLC and Armis Advisers, LLC. In addition to his advisory work, he maintains a law practice through Jimmy D. Long, Jr., LLC. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and referrals to third-party money managers, utilizing a multi-disciplinary investment process and performance-based compensation arrangements for qualified clients.

David Kees Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes technology-driven investment processes combined with access to multiple custodial platforms and third-party managers.

Aaron Johnson is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a business related to real estate holdings from a grocery store he previously operated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

William Adams is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Cunningham Jr. is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior experience includes roles at Ameriprise Financial Services, Sagepoint Financial, Travelers Insurance, and operating the Cunningham Agency. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.