Lorenzo Treadway

Braden Smith is a financial advisor with Fletcher Financial Group in West Monroe, LA. He holds a Series 65 designation and has been with Fletcher Financial Group since 2018. Prior to that, he worked at Tech Assurance and Port-a-Bell. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm bases its advice on individualized plans and asset-allocation strategies, using a combination of fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

Dorothy Vines is a Series 65-licensed advisor at Vines Capital Management, LLC with four years of industry experience. She has worked at Vines Capital Management since 2018 and previously served at the Ouachita Parish Sheriffs Office. Outside of her advisory role, she has volunteered in nursing services since 2004. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, tailoring portfolios using fundamental analysis and modern portfolio theory with a range of investment instruments.

Alan Stephenson is a financial advisor at Legacy Wealth Concepts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services and Stephenson Financial. Outside of finance, he is involved in several entrepreneurial ventures, including ownership roles in a handyman service and heating and air companies, and serves on the board of Polygon Health as Chief Patient Officer. Legacy Wealth Concepts offers portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and foundations. The firm combines fiduciary advisory and commissionable distribution roles through its affiliated broker-dealer and insurance appointments, managing approximately $64.8 million with a focus on customized investment strategies and ancillary services such as tax preparation and ongoing planning.

Bradley Wilson is a financial advisor at Fletcher Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at Community Coffee from 2009 to 2021. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm uses individualized financial plans and asset-allocation strategies, employing fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

Kenneth Fletcher is a financial advisor with Fletcher Financial Group in West Monroe, LA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with AIG American General Life Insurance Company since 2002 and owns Family Financial Group, an independent insurance sales business established in 1997. Additionally, he organizes Medicaid Made Simple seminars for seniors and owns a program that assists clients in finding FDIC-insured CDs. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individuals and families. The firm emphasizes individualized financial plans, asset allocation, risk management, and uses external managers to implement strategic and tactical allocations.

Kenneth Vines is a financial advisor with Vines Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Vines Capital Management since 2018 and previously at Summit Financial Wealth Advisors from 2015 to 2018. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and a range of investment instruments including mutual funds, ETFs, options, and margin.