Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.

Brett Josey is the principal of Brett Josey Wealth Management LLC in Benton, LA, holding a Series 65 designation with 14 years of industry experience. He has been with Brett Josey Wealth Management Inc since 1998. The firm provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. It offers distinct service tracks for high net worth clients and those with moderate investable assets, emphasizing fundamental analysis and long-term investment positions with portfolios typically built around index funds, ETFs, and selected individual equities or mutual funds.

Caleb Josey is a Series 65 licensed financial advisor with five years of industry experience. He has been with Brett Josey Wealth Management LLC since 2019. Prior to this, he held positions at BancorpSouth and worked at Heard McElroy & Vestal CPA Firm, as well as roles at Louisiana State University in Shreveport. Brett Josey Wealth Management LLC provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. The firm serves both high net worth clients and those with moderate investable assets, employing a long-term investment approach centered on fundamental analysis and portfolios built around index funds, ETFs, and select individual equities or mutual funds.

Nancy Nelson is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and 20 years of industry experience. She has worked at Tucker Asset Management since 2019 and previously held roles at Neltec Industries LLC, LPL Financial, Investment Centers of America, Sigma Financial Corporation, and GBT Financial Services. Nelson is a co-owner and member of Neltec Industries LLC, a for-profit business, in addition to her advisory work. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach that includes growth, fixed income, direct indexing, and alternative investments, with capabilities to integrate private and non-liquid alternatives.

Kenneth Wessels is a financial advisor with Prosperity Wealth Management, Inc. in Bossier City, LA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Oneamerica Securities, Inc. and American United Life. He serves as a board member of the Lions Club in Bossier City and volunteers with the Shreveport Little Theatre. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients, employing a multi-method investment approach and conducting due diligence on recommended third-party managers.

David Campbell is a financial advisor with First Command Advisory Services in Benton, LA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Gibsland Bank & Trust Financial Services, and Tucker Asset Management, as well as service in the U.S. Army from 2001 to 2019. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month Tailored Professional Services engagements alongside discretionary asset management based on in-house portfolio models.

Shannon Singleton is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, Shannon served six years in the United States Air Force. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage services, and insurance and banking products. The firm offers advisor-led planning relationships with a structured, face-to-face financial coaching approach and manages discretionary portfolios through its in-house Investment Management Team.

Richard Harville is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently with Eagle Strategies (NY Life) and has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1989. Outside of his advisory role, he is licensed as an insurance broker for non-registered investment-related insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, offering services through a network of over 2,000 investment adviser representatives.

Shannon Wheeler is a financial advisor with Empower Advisory Group in Bossier City, LA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Prior to joining Empower, Wheeler worked at Morgan Stanley and Valic Financial Advisors. Outside of finance, he operates Software Works Consulting, LLC, a website building and computer maintenance business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Luke Groninger is a financial advisor with First Command Advisory Services, holding a Series 66 credential and eight years of industry experience. His prior roles include service with Centenary College of Louisiana and ongoing service as a soldier in the United States Army Reserves. He is also the owner of Warrior's Shield LLC. First Command serves a broad mix of individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers a structured Tailored Professional Services engagement on a 12-month cycle.

Loren Lepore is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked primarily within various First Command entities since 2018. Outside of his advisory role, Lepore serves as a Critical Care Flight Paramedic with the Louisiana Army National Guard, providing medical support for wounded service members. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform offering financial planning, asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and delivers tailored professional services through structured engagement cycles.

Crystal Wooldridge is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she is involved in several business ventures including co-owning Wooldridge Meat LLC, which processes and sells beef from Wooldridge Cattle Company. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients with a range of advisory and fiduciary solutions.

Ryan Yarbrough is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley and Steward Partners Investment Solutions. He has been with Ameriprise and Bonvenu Investment Services since 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Daniel Nobles is a CFP® professional with 10 years of industry experience, currently advising at Edward Jones since 2015. He holds a Series 66 license and operates out of Bossier City, LA. In addition to his advisory work, he owns Daniel Nobles Investments, LLC, through which he is converting land in Benton, LA, from residential to commercial use. 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 solutions supported by a large national network of financial advisors and branch offices.

Charles Clawson III is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as treasurer and board member for Montessori of Shreveport and is a board member and finance committee member for NOEL United Methodist Church. 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 through both non-discretionary and discretionary advisory programs, with a notable presence in municipal finance and institutional consulting.

Kenneth Allen Jr. is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James since 2013 and holds the Series 63 and Series 65 designations. 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 both non-discretionary and discretionary advisory programs, and maintains specialized capabilities in public finance and municipal services.

Ted Bortei Doku is a financial advisor at Raymond James & Associates in Shreveport, LA, holding a Series 66 designation. He has been with Raymond James & Associates since 2024 and has prior experience working at Bell Flight, Walmart, and Sprouts. 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 non-discretionary advisory services supported by firm research and planning tools, as well as institutional consulting and public finance capabilities.

Thomas Cockrell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. He has worked at Raymond James since 2019 and previously held roles at Automatic Payroll Systems and Louisiana Tech University. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Michael Schutza is a financial professional at Cetera with five years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services LLC and MassMutual Life Insurance Co. Outside of financial advising, Schutza is involved with CDS Dental Studio Inc., a dental lab business where he oversees financial office records. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to a range of investment programs and third-party money managers.

Sandra Maranto is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 63 designation and 24 years of industry experience. She has been with Raymond James since 2013 and is also a partner and bookkeeper for Samsan Properties LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

Joe Badt Jr. is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and 21 years of industry experience. He previously worked at Securities America Advisors Inc. for 17 years. Outside of his advisory role, he manages a family investment holding company and serves as a trustee for a family irrevocable trust. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of investment products and advisory programs through a large network of financial advisers.

Tommy Cockrell is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves on the Finance and Investment Committee of the Diocese of Shreveport. 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 investment recommendations through non-discretionary advisory relationships and supports institutional consulting and municipal finance activities.

Michael Reagan is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Previously, he was involved with Delta Magic Wildlife Attractant from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jennifer Taylor is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2013. 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 through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Alex Ivins, Jr. Jr. is a Certified Financial Planner (CFP®) at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services under a fiduciary standard.

Barry Masci is a CFA® charterholder with over 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. He is based in Bossier City, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Lindsey Hall is a financial advisor with Ameriprise in Bossier City, LA, holding a Series 66 designation and two years of industry experience. She has been with Ameriprise since 2018 and is also associated with Bonvenu Investment Services. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Micah Mitchell is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Farmers Bank and Trust for five years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

Jason Little is a financial advisor at Raymond James & Associates with a Series 66 credential. He has recently started his career in the industry and has experience working with the Byrd Booster Club. Prior to joining Raymond James, he held roles in education and the automotive retail sector. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains a notable presence in public finance and municipal work.

Timothy Chance is a financial advisor with Ameriprise in Benton, Louisiana, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise since 2018 and has held advisory roles at Bonvenu Investment Services and Investment Professionals, Inc. Outside of finance, he owns and manages 2nd Chance Motors, an automotive sales and restoration business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jesse Perez is a financial advisor with Ameriprise in Bossier City, LA, holding a Series 66 designation and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years before joining Ameriprise and Bonvenu Investment Services. Outside of his advisory role, he serves as Vice President of Investments at Bonvenu Bank. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice primarily for clients with Ameriprise-managed assets.

Thomas O'Brien is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he manages several family-owned investment-related businesses, including EMA Enterprises LLC and Spring Branch Cove LLC, which involve his spouse and children. 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, supporting both non-discretionary and discretionary advisory relationships, and has capabilities in public finance and institutional consulting.

Norman Duhon Jr. is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as Treasurer and a member of the advisory board for the Christus Foundation in Shreveport. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, including specialized services for municipal and institutional clients.

Robert Cockrell Jr. is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds Series 63 and Series 66 licenses and is based in Benton, LA. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program 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, supporting both discretionary and non-discretionary advisory relationships.

Patrick Fertitta is a financial advisor at OSAIC with one year of industry experience. He holds a Series 65 designation and has worked at OSAIC Wealth Inc since 2025. Outside of his advisory role, he has operated Fertitta's Delicatessen since 2021 and was involved with University Lutheran Church from 2015 to 2021. 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 variety of advisory programs and employs a technology-driven investment process that incorporates risk-tolerance assessments, asset allocation, and portfolio optimization.

William Haynes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Cetera and affiliated entities since 2015. Outside of his advisory role, Haynes operates a business repairing iPhone screens, conducts data research analysis for Pro Football Network LLC, and runs a photography and videography company. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining retirement and fiduciary capabilities with an extensive trust and institutional network.

Mark Kay is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 38 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. from 1996 to 2024 before joining Osaic in 2024. Outside of his advisory role, he has a 50% ownership stake in a vacation home rental. 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 employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools, offering a wide range of investment products and access to multiple custodial platforms.

Ryan Day is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at D Corp LLC for seven years. He holds the Series 66 designation and is based in Bossier City, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Christine Wasner is a financial advisor with Primerica Advisors in Bossier City, LA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked with Primerica Advisors since 2016 and concurrently with Chad Garland CPA, LLC since 2021. Outside of her advisory role, she serves as a medical billing consultant for St. Christopher Imaging, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

David Smith is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including 24 years with Metropolitan Life Insurance Company and MetLife Securities Inc., and has been with Cambridge since 2017. Outside of his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

Chad Boudreau is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2010 to 2017 before joining Mass Mutual in 2017. Outside of his advisory role, Boudreau serves as trustee for a special needs trust and is involved as managing partner in a firm that receives referral fees for cost segregation tax analysis. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements tailored to client goals.

Cynnamon Renfro is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she held positions at the State of Missouri Department of Health and Senior Services and the State of Missouri Family Support Division. She also worked briefly with LifeShare Blood Center in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Cher Welch is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she assists her husband with managing their farm, Welch Farms, where they raise and sell cattle, and she is involved with the Vivain Chamber of Commerce as a board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branches.

J. Tauzin is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Securities Corporation and Minnesota Mutual. Tauzin also owns Palmetto Farms, LLC, a hunting club in Louisiana. OSAIC is an investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization, and supports a wide range of investment products and advisory programs.