Direct booking
Book time directly with this advisor, no back-and-forth required
35 advisors near 71270
Out of 400,000+ nationwide
Stephen R
Series 63, Series 65
Ruston, LA
Pindex Advisors, LLC
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.
Thomas B
Series 65
Ruston, LA
Oakwater Financial
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 M
Series 65
Ruston, LA
Argent Advisors, Inc.
Lucius Mc Gehee is a Series 65-licensed financial advisor at Argent Advisors, Inc. with nine years of industry experience. He has been with Argent Advisors since 2018 and has a long tenure at Argent Trust Company, where he serves as Executive Vice President. Outside of his advisory role, he is involved in charitable grant-making through the McGehee Foundation and Argent Foundation, and serves on the Industrial Development Board of Lincoln Parish. Argent Advisors, Inc. is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $1.46 billion across diverse asset-allocation models and integrates affiliated trust-company services as custodian and sub-adviser, while also providing municipal-advisor services to government clients.
Matthew M
CFP®
Ruston, LA
Argent Advisors, Inc.
Matthew Moore is a CFP® professional with five years of industry experience, currently serving as an advisor at Argent Advisors, Inc. since 2021. Prior to this role, he worked with Argent Financial Group and served on the Lincoln Parish School Board. Outside of his advisory work, he is president of the Ruston Chess Knights club and a partner in a land management firm, Lottie Loo Tree Farm, LLC. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion in discretionary assets for individuals, high-net-worth clients, and plan sponsors. The firm offers diversified asset-allocation strategies and integrates affiliated trust-company services, with a notable focus on municipal advisory work for government clients.
Michael J
Series 63, Series 65, Series 66
Ruston, LA
Argent Advisors, Inc.
Michael Jones is a financial advisor at Argent Advisors, Inc. with 41 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Argent Advisors since 2005, including a concurrent role at Argent Trust since 2010. Outside of his advisory work, he is a partner in ALWRIGHT LLC, which invests in oil and gas production and leasing, and is involved with TAP Resources, focusing on exploration and production of oil and gas. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified asset-allocation models and integrates affiliated trust-company services, also providing municipal advisory services to government clients.
Byron M
CFP®, Series 63
Ruston, LA
Argent Advisors, Inc.
Byron Moore is a CFP® with 20 years of industry experience, currently serving at Argent Advisors, Inc. since 2005, including roles with Argent Trust and Argent Insurance Services. He holds a Series 63 registration and is based in Monroe, LA. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion for individuals, high-net-worth clients, and plan sponsors. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and municipal advisory services, utilizing diversified asset-allocation models and affiliated trust-company services.
Trey C
CFP®, ChFC®, Series 63, Series 66
Ruston, LA
Argent Advisors, Inc.
Trey Curtis is a financial advisor with Argent Advisors, Inc. in Monroe, LA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Argent Trust Company, Argent Advisors, Inc., and LPL Financial since 2011, and has been involved with the Citiván Organization since 2005. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified asset-allocation models and integrates affiliated trust-company services, also providing municipal advisory services to government entities.
Barry G
Series 63, Series 66
Ruston, LA
Argent Advisors, Inc.
Barry Guinn is a financial advisor with Argent Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial LLC since 2011 and has been with Argent Advisors, Inc. and its affiliated Argent Trust since 2005 and 2010, respectively. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm integrates affiliated trust-company services and offers municipal advisory consulting alongside diversified asset-allocation strategies.
Taylor H
Series 65
Ruston, LA
Argent Advisors, Inc.
Taylor Hanes is a Series 65-licensed financial advisor at Argent Advisors, Inc. with eight years of industry experience. His prior work includes roles at Heritage Institutional Services, LLC and Argent Financial Group, Inc. He is based in Ruston, Louisiana. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $1.46 billion and offers a range of asset-allocation strategies, municipal-advisor services, and integrated trust-company solutions.
Andrew T
Series 65
Ruston, LA
Prota Financial
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.
Stephen B
Series 66
Ruston, LA
Argent Advisors, Inc.
Stephen Braddock is a financial advisor at Argent Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Argent Advisors since 2016, with prior experience at LPL Financial LLC and Argent Financial Group. He also serves as a trust officer at Argent Trust Company. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion on a discretionary basis for individuals, high-net-worth clients, and plan sponsors. The firm offers diversified asset-allocation strategies and integrates affiliated trust-company services, providing municipal advisory consulting to government entities.
Kathy E
Series 63, Series 66
Ruston, LA
Argent Advisors, Inc.
Kathy Easley is a financial advisor with Argent Advisors, Inc. She holds Series 63 and Series 66 designations and has 29 years of industry experience. Easley has been with Argent Advisors since 2020 and has also worked with LPL Financial and Argent Financial. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified asset-allocation models and integrates affiliated trust-company services, while also providing municipal advisory services to government entities.
Aaron H
Series 66
Quitman, LA
Inspire Advisors, LLC
Aaron Hoffman is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2022. Outside of advisory work, he has been an independent insurance licensed agent specializing in accident and health, life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of strategies including index-based and tactical allocations, often implemented through model portfolios and affiliated proprietary ETFs.
Brent C
Series 63
Ruston, LA
Creativeone Wealth, LLC
Brent Crawford is a financial advisor at CreativeOne Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors, Inc. and Securities America, Inc. since 2014. In addition to his advisory role, he owns and operates Crawford Financial Group, an insurance agency. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Shane D
Series 66
Simsboro, LA
Transamerica Retirement Advisors, LLC
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 M
Series 63, Series 65
Ruston, LA
Eagle Strategies (NY Life)
Edward Madden is a financial advisor with Eagle Strategies (New York Life) based in Ruston, Louisiana. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Madden has been affiliated with New York Life Insurance Company since 2000 and operates Elm Financial, a business focused on selling New York Life products and brokering non-registered insurance. Outside of his advisory work, he serves as a board member and range officer for the Ruston Gun Club and chairs the Administrative Council and Executive Committee at Trinity Methodist Church. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, combining advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.
Lynne G
Series 63
Ruston, LA
Commonwealth Financial Network
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 H
Series 66
Ruston, LA
Edward Jones
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 H
Series 66
Ruston, LA
Edward Jones
Jeremy Hebert is a financial advisor at Edward Jones in Ruston, Louisiana, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is the owner of an Airbnb property in Choudrant, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and overlay tax-efficient services.
Sharon W
Series 66
Ruston, LA
J.P. Morgan Securities
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 G
Series 63, Series 65
Ruston, LA
Primerica Advisors
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.
Brooks H
Series 66
Dubach, LA
LPL Financial
Brooks Harris is a Series 66-licensed advisor with 26 years of industry experience, currently with LPL Financial since 2019. He previously worked at FSC Securities Corp and Commonwealth Financial Network. Outside of his advisory role, he is involved with Martin Company Holdings LLC, a non-investment-related business. 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 range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.
Janet T
Series 63, Series 66
Ruston, LA
Edward Jones
Janet Thibault is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2008. Outside of her advisory role, she owns Louisiana Yoga Barn LLC, an event space in Ruston, LA, originally converted for her daughter and occasionally used for gatherings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Andrew H
Series 63
Ruston, LA
Edward Jones
Andrew Halbrook is a financial advisor with Edward Jones in Ruston, LA, holding a Series 63 designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in managing and administering multiple real estate and mineral interest holdings through various LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs and investment solutions supported by a large national network of advisors and offices.
Charity A
Series 66
Ruston, LA
Edward Jones
Charity Abercrombie is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Genesis Energy and operated a jewelry business. Outside of her advisory role, Abercrombie coaches group fitness classes in Ruston, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.
William S
Series 66
Ruston, LA
Raymond James & Associates
William Smith is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2021, following five years at Wells Fargo Clearing and another five years at Wells Fargo Advisors LLC. 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 services spanning retail advisory programs and institutional consulting, including a focus on public finance and municipal work.
Teasha S
Series 66
Ruston, LA
J.P. Morgan Securities
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 P
Series 66
Ruston, LA
Raymond James & Associates
Michael Plette is a financial advisor at Raymond James & Associates in Ruston, LA, holding a Series 66 designation. He has experience in the financial industry dating back to 2014, including roles at Louisiana National Bank and Crossmark Management Group. Outside of his advisory work, he manages MMAP Ventures LLC, a real estate investment company, and operates a lawn care business. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.
Jonathan B
Series 63, Series 66
Ruston, LA
LPL Financial
Jonathan Blount is a financial advisor with LPL Financial in Ruston, LA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones and has been involved with Bayou Oaks Baptist Church since 2012. Outside of his financial advisory work, Blount is engaged in music education and performance, operating MUSICbyJB.com and the band JukeBox BOOMers. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.
Maxie C
Series 66
Ruston, LA
Merrill
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 C
Series 63
Ruston, LA
Raymond James & Associates
Bobby Conville Jr. is a financial advisor with Raymond James & Associates in Ruston, LA, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a notary public in Lincoln Parish, Louisiana. 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, with services spanning retail and institutional advisory programs.
Arthur C
Series 63, Series 65
Ruston, LA
J.P. Morgan Securities
Arthur Carmody III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2007 and previously worked at JPMorgan Chase Bank from 2006 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Parker B
Series 66
Ruston, LA
Edward Jones
Parker Bates is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he worked for the Kansas City Royals and held positions at Louisiana Tech University and Robert E Lee High School. He is also a baseball coach for Team Louisiana in Ruston, LA. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.
Hunter J
Series 66
Ruston, LA
Raymond James Financial
Hunter Johnson is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Stephens Inc. from 2014 to 2022 before joining Raymond James in 2022. Outside of his advisory role, he manages an LLC that handles his business expenses and administrative support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations delivered through various account types and consulting engagements.
William M
Series 66
Ruston, LA
Edward Jones
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
35 advisors near 71270
Out of 400,000+ nationwide