Patrick Fertitta is a financial advisor with OSAIC Wealth Inc. and holds a Series 65 designation. He has one year of industry experience and has been with OSAIC since 2025. Outside of his advisory role, he has operated Fertitta's Delicatessen since 2021 and previously served at University Lutheran Church from 2015 to 2021. OSAIC Wealth Inc. serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory services utilizing asset-allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.

Joseph Goel is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise since 2021 and previously was with Argent Financial Group in 2020. Outside of his advisory role, he is involved with Watermelon Bay, LLC, where he manages client and advisor requests and day-to-day operations. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Conway Jr. is a financial advisor with Wells Fargo Clearing in Shreveport, LA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he provides mental health counseling through Insight Behavioral Health LLC, a practice he co-owns with his spouse. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Tanner Murphy is a CFP®-certified financial advisor with Ameriprise Financial Services, LLC, based in Shreveport, LA, and has 10 years of industry experience. He has been with Ameriprise since 2016. Murphy serves on the Board of Directors for the Boy Scouts of America and is a board member of the Shreveport Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning through tax-aware withdrawal strategies and dependable income sources.

Izaac King is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes six years at Edward Jones Investments. Outside of his advisory role, he is involved as a partner in a startup business where he assists with entity formation, marketing, finance, and budgeting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a broad network of advisors through comprehensive consulting and portfolio management.

Sharon Martin is a Series 66-licensed financial advisor with Ameriprise in Haughton, LA, and has 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Martin is involved in managing an advisory business through Kevin L Murphy, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered through a centralized consulting team.

Kelly Hauser is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2021, Hauser worked at Non-Stop Scaffolding, Inc., OneAmerica Securities, Inc., and Chase Investment Services Corp. Outside of advisory work, Hauser has a woodworking and sign-making hobby that generates revenue and serves on the Investments & Wealth Monitor Editorial Advisory Board. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Megan Feulner Hauser is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc, Bank of America, N.A., and Merrill. She is involved in a team practice through Lapis Enterprise in Shreveport, LA. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Brett Schoonover is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Brett also provides clients access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Brett holds the Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Texas A&M University and a Master's Degree from the University of Houston.

William Street is a Series 66-licensed financial advisor with Ameriprise in Shreveport, LA, and has 11 years of industry experience. He previously worked at Raymond James & Associates before joining Ameriprise Financial Services and then Ameriprise. He is a minor shareholder in Lapis Enterprises Inc., a legal entity associated with his Ameriprise team practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports delivered through a centralized consulting team.

William Haynes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Cetera and its affiliated entities since 2015 and has worked concurrently at Regions Bank since that year. Outside of his advisory role, Haynes operates a technology repair business and is involved in data research for a professional football network, as well as a photography and videography company. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account management.

Madison Pratt is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Pratt worked at Storer Services and has a background in education with five years at Central Community School System. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Lemmons Silva is a CFP® professional with 31 years of industry experience. She is currently with LPL Financial and has prior experience at SagePoint Financial, Morgan Stanley, and Merrill. Outside of her advisory work, she teaches yoga at Club4Fitness in Shreveport, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing various portfolio strategies and advisor-support tools.

Devon Sharrah is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 63 designation and 22 years of industry experience. He has worked at Raymond James & Associates since 2013 and was previously with Morgan Keegan & Company, LLC from 2007 to 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by firm research and a broad range of portfolio management styles.

Kathleen Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and serves as a guardian for her granddaughter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Elizabeth Hamaker is a CFP®-designated financial advisor with Edward Jones, based in Shreveport, LA, and has 15 years of industry experience, all with Edward Jones since 2011. She is involved in managing a lake property used occasionally as a vacation rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Ricky Zachry is a financial advisor with Mass Mutual Investors Services in Shreveport, LA, holding a Series 63 designation and 29 years of industry experience. He has worked at Guardian Life Insurance since 1997 and has been with Mass Mutual Investors Services since 2017. Zachry also operates as an independent insurance agent specializing in fixed annuities and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analysis tools and offers asset management, wrap programs, and educational seminars.

John Gray Pou is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. Since joining the firm in 2010, he has worked with the Smithwick, Bickham, and Pratt team to provide goals-based wealth management strategies. His focus includes legacy planning, liquidity management, and personal retirement planning, helping clients customize financial portfolios to maximize returns while managing risk exposure. John Gray began his financial career in 2006 as a private banker at Red River Bank. He holds a Bachelor of Business Administration degree and a Master of Business Administration degree with specializations in finance and internal audit from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). John Gray’s client base spans wealth accumulation, preservation, and retirement planning stages, and he emphasizes a service-focused approach to support clients’ priorities throughout their lives. A lifelong resident of the Shreveport area, John Gray is married to Laura and has two children. In his personal time, he enjoys playing tennis, golf, baseball, and running. He is also involved in community service through Volunteers of America.

William French is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and GWM Advisors LLC before joining LPL Financial in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Murphy is a CFP®-certified financial advisor with Ameriprise in Shreveport, LA, bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership related to managing office expenses and practice acquisition activities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, with a focus on clients meeting specified asset thresholds. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-supported strategies to deliver personalized, non-discretionary recommendations.