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® with 31 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at SagePoint Financial and Morgan Stanley Private Bank. Outside of her advisory work, she is a yoga teacher at Club4Fitness in Shreveport, LA. LPL Financial is a registered investment adviser and broker-dealer serving a diverse client base ranging from individuals to institutions. The firm offers a broad range of advisory programs and services, including discretionary and non-discretionary portfolio management, supported by research and multiple investment strategies.

Devon Sharrah is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

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® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. She holds a Series 66 designation and is based in Shreveport, LA. Outside of her advisory role, she owns a lake property occasionally used as a vacation rental. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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 has been with LPL Financial since 2010 and briefly worked at GWM Advisors LLC in 2016. French also operates French Investment Advisors, an investment-related business entity associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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.

Ami Patel is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at Cetera and its affiliated entities since 2019 and has experience at Regions Bank dating back to 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jonathan Nida is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Edelman Financial Engines and has held various roles within the firm and its predecessor entities since 2024. Prior to that, he worked at Montgomery & Co., LLC for eight years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through a combination of advisor-led and online offerings.

Mark Kay is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. He is also a 50% owner of a vacation home rental business. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a broad range of investment types.

Kathy Rosenblath serves as the Resident Director and Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2000, she has been involved in various aspects of wealth management and retirement planning. Kathy is a founding member of Smithwick Day Bickham & Pratt, where she works with clients across different life stages, providing holistic and realistic financial advice. Her expertise includes personal retirement planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, socially responsible and ESG investing, and services for endowments, foundations, and non-profits. Kathy holds the Chartered Retirement Plans Specialist (CRPS) designation, as well as being a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree from the Louisiana State University System. In addition to her professional role, Kathy is involved with the Empowering Women Initiative through Coastal Connections and is a member of the Pierremont Oaks Tennis Club and The Shreveport Club. Her personal interests include running, tennis, interior decorating, and spending time with her family.

William Campbell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including positions at Metlife Securities Inc and MassMutual Life Insurance Co. He also works as an independent insurance agent selling fixed life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Beau Williams is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance and INVEST Financial Corp. before joining LPL Financial. Williams is also involved with JPJ Investment, a business connected to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kimberly Slack is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Cetera Investment Services LLC since 2016 and has a concurrent long-term tenure with Regions Bank starting in 2002. Outside of her advisory role, she co-owns Jelks Coffee Roasters with her spouse and maintains a travel and lifestyle blog. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, utilizing affiliated and third-party managers across multiple program structures and custodians.

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.

Jonathan High is a financial advisor with Ameriprise in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, Cetera, and Regions Bank. He serves on the Board of Directors for the Caddo Council on Aging. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.