Payton Denney is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has held roles at multiple firms including Mass Mutual Investors Services and MetLife Securities Inc. Denney is also a partner in PhD Holdings LLC, an LLC that holds property related to his financial planning business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Robert Cockrell Jr. is a CFP®-certified financial advisor with Raymond James & Associates, where he has worked for 13 years. He has 41 years of industry experience and holds Series 63 and Series 66 licenses. He is based in Shreveport, LA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a focus on tailored, client-directed strategies and municipal advisory services.

Jordon Davisson is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and five years of industry experience. He has been with Ameriprise since 2018 and previously worked at Louisiana State University at Shreveport. Outside of his advisory role, he owns JKDavi LLC, a real estate business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations in partnership with its advisors.

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 eight years of industry experience. Prior to joining Ameriprise in 2021, Hauser worked for seven years at Non-Stop Scaffolding, Inc. Outside of financial advising, Hauser engages in woodworking and sign making as a hobby that generates revenue and serves on the Investments & Wealth Monitor Editorial Advisory Board for the Investments and Wealth Institute. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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® 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.