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 Series 66 licensed financial advisor with 16 years of industry experience. He is currently with LPL Financial and has previously worked at Royal Alliance, Ameriprise, INVEST Financial Corp., and JPJ Investment. Williams maintains his involvement with JPJ Investment alongside his role at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

Magen Krutilek is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2023, she worked in education for several years, including positions with the Marshall Independent School District and Caddo Parish School Board. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Rodriguez is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2022. Outside of his advisory role, he serves as a high school soccer coach for the Caddo Parish School Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Juneau is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he owns and operates tax preparation businesses in Shreveport, Louisiana. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

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.

Amy Hollister is a Series 66 licensed financial advisor with Edward Jones in Shreveport, Louisiana, and has 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is the owner of a real estate holding company focused on purchasing land for a future office. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated investment products.

Douglas Lawrence is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he is involved in independent insurance brokering and manages business entities supporting his Ameriprise team practice in both Louisiana and Oklahoma. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mindell Rodriguez is a CFP®-credentialed financial advisor with 11 years of industry experience. Currently with Edward Jones since 2024, Mindell previously worked at Bank of America NA and Merrill Lynch. 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 financial services, supported by a large nationwide network of advisors and branch offices.

Whitney Weeks is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in guiding clients through complex financial landscapes by developing personalized strategies tailored to their individual goals. Whitney's approach emphasizes a comprehensive understanding of her clients' family dynamics and financial aspirations, focusing on areas such as college education planning, family wealth management, legacy planning, and socially responsible investing. Whitney holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from the Louisiana State University System. Whitney is actively involved in her community, including participation with the organization Dress For Success. Her process centers on disciplined financial planning, aiming to build, manage, preserve, and transfer wealth, while maintaining ongoing communication with her clients to keep them focused on their long-term objectives. Outside of her professional role, Whitney engages in activities such as antiquing, camping, cooking, gardening, interior decorating, pottery, spending time with her family, traveling, watching movies, and practicing yoga.

David Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 32 years of industry experience. His prior work includes long tenure at Metropolitan Life Insurance Company and MetLife Securities Inc., as well as a brief period with Mass Mutual Investors Services. Smith operates an independent insurance agency in Bossier City, LA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement plan advisory services. The firm offers portfolio management and model-based solutions delivered by independent Financial Professionals, with multiple custody and platform arrangements tailored to client objectives.

Jeffrey Lee is a financial advisor at Edward Jones in Shreveport, LA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William La Vigne is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and beginning his advisory career in 2025. He has worked at Community Bank of Louisiana since 2012, where he manages the bank's investment portfolio and interest rate risk. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income plans.

Charlton Lyons IV is a CFP®-designated financial advisor with Ameriprise, based in Shreveport, LA, and has 27 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities. Lyons serves on the Board of Directors for Chimp Haven and is involved with local organizations such as Red River Radio and City Church, and he has held leadership roles with the Shreveport Symphony Orchestra. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to create customized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Fernando Rugerio is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of household and corporate segments. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Larry Yelverton is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns LYTY Real Estate Holdings, LLC, which manages his Ameriprise office building and an additional leased unit. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Alford is a financial advisor with LPL Financial based in Shreveport, LA. He holds a Series 66 designation and has been with LPL Financial and Alford Financial since 2025. Prior to his advisory role, he worked in education at the University of Louisiana and several local schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by advanced operational tools and oversight of substantial discretionary assets.

Norman Cone III is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. His prior roles include positions at Sagepoint Financial, CUNA Brokerage Services, CUNA Mutual Group, and American United Life. Outside of his advisory work, he consults with the Louisiana Small Business Development Center, assisting small business owners with business plans, budgets, sales, and marketing. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, utilizing a range of investment strategies and tools.