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.

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.

Chad Boudreau is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Northwestern Mutual in various roles from 2010 to 2017. Outside of financial advising, he serves as trustee for a special needs trust and manages referral fee arrangements related to cost segregation tax analysis. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of investment programs and educational seminars.

Benjamin Alford is a financial advisor with LPL Financial in Shreveport, LA. He holds a Series 66 designation and has recently started his advisory career, including work with Alford Financial since 2025. Prior to this, he was employed at the University of Louisiana and several educational institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

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.

Cynnamon Renfro is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she held positions at the State of Missouri Department of Health and Senior Services and the State of Missouri Family Support Division. She also worked briefly with LifeShare Blood Center in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Sara Whetstone is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2016. Outside of her advisory role, she is involved with Lapis Enterprises Inc., an associate financial advisor position within her Ameriprise team practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Christopher Harbuck Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Jackson National Life Distributors LLC for eight years. Harbuck also serves as president of H & H Wealth Partners, a DBA for his securities, investment, and insurance activities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios across multiple asset classes.

Robert Brubaker II is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Avantax and 1st Global Advisors. In addition to his advisory role, he is a partner at Thomas & Brubaker CPAs. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.