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.

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.