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 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.

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.

Nicole Broussard is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Ameriprise and its affiliated entities since 2017, with prior experience at Cetera Advisors, Stratos Wealth Partners, JCN Financial & Tax Advisory Group, and Advisory Services Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written retirement-income planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Daniel Temple is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at TrustCare Management and has held positions in nonprofit veteran housing, insurance, and the hospitality industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Brubaker II is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and as a CPA/partner at Thomas & Brubaker CPAs, where he has worked for over 25 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Tara Hammack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the financial industry, specializing in a client-centered consultative approach to fixed income investing and retail asset management. Her focus areas include family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, portfolio management services, and retirement income. Ms. Hammack carries on a legacy of financial advisory work inspired by her father, with whom she trained for nearly a decade during his 47-year career. She values the long-term relationships formed with clients that often extend across multiple generations. Holding a Bachelor's degree and an MBA from Centenary College of Louisiana, she also holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Tara participates in community activities such as the Northwest Louisiana St. Jude Tennis Tournament Planning Committee. Her personal interests include spending time with her family, tennis, and traveling.

Jed Blackburn is a financial advisor with LPL Financial in Shreveport, LA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He previously worked at Capital One Financial Advisors LLC and Level Four Advisory Services. Blackburn is also the owner of Sunrise Center LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a platform offering diverse investment strategies.

Hunter Greene is a financial advisor with LPL Financial based in Shreveport, LA. He holds the CFP® designation along with Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Royal Alliance from 2017 to 2023 and has been involved with JPJ Investments since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Whitman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. His approach centers on developing flexible plans that encompass the full financial picture to help clients make informed decisions. Whitman's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income planning. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Louisiana Tech University as well as a Master of Business Administration from the University of Arkansas at Little Rock. Outside of his professional work, Whitman enjoys football, hunting, tennis, traveling, and spending time with his family and extended family. He is committed to building strong client relationships that support effective wealth creation, preservation, and tax-advantaged distribution during life and at death.

Benjamin Williams is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Marie Dean is a Series 66-registered financial advisor with Merrill, based in Shreveport, LA, and has 10 years of industry experience. She has been with Merrill since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Hayter IV is a CFP® professional with 11 years of experience at Edward Jones in Shreveport, LA. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved with Avery Outdoors, supporting hunting product dealers and contributing outdoor articles, and serves as Vice President of the Shreveport Bossier Networking Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Vernon Kalmbach Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Cetera, Red River Investments, and Edward Jones. He is also involved in family business activities, including a family farm partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, with a platform supporting discretionary and non-discretionary strategies alongside comprehensive operational tools.