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.

J. Tauzin is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and totaling 32 years of industry experience. Prior to joining Osaic in 2025, Tauzin worked at Lincoln Financial Securities Corporation for 17 years and Minnesota Mutual for 25 years. He also operates Tauzin Financial Group, which offers a range of insurance products including health, disability, long-term care, and fixed annuities. Additionally, Tauzin has an ownership interest in Palmetto Farms, a hunting club. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a broad network of affiliated advisers. The firm employs advanced asset allocation and portfolio construction tools, offering both discretionary and non-discretionary management with access to various investment products and third-party platforms.

Stafford Lyons is a Series 66-credentialed advisor with nine years of industry experience, currently with Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2016 to 2020. He serves as an office manager and paraplanner for Lapis Enterprises Inc., a legal entity associated with his Ameriprise team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julia Stockton is a financial advisor with Morgan Stanley in Shreveport, Louisiana, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill Lynch from 2004 to 2020 before joining Morgan Stanley in 2020. Outside of her advisory role, she serves as a board member for The Arc Caddo-Bossier, a nonprofit that provides services for individuals with developmental disabilities. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using proprietary tools and serves clients through various integrated investment and planning services.

Amy Lipscomb is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.