Tara Hammack is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. With over 20 years of experience in the financial industry, she brings expertise in family wealth management, services for endowments, foundations, and non-profits, liquidity management, portfolio management, managing new wealth, and retirement income strategies. Tara is committed to developing customized financial plans that reflect her clients' long-term goals through a client-centered, consultative approach. Tara holds a Bachelor's Degree and a Master of Business Administration (MBA) from Centenary College of Louisiana and holds the Professional Investment Advisor (PIA) designation. She draws on her extensive experience navigating challenging market conditions to support relationships that often span multiple generations. Tara values the trust of her clients and dedicates herself to maintaining a strong and vital firm for future generations. Beyond her professional work, Tara participates in community activities, including involvement with the Northwest Louisiana St. Jude Tennis Tournament Planning Committee. In her personal time, she enjoys spending time with her family, playing tennis, and traveling.

Hunter Greene is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Royal Alliance for six years and has operated his own advisory operations since 2017. Greene is based in Shreveport, LA, and holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

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 in Shreveport, LA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has previously worked at Cetera and has been associated with Red River Investments for over a decade. Outside of his advisory work, he is involved in family business partnerships and farm operations. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary portfolio management options.

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.