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Eric R

Series 63, Series 65, Series 66

Alexandria, LA

LPL Financial

Eric Reed is a financial advisor with LPL Financial in Alexandria, Louisiana, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2006. Reed is also involved in a limited liability company related to land purchase and building development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph D

CFP®, Series 63, Series 65

Alexandria, LA

Raymond James Financial

Joseph Descant III is a CFP® with 31 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, and was previously affiliated with Raymond James Financial Services, Inc. since 1997. He serves as a trustee for a family special needs trust and is the managing member and president of Descant Financial Partners, LLC, a support company for his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting using analytical tools and supports institutional consulting and portfolio management via a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bradley S

Series 63, Series 65

Alexandria, LA

LPL Financial

Bradley Smith is a financial advisor with LPL Financial in Alexandria, Louisiana, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes roles at Prospera Financial Services and Wells Fargo Advisors. Outside of his advisory work, he is involved in several business ventures, including ownership of Light It Up LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on both discretionary and non-discretionary strategies, supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John F

Series 66

Alexandria, LA

Ameriprise

John Fream is a financial advisor with Ameriprise in Boyce, Louisiana, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Barstool Sports and Louisiana Tech University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, supported by a centralized retirement-income consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lance G

Series 63, Series 66

Ball, LA

J.P. Morgan Securities

Lance Griffith is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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William H

Series 63, Series 65

Alexandria, LA

LPL Financial

William Huddleston II is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 17 years and Wells Fargo Advisors for one year. Outside of his advisory role, he is a business owner and CFO of Infenergy, LLC, a non-investment related company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and various institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jane M

Series 63, Series 65

Ball, LA

LPL Financial

Jane Mathews is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Cetera and Red River Bank. Jane is also involved with Red River Investments Group, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher S

Series 66

Alexandria, LA

LPL Financial

Christopher Soprano is a financial advisor with LPL Financial, holding a Series 66 license and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked with FSC Agency and FSC Securities from 2005 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by advanced operational and research technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kenneth E

CFP®, Series 66

Alexandria, LA

J.P. Morgan Securities

Kenneth Kenny Elliott is a CFP® professional with 19 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMORGAN Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jeffrey D

Series 63, Series 65

Alexandria, LA

Ameriprise

Jeffrey Draughon is a financial advisor with Ameriprise in Alexandria, Louisiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial from 2003 to 2019 before joining Ameriprise. Outside of his advisory role, he leads the men's ministry at Calvary Baptist Church, where he teaches a weekly course and is developing a ministry podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations, tax-smart strategies, and algorithmic support to produce tailored retirement income plans.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew Y

Series 66

Alexandria, LA

LPL Financial

Matthew Young is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has work history including roles at Red River Bank, The Community Foundation of North Louisiana, and Centenary College of Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas E

Series 63, Series 65

Alexandria, LA

LPL Financial

Thomas Easterling Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He previously worked at FSC Agency, FSC Securities Corporation, and Financial Services of Central Louisiana from 2005 to 2019, and at Osaic FA, Inc. from 1999 to 2005. Easterling is involved with Financial Solutions Group LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools while maintaining oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patrick O

Series 63, Series 66

Alexandria, LA

LPL Financial

Patrick O'quin is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2019. Prior to that, he was affiliated with FSC Securities Corporation and Osaic FA, Inc. No notable outside activities are reported. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Crissy S

Series 66

Alexandria, LA

Ameriprise

Crissy Shirley is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following a decade at LPL Financial. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert K

CFP®, Series 63

Alexandria, LA

Raymond James Financial

Robert Kinberger is a CFP® with 34 years of industry experience, currently associated with Raymond James Financial in Alexandria, LA. He has worked at Raymond James Financial and its related entities since 2000 and has operated Kinberger Financial Services and Kinberger Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its recommendations through various advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jacob C

Series 66

Alexandria, LA

Edward Jones

Jacob Cooper is a financial advisor with Edward Jones in Alexandria, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for five years at Goldman Equipment, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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April N

Series 66

Alexandria, LA

LPL Financial

April Nugent is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2019 and previously spent 14 years with FSC Agency and FSC Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through a broad network of investment adviser representatives using various portfolio programs and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian S

Series 66

Alexandria, LA

LPL Financial

Brian Schmolke is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation for six years before joining LPL Financial in 2019. Outside of his advisory role, he is the owner of Schmolke's Fine Fragrances, 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dillard B

Series 63, Series 65

Alexandria, LA

Cetera

Dillard Brazzel is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Avantax and Allstate Financial Advisors. Outside of his advisory role, he serves as president of Hands for Healing International, a humanitarian relief organization. Cetera Investment Advisers LLC is a large nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients. 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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James L

Series 63

Alexandria, LA

Mass Mutual Investors Services

James Leatherman Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. His career includes long tenures at Guardian Life and its affiliates before joining Mass Mutual in 2023. Outside of advising, he owns and operates several business ventures, including a tax savings company and a gun club, and serves as a broker for a family insurance agency. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to develop collaborative, goal-oriented plans, with implementation conducted through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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