John Paul is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Eagle Strategies since 2013 and has over three decades of tenure with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm offers multiple program types while emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Candy Martin is a financial advisor with Valic Financial Advisors in Shreveport, LA. She holds a Series 66 designation and has one year of industry experience with Valic and one year with Edward Jones. Outside of her financial career, she has been a self-employed hair stylist for over 30 years. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing technology and model solutions to serve approximately 300,000 clients.

Marcia Jones is a financial advisor with Benjamin F. Edwards & Company, Inc. in Shreveport, LA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, with a focus on both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Daniel Smith is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Daniel has been with Eagle Strategies since 2011 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring advice to client objectives, with a majority of its assets managed on a non-discretionary basis.

Melissa Mcconnell is a financial advisor with Valic Financial Advisors in Shreveport, LA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Valic Financial Advisors since 2000 and is also involved with Agia in a non-securities insurance capacity. Additionally, she serves as treasurer for Project Graduation 2026, a parent organization that raises funds for an after-graduation party. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Jaime Watson is a financial advisor with Valic Financial Advisors holding a Series 66 designation and currently has one year of industry experience. Prior to joining Valic Financial Advisors, Jaime worked at CMR Fiber and has held roles at RCW Group, LLC and Taylor-Robertson, LLC. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth and ultra‑high net worth clients, as well as employer‑sponsored retirement participants. The firm offers a range of wrap programs, portfolio management, and financial planning services through a large network of advisors and leverages centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Shelly Johnson is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including NYlife Securities LLC and The Summit Group. Outside of finance, she was involved with Great Raft Brewing from 2021 to 2023. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a range of advisory programs and emphasizes customized recommendations aligned with client objectives and plan sponsor criteria.

John Todd Mcdaniel is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at Brookstone Capital Management LLC. Mcdaniel also owns and operates McDaniel Wealth, LLC dba McDaniel Financial, where he is involved in insurance sales and trading fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and consulting services.

Rodney Clements is a financial advisor with Edward Jones in Bossier City, LA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for the Louisiana Secretary of State at the Louisiana State Exhibit Museum from 2010 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Evan Myers is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise in 2021, he worked at Kroger Grocery Co for nine years. He is involved in an outside business activity with Lapis Enterprises Inc, a trade desk affiliated with his Ameriprise team practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bonnie Corbett is a financial advisor at Edward Jones in Shreveport, LA, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Moore is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at Cadence Bank, BancorpSouth, Infinex Investments, Ameriprise Financial Services, and Capital One Investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting various investment strategies with both discretionary and non-discretionary options.

Michael Suggs is a Series 66 licensed financial advisor with 14 years of industry experience, currently associated with LPL Financial since 2022. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, Allstate Insurance Company, Wells Fargo Clearing, and Edward Jones. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Lavon Welch is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He operates as an independent insurance agent through Lavon H. Welch Insurance Services, offering life and health insurance, fixed annuities, disability insurance, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies tailored to client objectives.

Cody King is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, King serves on the finance committee of Riverpark Church and is a board member of the Northwest Louisiana Chapter of the Fellowship of Christian Athletes. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Wesley Roan is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 63 designation and 19 years of industry experience. He previously worked for Primerica Advisors and Primerica Financial Services for 17 years before joining LPL Financial in 2023. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

Jared Kutz is a financial advisor with Ameriprise Financial Services in Shreveport, LA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2016, he operated Kutz Accounting Services Inc. for seven years. Outside of his advisory role, he manages Kutz Enterprises and continues involvement in accounting through Kutz Accounting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes collaborative, non-discretionary implementation supported by proprietary research and algorithmic tools.

Jerald Rolen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Knox Ridley Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His career includes long tenures at The Prudential Insurance Company of America and Pruco Securities, LLC, along with his current roles at Pinnacle Group and LPL Enterprise. Ridley is also involved with Pinnacle Group Insurance & Financial Services in Shreveport, LA. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, with additional services including financial planning, access to managed accounts, and insurance product facilitation through affiliated entities.

Maureen O'Neal is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. O'Neal serves as Chair and President of the Board for Robinson's Rescue and is a member of the Louisiana State University in Shreveport Business Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.