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.

Christopher Murphy is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 16 years of industry experience. He has been with Ameriprise and its related entities since 2012. Murphy also manages an advisory business through Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies.

Everett Green is a financial advisor with Primerica Advisors, holding a Series 63 designation and with 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 1994. In addition to his advisory role, he is a self-employed inventor and is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

Kaye Ochetto is a CFP® and ChFC® with 17 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Werner is a financial advisor with Cambridge Investment Research Advisors in Shreveport, LA, holding a Series 66 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and has additional experience with Cambridge Investment Research, Inc. and Audi dealerships. Werner serves as treasurer for the Magnolia Chase Homeowners Association and is also involved with Toro Asset Management LLC as an employee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party investment solutions tailored to client needs.

John Albritton is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, Albritton serves as Vice President of the Shreveport Regional Arts Council and is a District 11 Representative on the Caddo Parish School Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Nicholas Rath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as treasurer for the First Baptist Church of Keithville and is a part-owner of a house-flipping business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment offerings.

Angelique Perez is a financial advisor at Edward Jones in Shreveport, LA, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Deauton Delgado is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliate firms since 2016 and also has experience at Louisiana College from 2015 to 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice addressing income sources, asset allocation, and Social Security strategies.

Matthew Ponder is a financial advisor with LPL Financial in Shreveport, Louisiana, holding Series 63 and Series 65 registrations and 19 years of industry experience. He previously spent 17 years with Primerica Advisors and Primerica Financial Services. Ponder serves as a nonprofit board member for Norris Ferry Community Church. 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. Its platform includes financial planning, model portfolios, third-party asset management, and institutional solutions, supported by a broad network of investment adviser representatives.

Robert Eddy Jr. is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 1982. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Timothy Yelverton is a financial advisor with Ameriprise in Shreveport, LA, holding Series 65 and Series 63 designations and three years of industry experience. His career includes roles at Matco Heating & Air and Pratt Industries prior to joining Ameriprise in 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines internal research and third-party data within an investment universe influenced by affiliated product relationships.

Kyler Burns is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Bom Financial Services, Northwestern State University, and BOM Bank. Outside of his advisory role, Kyler operates a mobile floral boutique cart, Beka's Blooms, that serves events around North Louisiana. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized team to deliver non-discretionary, research-based retirement income recommendations.