William Swander serves as a Senior Financial Advisor with Merrill Lynch Wealth Management and The Swander Group. He has been with Merrill Lynch since 2003, focusing on developing personalized strategies tailored to clients' financial needs. His expertise includes maximizing retirement income while minimizing risk, as well as managing investments, tax minimization strategies, and wealth transfer. William holds a Bachelor's Degree in Business Administration with a concentration in Economics from the University of Louisiana at Monroe. He has earned the Chartered Retirement Planning Counselor™ designation and is also recognized as a Personal Investment Advisor (PIA). William resides in Monroe with his wife Lindsey and their three children. He has been active in the local community, serving on boards such as The United Way and The Boys Club of Northeast Louisiana. William and his family are members of North Monroe Baptist Church.

Emily Morris is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has been with Merrill since 2017 and also associated with Bank of America since 2020. Outside of her advisory role, she owns and operates Emily Morris Paint, a limited liability company through which she sells her paintings. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital markets platform.

Derek Daniels is a financial advisor with Raymond James & Associates in Monroe, LA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he holds a fractional ownership interest in a fraternity house at the University of Louisiana-Monroe. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Chad Elias is a Series 66-licensed financial advisor with Equitable Advisors in Monroe, LA, where he has worked since 2005, totaling 21 years of experience at the firm and 20 years in the industry. He previously worked with Axa Advisors, LLC for 15 years. Outside of his advisory role, he serves as the administrator of his deceased brother’s estate and oversees residual commissions related to his brother’s sports management company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party investment programs.

Jason Tiser is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. He serves as a finance committee member for St Frederick High School, providing financial recommendations related to budgeting, spending, and investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research.

Edward Miller Jr. is a financial advisor with LPL Financial, holding a Series 65 designation and 11 years of industry experience. He has worked at LPL Financial since 2015 and is also involved with Argent Trust Company and E.L.M. Management, where he provides accounting services related primarily to medical practices. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Autumn Causey is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Delta Life and Retirement Solutions and Gary Thomas CPA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

George Aji is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Vantage Health Plan. Aji is also involved with Booth Wealth Management, a support company based in Monroe, LA. 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 asset management solutions, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.

Martha Glass is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1987, also spending time at Bank of America N.A. since 2022. Merrill, along 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 plans, corporations, and charitable organizations.

W Adams Rodgers IV is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2001. Adams Rodgers is recognized for his work with multiple appearances on the Forbes Best-in-State Wealth Advisors list from 2019 through 2026. Within The Rodgers Group, he focuses on investments, relationship management, and business development. He earned a bachelor's degree from the University of Louisiana at Monroe in 1998 and holds several professional designations, including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. His expertise includes areas such as retirement income planning, wealth transfer and legacy planning strategies, and planning for healthcare expenses. Outside of his professional work, Adams Rodgers lives in Monroe with his wife, April, and their two daughters. He has served in leadership roles including President of the ULM Alumni Association, Chairman of the Board for Camp Ch-Yo-Ca, Seeker Springs Ministry, and The Jeremy Barnhill Foundation, as well as President of the Northeast Monroe Rotary Club. He currently serves on the Board of Trustees for the Southern Division of The Nature Conservancy. His personal interests include playing drums, fishing, participating in men's spiritual retreats, and church worship.

Susan Mitcham is a financial advisor with LPL Financial in West Monroe, LA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes previous roles at Edward Jones and Banc One Securities Corporation. Outside of financial advising, she serves as a pianist at Hyde Park Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing various portfolio strategies and advisor support tools, and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

Joseph Howard is a financial advisor with Edward Jones in Calhoun, LA, holding a Series 66 designation and 16 years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years with Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is occasionally involved with a family-owned sawmill business, assisting with operations and woodworking projects. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Melanie Roose is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she serves as a board member for the West Monroe High School Lady Rebel Soccer team, where she volunteers in coordination efforts. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Douglas Farr is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at FSC Securities and Wells Fargo Clearing. Outside of his advisory role, he is involved in a family tree farm business and holds interests in oil and gas royalties through a separate entity. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Ashley Tonore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in assisting clients across a range of areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, and services for endowments, foundations, and non-profits. Ashley works closely with clients to develop personalized financial strategies that align with their long-term goals. Ashley holds a Bachelor's Degree from Louisiana State University System and holds professional designations such as Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her approach emphasizes simplicity and transparency when navigating the complexities of financial planning. Outside of her professional role, Ashley enjoys boating, golfing, and spending time with her family.

Amber Fife is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She previously worked at Money Concepts Capital Corp and Oglesby Financial Group. Outside of her advisory role, she is a co-owner of a tree removal service in Rayville, Louisiana. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jefferson Campbell is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 12 years of industry experience. He has worked at Cetera and affiliated firms since 2020, with prior experience at CB&S Bank, ProEquities, Inc., and Raymond James Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that features a variety of program options and investment strategies.

Matt Coleman is a financial advisor with LPL Financial based in Monroe, LA, holding a Series 66 designation and having two years of industry experience. His prior work includes positions at Cadence Bank, Bank of Oak Ridge, and Business Alliance Financial Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sharol Gault is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and is also employed with Bank of America, N.A. since 2020. Merrill, along 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, and institutional investors.

Jeffrey Sunsin is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been with the firm since 1998, providing financial guidance and expertise to clients. Jeff holds a Bachelor of Business Administration from the University of Louisiana at Monroe and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his family reside in Lincoln Parish. Outside of work, Jeffrey enjoys exercising and spending time with his family.