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Mark P

CFP®, ChFC®, Series 66

Alexandria, LA

Edward Jones

Mark Pritchard is a financial advisor at Edward Jones in Alexandria, LA, holding the CFP®, ChFC®, and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is president of Pritchard Holdings LLC, a real estate business based in Alexandria. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Jamie P

Series 66

Alexandria, LA

Edward Jones

Jamie Peterson is a financial advisor with Edward Jones in Alexandria, LA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, Peterson worked for eight years at Sabine State Bank & Trust Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Joshua R

Series 66

Pineville, LA

Edward Jones

Joshua Riley is a Series 66 licensed financial advisor at Edward Jones in Pineville, LA, with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a manager and member of R6, LLC, a limited liability company based in Pineville. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner Religious/faith focused Values-based investing
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Cohen L

Series 66

Alexandria, LA

LPL Financial

Cohen La Cour is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at LPL Financial and Red River Bank, as well as academic positions at Louisiana Tech University. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized 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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David D

Series 63

Alexandria, LA

Edward Jones

David Daily is a financial advisor with Edward Jones in Alexandria, Louisiana, holding a Series 63 designation and possessing 33 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 63, Series 65

Alexandria, LA

Merrill

Nerine Day is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 53 years of industry experience. She has been with Merrill since 2000 and also works with Bank of America. In addition to her advisory role, she serves as a trustee for the Claude Marie Dubuis Religious and Charitable Trust, supporting religious and charitable missions and overseeing investment policies. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Alan K

CFP®, Series 63, Series 66

Alexandria, LA

Cetera

Alan Kent is a CFP®-credentialed financial advisor with 33 years of industry experience, currently affiliated with Cetera. His work history includes extensive tenure with First Allied Advisory Services and First Allied Securities before joining Cetera. Outside of his advisory role, he serves as an officer for Alan Eric Kent LLC and is successor trustee of the Kent Living Trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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Joseph B

Series 63, Series 65

Alexandria, LA

Ameriprise

Joseph Bollinger Jr is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 16 years with LPL Financial. Outside of his advisory role, he serves on the Board of Directors for the Left Bank Homeowners Association in Alexandria, LA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John W

Series 63, Series 66

Pineville, LA

Edward Jones

John Wolf is a financial advisor with Edward Jones in Pineville, LA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Wolf is the president and owner of Hurricane Motorsports Racing Team and serves as a color commentator for 446 Sports. He also officiates high school and college football games and volunteers as a junior high football assistant coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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

Series 66

Alexandria, LA

Ameriprise

Brian Flynn is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following six years at LPL Financial. Flynn serves on the Board of Directors for Diamond Youth Baseball of Alexandria, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary B

Series 66

Pineville, LA

Ameriprise

Zachary Bollinger is a Series 66 licensed advisor with Ameriprise Financial Services in Pineville, LA. He has been in the industry since 2025, with prior experience at UDB Financial and various other roles before joining Ameriprise. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice and written Recommendation Reports tailored for clients approaching or in retirement.

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

Series 63

Ball, LA

LPL Financial

Jenifer Gilchrist is a financial advisor with LPL Financial, holding a Series 63 designation and 22 years of industry experience. She has worked at LPL Financial since 2020 and previously spent over a decade with Cetera and Cetera Investment Services. In addition to her advisory role, Gilchrist serves as a Senior Compliance Executive at Red River Bank. 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 other institutions. The firm offers a range of investment programs and employs various advisory platforms, including model portfolios and third-party subadvisors.

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

ChFC®, Series 63, Series 65

Alexandria, LA

LPL Financial

Michael Young is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2019, he worked at Lincoln National Life, Sunlife of Canada, FSC Securities Corporation, and other related firms. He serves as a permanent deacon in the Catholic Church in Alexandria, 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 other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

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

Series 63, Series 66

Alexandria, LA

Raymond James Financial

Evan Taylor is a financial advisor with Raymond James Financial in Alexandria, LA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Charles Schwab, E*TRADE Securities, and the Prasse-Anderson Law Group. He also works as an associate with KinbergerWealth Management, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 66

Alexandria, LA

LPL Financial

James Curley Jr. is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with LPL Financial since 2019, following 12 years with FSC Securities Corporation and related entities. 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 provides a range of advisory and brokerage services supported by various investment platforms and technologies, overseeing over $819 billion in discretionary assets through a network of more than 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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Curtis T

Series 63, Series 65

Alexandria, LA

Ameriprise

Curtis Thomasco is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliated entities since 2000. Outside of his advisory work, he serves on the Board of Directors for The Civil War Round Table of Chicago. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher D

Series 66

Alexandria, LA

Cetera

Christopher Daigrepont is a financial advisor with Cetera holding a Series 66 credential and six years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Eli Lilly & Company. He serves as president of the Young Professionals Group of Louisiana, a local club focused on professional development. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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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Larry H

Series 66, Series 63

Pineville, LA

OSAIC

Larry Hair is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and 29 years of industry experience. He previously worked at Edward Jones Investments for 18 years before joining Royal Alliance Associates, where he has worked for nine years. Hair serves as secretary for the Kiwanis Club of Pineville, a nonprofit service organization. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes various portfolio construction tools and supports multiple advisory platforms, including third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Donovan D

CFP®, Series 66

Alexandria, LA

LPL Financial

Donovan Davis is a Certified Financial Planner® with 25 years of industry experience, currently serving at LPL Financial since 2006. He holds the Series 66 designation and is based in Alexandria, Louisiana. Outside of his advisory role, he is involved with DavCo Farms, a timber harvest business. 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 through its network of investment adviser representatives, including financial planning, model portfolios, 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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Michael U

Series 63, Series 65

Alexandria, LA

Ameriprise

Michael Upton is a financial advisor with Ameriprise in Alexandria, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise. Upton serves on several local boards, including the Better Business Bureau of Central Louisiana, the Alexandria Rotary Club, and the Louisiana Sports Hall of Fame Foundation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning for clients approaching or in retirement. The firm’s approach combines proprietary research and third-party data to guide asset allocation and withdrawal strategies within a defined investment universe.

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