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.

Richard Mc Elhatten is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including real estate and construction, and he owns businesses in construction and consumer goods. 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 model portfolios and third-party asset management, supported by extensive operational and research tools.

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.

James Mccormick is a financial advisor with LPL Financial based in Shreveport, LA, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Invest Financial Corporation and Morgan Keegan & Company, LLC. He is also involved with McCormick Advisory Solutions LLC, a firm related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of advisors and various operational tools.

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.

Jason Coffield is a financial advisor with Edward Jones in Shreveport, LA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at GWM Advisors LLC and LPL Financial, LLC. Outside of his advisory role, he is active as a musician, performing guitar and vocals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Roger Bell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2004. 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 portfolios, third-party asset management, and institutional platforms.

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.

Cameron Guin is a financial advisor with Edward Jones in Shreveport, LA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to Edward Jones, he worked at Northwestern Mutual in various roles from 2019 to 2023 and held positions in other companies including AssureSource LLC and Six C Fabrication. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and investment solutions, supported by one of the largest networks of financial advisors and branch offices in the industry.

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.

Jeffrey Thompson is a CFP® professional with 24 years of industry experience, currently advising at Ameriprise since 2021. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. Outside of financial advising, he manages family farming operations and land and mineral rights investments through affiliated business entities. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research-driven, algorithm-supported recommendations with a range of advisory, brokerage, and insurance solutions.

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.

Ellis Tompkins is a financial advisor at Ameriprise in Shreveport, LA, holding a Series 66 designation. He joined Ameriprise in 2025 and has previous experience at Wieland Corporation and several educational and service organizations. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Michael Bacon is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Ameriprise since 2024 and previously held roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Regions Bank. He has also managed his own advisory business in collaboration with Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on detailed analysis and investment research.