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.

David Nadeau is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Mass Mutual Investors Services and MetLife Securities. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lora Slack is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry, all spent at Edward Jones since 2013. She is based in Shreveport, LA. 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 advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Janice Watt is a financial advisor with OSAIC based in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been associated with Royal Alliance Associates, INC. since 2002. Outside of her advisory role, Janice provides bookkeeping, payroll, and tax services through her own accounting business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a combination of brokerage and investment advisory services, utilizing various asset allocation tools and third-party platforms to manage portfolios tailored to client needs.

Dragan Matic is a financial advisor with Ameriprise Financial Services based in Shreveport, LA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including digital marketing management and paraplanning. Outside of advisory services, he is involved in digital marketing through his business ownership of MBM Commerce LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to deliver customized recommendation reports and ongoing advice.

Nicholas Hammond is a financial advisor at Ameriprise with six years of industry experience. He has been with Ameriprise since 2018 and previously worked at Centenary College of Louisiana. He serves on the board of the Caddo Bossier Soccer Association and is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jared Stevenson is a CFP® with eight years of industry experience and is currently with Edward Jones in Shreveport, LA. He has been with Edward Jones since 2017 and previously worked at Jean Simpson Personnel Services, Inc. from 2014 to 2017. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Payton Denney is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has held roles at multiple firms including Mass Mutual Investors Services and MetLife Securities Inc. Denney is also a partner in PhD Holdings LLC, an LLC that holds property related to his financial planning business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Jordon Davisson is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously worked at Louisiana State University at Shreveport. Outside of his advisory role, he owns JKDavi LLC, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service with written recommendation reports and ongoing tax-aware retirement planning, using proprietary research and third-party data within a managed account framework.

Robert Conway Jr. is a financial advisor with Wells Fargo Clearing in Shreveport, LA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he provides mental health counseling through Insight Behavioral Health LLC, a practice he co-owns with his spouse. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Tanner Murphy is a CFP®-certified financial advisor with Ameriprise Financial Services, LLC, based in Shreveport, LA, and has 10 years of industry experience. He has been with Ameriprise since 2016. Murphy serves on the Board of Directors for the Boy Scouts of America and is a board member of the Shreveport Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning through tax-aware withdrawal strategies and dependable income sources.

Sharon Martin is a Series 66-licensed financial advisor with Ameriprise in Haughton, LA, and has 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Martin is involved in managing an advisory business through Kevin L Murphy, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered through a centralized consulting team.

Kathleen Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and serves as a guardian for her granddaughter. 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 employs an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Elizabeth Hamaker is a CFP®-designated financial advisor with Edward Jones, based in Shreveport, LA, and has 15 years of industry experience, all with Edward Jones since 2011. She is involved in managing a lake property used occasionally as a vacation rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Kevin Murphy is a CFP®-certified financial advisor with Ameriprise in Shreveport, LA, bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership related to managing office expenses and practice acquisition activities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, with a focus on clients meeting specified asset thresholds. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-supported strategies to deliver personalized, non-discretionary recommendations.

Jonathan High is a financial advisor with Ameriprise in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, Cetera, and Regions Bank. He serves on the Board of Directors for the Caddo Council on Aging. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Gabriel Rodriguez is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2022. Outside of his advisory role, he serves as a high school soccer coach for the Caddo Parish School Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Juneau is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he owns and operates tax preparation businesses in Shreveport, Louisiana. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Amy Hollister is a Series 66 licensed financial advisor with Edward Jones in Shreveport, Louisiana, and has 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is the owner of a real estate holding company focused on purchasing land for a future office. 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 more than 23,700 advisors and offers a range of advisory programs and affiliated investment products.

Mindell Rodriguez is a CFP®-credentialed financial advisor with 11 years of industry experience. Currently with Edward Jones since 2024, Mindell previously worked at Bank of America NA and Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.