Trenton Crawford is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2015 and has prior experience at Progressive Bank. Outside of his advisory role, he owns and advises at Progressive Financial Advisors and also provides insurance products through Progressive Financial Advisors LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Evan Derveloy is a financial advisor with LPL Enterprise and holds a Series 66 credential. He has one year of industry experience and has been with LPL Enterprise since 2025. Outside of his advisory role, he is the owner of CrossFit Ruston LLC, a business he has operated since 2012, and is also employed part-time at Billy Gene is Marketing, Inc. 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, utilizing portfolios developed by LPL’s Research Department and third parties, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Douglas Hinton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in financial management, focusing on Business Management, Retirement Planning, and Investments. In his role, Douglas delivers customized financial advice by understanding clients’ current situations and future goals to develop tailored strategies. Douglas holds a Bachelor of Science degree in Accounting from Louisiana Tech University and is a Louisiana-licensed Certified Public Accountant. He has FINRA Series 7 and 66 registrations and the Personal Investment Advisor (PIA) designation. Before joining Merrill Lynch in November 2014, he had a 34-year career in public and corporate accounting, including 15 years as Senior Vice President and Chief Financial Officer in privately held companies. Beyond his advisory role, Douglas serves as President of The Lauviah Foundation, Inc., a family foundation, and is a past president of the Society of Louisiana CPA’s – Northeast Chapter. His personal interests include baseball, football, spending time with family, and traveling.

Cynthia Loftin is a financial advisor with LPL Financial in Monroe, LA, holding a Series 66 credential and 23 years of industry experience. She has worked at LPL Financial since 2019, following roles at Fsc Securities Corp and Wells Fargo Clearing. Outside of financial advising, she is the owner of Ironwood Fence Company LLC. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Jennifer Hammett is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, METLIFE SECURITIES Inc, and Money Concepts Capital Corp. Outside of her advisory work, she serves as a fiduciary for her mother, acting as executrix and managing health-related matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party asset managers to serve a broad client base.

James Breaux is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Guillot Orten Breaux Nelson Group. Since joining Merrill Lynch in 2003, he has focused on long-term strategic planning and implementing wealth management strategies to help clients grow their wealth and preserve their lifestyle. He provides personalized wealth management plans tailored to each client's long-term goals and coordinates the team's equity management and portfolio design. James has expertise in complex market cycles and works closely with clients to understand their financial situations and priorities. James holds a Bachelor of Science degree from the University of Louisiana at Monroe. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He was named to the 2023-2026 Forbes "Best-in-State Wealth Management Teams" list as part of his group. He lives in Monroe, Louisiana with his wife Emma and their two children. James is involved in his community, having served as Board President of the local Ronald McDonald House and currently serving as Vice President of the Board for Med-Camps of Louisiana. He is also a member of the local Civil Air Patrol organization. His interests include running, spending time with his family, and community service.

Don Banks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Edelman Financial Engines, Alight Financial Solutions, Allstate Financial Services, Wells Fargo, and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Ivan Hendricks is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he operates Candor Wealth Partners, LLC, a business entity established for tax and investment purposes. 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 managers, and employs technology tools to support advisors while overseeing over $819 billion in discretionary assets.

Jeremy Parker is a financial advisor at Raymond James Financial with 17 years of industry experience and holds a Series 66 designation. His career includes roles at Metlife Securities Inc., IBERIA Bank, and multiple entities affiliated with Raymond James since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm focuses on tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Matthew Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch as a Client Associate in 2014 and became a Financial Advisor in 2015. Nelson works with clients through a disciplined wealth management process, providing customized advice and recommendations to help preserve and grow their wealth. He earned both a Bachelor of Business Administration in Finance and a Master of Business Administration from Louisiana Tech University, completing his undergraduate degree in three years while on a football scholarship. Nelson holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, Nelson is involved in sports and community activities. He runs a kicking and punting academy and serves as a board member for a local soccer organization. He is also a board member of the Louisiana Tech University Alumni Association and the Wiggin’Out Cancer Association. Nelson resides in Monroe, Louisiana, with his wife and two children.

Eric Criswell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Josh Fuselier State Farm Agency, Key West Properties LLC, and CenturyLink. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Wade Halley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Ron Bush State Farm for two years and held roles in nursing and rehabilitation facilities as well as at ChristChurch.LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of advisors and branch offices.

Maggie Humphries is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Her prior experience includes roles at Oglesby Financial Group, Asteri Networks, Fairfield Inn by Marriott, and Louisiana Tech University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melony Jones is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008. 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. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Hinton is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as senior partner of The Hinton – Hinton Team. She has been part of the financial services industry since 1989 and joined Merrill Lynch Wealth Management in January 1996. Prior to joining Merrill, Amanda worked as a Certified Public Accountant and Certified Internal Auditor in the banking industry. Amanda holds a B.S. degree in Accounting from the University of Louisiana at Monroe and is a Louisiana licensed Certified Public Accountant. She also holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with Series 7 and 66 FINRA registrations. In her role, Amanda focuses on relationship management, business development, retirement planning, and investments. She does not provide specific tax advice in her current capacity. Amanda is the founder of The Lauviah Foundation, Inc., a family foundation, and is actively involved in her community through various organizations including the Louisiana Society of CPAs, The Cancer Foundation League, The Lauviah Foundation Inc., LLC, and United Way of Northeast Louisiana. Her personal interests include cooking, dancing, gardening, genealogy, hiking, horseback riding, music, spending time with family, traveling, and writing.

Jennifer Dykes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she spent 13 years working at North Monroe Baptist Church. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Robert Prestridge is a Wealth Management Advisor at Merrill Lynch Wealth Management in Monroe, Louisiana. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Senior Portfolio Advisor title. He collaborates with clients to develop personalized financial strategies that align with their goals, priorities, risk tolerance, and liquidity needs. His client focus areas include family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Mr. Prestridge brings over two decades of military service combined with a substantial career in wealth management. He served nearly 22 years in the U.S. Army, including approximately 11 years on active duty with assignments in eight countries. After leaving the military, he earned a Bachelor of Science degree in Finance from Louisiana Tech University and completed a graduate assistantship focused on financial analyses and faculty research. He joined Merrill Lynch in 1996 and has worked in the Monroe office since. He is part of the Prestridge-Sunsin-Morris Wealth Management team, which assists clients in organizing their financial lives and coordinating with other professionals as needed. Mr. Prestridge is a member of the Louisiana Tech University Alumni Association, the Military Division of Kappa Alpha Order, the Royal Monmouthshire Royal Engineer Sergeants Mess, The American Legion, and the Veterans of Foreign Wars. He is also involved with the West Monroe Civitan Club. Outside of work, he enjoys scuba diving, spending time with his family, and traveling.

Michael Ryan is a CFP® professional with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kristopher Mc Koin is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that reflect clients' full financial picture and adapt to changing market conditions. His expertise includes college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. With over 26 years of experience in the investment industry, Kristopher holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of Louisiana System. Kristopher is involved in his community, serving as a 5th and 6th grade girls basketball coach at Jesus the Good Shepherd School. He enjoys spending time with his family, coaching his children in sports, duck hunting, and attending basketball sporting events.

Storm Warren is a financial advisor with LPL Enterprise LLC in Monroe, LA, holding Series 65 and Series 63 licenses. He has worked in financial services since 2024, including roles at Primerica Financial Services and PFS Investments Inc., and has a background in basketball coaching. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, using model-driven investment implementation and offering access to third-party asset managers, retirement plans, and insurance products through its network of investment adviser representatives.