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.

Drake Solomon is a financial advisor with LPL Financial based in Alexandria, Louisiana. He holds a Series 66 designation and has recent experience at Red River Bank and LPL Financial, starting in 2025. Prior to his advisory roles, he worked in various positions including media and education, and operated a small business called Daiquiris To Go. 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, supporting a broad range of investment strategies and operational tools.