Rodney Clements is a financial advisor with Edward Jones in Bossier City, LA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for the Louisiana Secretary of State at the Louisiana State Exhibit Museum from 2010 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Crystal Wooldridge is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she co-owns Wooldridge Meat LLC, a business involved in meat processing and sales, and jointly manages family-held real estate through Chelette Properties LLC and Wynn Wynn Holdings LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Mickel Husted Jr. is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently affiliated with Morgan Stanley in Shreveport, LA, having previously worked at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Lisa Curry is a financial advisor at Merrill with 21 years of industry experience. She has held roles at Bank of America, Raymond James & Associates, and Merrill. Outside of her advisory work, she occasionally sells acrylic paint pouring art created as a personal hobby. Merrill, along 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Ryan Yarbrough is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Morgan Stanley and Ameriprise Financial Services. He is based in Shreveport, LA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional fiduciary solutions through non-discretionary, tailored strategies supported by firm research and a range of portfolio management options.

Daniel Nobles is a CFP® professional with 10 years of industry experience, currently advising at Edward Jones since 2015. He holds a Series 66 license and operates out of Bossier City, LA. In addition to his advisory work, he owns Daniel Nobles Investments, LLC, through which he is converting land in Benton, LA, from residential to commercial use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jack Smithwick Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over 39 years. Since joining Merrill Lynch in 1986, he has worked closely with clients, including owners of family businesses, physicians, and multigenerational families, providing wealth management strategies tailored to preserve and grow their assets. His approach emphasizes engaging clients and their families to develop comprehensive financial plans that incorporate investment, liability, and wealth transfer considerations. He co-founded Smithwick Day Bickham & Pratt, partnering with experienced advisors to deliver personalized services focused on family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. Jack holds a Bachelor's Degree from the Louisiana State University System and carries the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Jack is involved with organizations such as The David Toms Foundation, Loyola Prep College, and the LSU Tiger Athletic Foundation. He resides in Shreveport with his wife, Emily, and their two children.

Charles Clawson III is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Clawson serves as Treasurer and Board Member of Montessori of Shreveport and is a Board Member and Finance/Investment Committee Member at NOEL United Methodist Church. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research resources.

Evan Myers is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise in 2021, he worked at Kroger Grocery Co for nine years. He is involved in an outside business activity with Lapis Enterprises Inc, a trade desk affiliated with his Ameriprise team practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jonathan Simonton is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Morgan Stanley in Shreveport, LA, having previously worked at Bank of America, Merrill, and Grind Capital. Outside of his advisory role, he is a 50% owner of a limited liability company that holds land and oil and gas royalties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Benjamin Alford is a financial advisor with LPL Financial in Shreveport, LA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved as a business owner in an oil and gas enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven approaches.

Terry Moore serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized financial strategies that are tailored to their long-term goals. His practice emphasizes open and constructive communication to fully understand clients' financial situations and objectives. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, women and wealth, and sports and entertainment. Terry holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Northwestern State University of Louisiana and a Master's Degree from Centenary College of Louisiana. Terry is active in his community, participating in organizations such as the Bossier Chamber of Commerce, Rotary Club of Shreveport, Shreveport Chamber of Commerce, and Volunteers of America. He serves on the Board of Directors for Christus Health Louisiana and is involved with the Biomedical Research Foundation of Northwest Louisiana, Louisiana State University Shreveport Foundation, and Northwestern State University Foundation. Outside of work, his personal interests include baseball, biking, football, golfing, music, reading, softball, surfing, swimming, and table tennis.

James Foshee Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Pamela Moore is a financial advisor with LPL Financial based in Shreveport, Louisiana, holding a Series 66 designation and eight years of industry experience. She has worked at several firms including Cadence Bank, BancorpSouth, Infinex Investments, Ameriprise Financial Services, and Capital One Investing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services utilizing both discretionary and non-discretionary management approaches.

Michael Suggs is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and Allstate Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning in its investment approach.

Hayden Hildebrand is a financial advisor at Ameriprise with seven years of industry experience, including prior work at Edward Jones. He holds the Series 66 designation. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides 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 deliver personalized, non-discretionary recommendations through a centralized consulting team.

Stephanie Wiggins is a Series 66-registered financial advisor with Morgan Stanley in Shreveport, LA, where she has worked since 2017. She has seven years of industry experience, including two years at Regions Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans supported by firm-approved tools and modeling techniques.

Lavon Welch is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He operates as an independent insurance agent through Lavon H. Welch Insurance Services, offering life and health insurance, fixed annuities, disability insurance, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies tailored to client objectives.

Cody King is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, King serves on the finance committee of Riverpark Church and is a board member of the Northwest Louisiana Chapter of the Fellowship of Christian Athletes. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Dumas is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Sarasota, Florida. With over 38 years of experience in the financial services industry, he focuses on the growth, preservation, and distribution of wealth for affluent families and individuals. Tim works closely with clients to develop integrated, multi-generational wealth plans and manages their implementation and execution, maintaining regular contact and portfolio reviews. Tim began his career in 1988 at Prudential Securities in Houston and held various leadership roles, including training Financial Advisors in New York and La Jolla and serving as branch manager in Fort Myers, Buffalo, Houston, and Dallas. He joined Merrill Lynch Wealth Management as a Financial Advisor in 2011. His expertise includes college education planning, family wealth management strategies, philanthropic planning, retirement income, and liquidity management. He holds several FINRA securities registrations and insurance licenses. Tim earned a Bachelor's degree in History from Louisiana Tech University and pursued an MBA at Louisiana State University. Born in Lafayette, Louisiana, he is active in the Sarasota community with involvement on various non-profit boards and civic associations. His personal interests include tennis, gardening, gourmet cooking, saltwater fishing, and cheering for LSU football.