Larry Yelverton is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns LYTY Real Estate Holdings, LLC, which manages his Ameriprise office building and an additional leased unit. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Harbuck Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Jackson National Life Distributors LLC for eight years. Harbuck also serves as president of H & H Wealth Partners, a DBA for his securities, investment, and insurance activities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios across multiple asset classes.

Daniel Temple is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at TrustCare Management and has held positions in nonprofit veteran housing, insurance, and the hospitality industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jed Blackburn is a financial advisor with LPL Financial in Shreveport, LA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He previously worked at Capital One Financial Advisors LLC and Level Four Advisory Services. Blackburn is also the owner of Sunrise Center LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a platform offering diverse investment strategies.

Vernon Kalmbach Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Cetera, Red River Investments, and Edward Jones. He is also involved in family business activities, including a family farm partnership. 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. The firm offers a range of financial planning and investment management solutions, with a platform supporting discretionary and non-discretionary strategies alongside comprehensive operational tools.

Amy Lipscomb is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.