John Simpson II is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a wealth and portfolio specialist business based in Shreveport, LA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options.

Warren Bradley is a financial advisor with Eagle Strategies (NY Life) in Shreveport, LA, holding a Series 66 designation and having 12 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with NYLIFE Securities LLC and TFG Financial, LLC for over a decade. Outside of his advisory roles, he serves as a board member at Southfield School, contributing to policy and decision-making. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shelly Johnson is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including NYlife Securities LLC and The Summit Group. Outside of finance, she was involved with Great Raft Brewing from 2021 to 2023. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a range of advisory programs and emphasizes customized recommendations aligned with client objectives and plan sponsor criteria.

John Todd Mcdaniel is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at Brookstone Capital Management LLC. Mcdaniel also owns and operates McDaniel Wealth, LLC dba McDaniel Financial, where he is involved in insurance sales and trading fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and consulting services.

Loren Lepore is a financial advisor with First Command Advisory Services holding a Series 66 license and two years of industry experience. His prior work includes roles at various First Command entities and service in the Louisiana Army National Guard, where he serves as a Critical Care Flight Paramedic providing medical support for injured service members. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

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.

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.

Bonnie Corbett is a financial advisor at Edward Jones in Shreveport, LA, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 bringing 33 years of industry experience. He worked at Citigroup Global Markets for nine years before joining LPL Financial in 2009. Outside of his advisory role, he is a business owner of CABB Oil and Gas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs.

Terry Moore serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. His practice emphasizes open and constructive communication to understand clients' financial goals and help them make informed decisions. He offers expertise in areas such as college education planning, family wealth management, personal retirement planning, small business strategies, and services tailored to sports and entertainment professionals. He holds a Bachelor's Degree from Northwestern State University of Louisiana and a Master's Degree from Centenary College of Louisiana. Terry has earned 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 is involved with multiple professional organizations and actively participates in community initiatives including the Biomedical Research Foundation of Northwest Louisiana, Christus Health Louisiana Board of Directors, and foundations associated with Louisiana State University Shreveport and Northwestern State University. Outside of his professional commitments, Terry enjoys a range of personal interests such as 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 at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at Cadence Bank, BancorpSouth, Infinex Investments, Ameriprise Financial Services, and Capital One Investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting various investment strategies with both discretionary and non-discretionary options.

Michael Suggs is a Series 66 licensed financial advisor with 14 years of industry experience, currently associated with LPL Financial since 2022. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, Allstate Insurance Company, Wells Fargo Clearing, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.