Elizabeth Hamaker is a CFP®-designated financial advisor with Edward Jones, based in Shreveport, LA, and has 15 years of industry experience, all with Edward Jones since 2011. She is involved in managing a lake property used occasionally as a vacation rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Ricky Zachry is a financial advisor with Mass Mutual Investors Services in Shreveport, LA, holding a Series 63 designation and 29 years of industry experience. He has worked at Guardian Life Insurance since 1997 and has been with Mass Mutual Investors Services since 2017. Zachry also operates as an independent insurance agent specializing in fixed annuities and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analysis tools and offers asset management, wrap programs, and educational seminars.

William French is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and GWM Advisors LLC before joining LPL Financial in 2010. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Murphy is a CFP®-certified financial advisor with Ameriprise in Shreveport, LA, bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership related to managing office expenses and practice acquisition activities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, with a focus on clients meeting specified asset thresholds. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-supported strategies to deliver personalized, non-discretionary recommendations.

Ami Patel is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at Cetera and its affiliated entities since 2019 and has experience at Regions Bank dating back to 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

William Campbell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including positions at Metlife Securities Inc and MassMutual Life Insurance Co. He also works as an independent insurance agent selling fixed life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Jonathan High is a financial advisor with Ameriprise in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, Cetera, and Regions Bank. He serves on the Board of Directors for the Caddo Council on Aging. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Gabriel Rodriguez is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2022. Outside of his advisory role, he serves as a high school soccer coach for the Caddo Parish School Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Juneau is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he owns and operates tax preparation businesses in Shreveport, Louisiana. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Amy Hollister is a Series 66 licensed financial advisor with Edward Jones in Shreveport, Louisiana, and has 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is the owner of a real estate holding company focused on purchasing land for a future office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated investment products.

Douglas Lawrence is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he is involved in independent insurance brokering and manages business entities supporting his Ameriprise team practice in both Louisiana and Oklahoma. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mindell Rodriguez is a CFP®-credentialed financial advisor with 11 years of industry experience. Currently with Edward Jones since 2024, Mindell previously worked at Bank of America NA and Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Jeffrey Lee is a financial advisor at Edward Jones in Shreveport, LA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Nicole Broussard is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Ameriprise and its affiliated entities since 2017, with prior experience at Cetera Advisors, Stratos Wealth Partners, JCN Financial & Tax Advisory Group, and Advisory Services Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written retirement-income planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sara Whetstone is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2016. Outside of her advisory role, she is involved with Lapis Enterprises Inc., an associate financial advisor position within her Ameriprise team practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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.

Benjamin Williams is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.