Kenneth Allen Jr. is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ted Bortei Doku is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previously worked at Bell Flight, Walmart, and Sprouts, as well as attended Texas A&M University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, offering financial planning and investment consulting through several specialized programs.

John Bowen is a financial advisor with Raymond James & Associates in Shreveport, LA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary services through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Wesley Roan is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 63 designation and bringing 19 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services from 2006 to 2023. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Allen Rowe Jr. is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He operates out of Shreveport, LA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jared Kutz is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 15 years of industry experience. He previously worked at HD Vest Investment Services and operated Kutz Accounting Services Inc., where he served as an accountant and manager. Outside of his advisory role, he is involved in business ownership through Kutz Enterprises. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Salvadore Miletello IV is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Shreveport Complex. He began his career at Bank of America Merrill Lynch in 1992 after earning a bachelor's degree in accounting from the University of Louisiana at Monroe. Sal has held the Certified Investment Management Analyst® (CIMA®) certification since 2000 and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation since 1998. He also holds a Master of Science degree in Leadership & Human Resource Development from Louisiana State University, earned in 2023. Sal's expertise centers on family wealth management strategies, legacy planning, philanthropic planning, socially responsible investing, values-based investing, and ESG investing. He is dedicated to working closely with clients to develop personalized financial strategies aligned with their long-term goals. Beyond his professional work, Sal actively contributes his time and resources to support community organizations. He co-founded FDDOC Winners' Circle, Inc., an after-school tutoring nonprofit serving thousands of children, and serves as a board member and instrument-rated pilot with Pilots for Patients, which provides free flights for medical care. Sal lives in Shreveport with his wife, Kendra, and their four children. Together, they support higher education initiatives through various scholarships, including those for first-generation college students. Sal's community involvement also includes affiliation with the Northwest Louisiana Food Bank. He enjoys traveling, reading, dancing, and spending time with his family, engaging in activities such as boating, attending sporting events, and relaxing at the lake.

Candace Yates is a financial advisor at Ameriprise in Shreveport, LA, holding a Series 66 designation with 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, where she worked from 2008 to 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Jerald Rolen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Knox Ridley Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes long tenures at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as his current role with Pinnacle Group since 2020. Ridley is also involved in Pinnacle Group Insurance & Financial Services, operating out of Shreveport, LA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Thomas Cockrell is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019. Prior to his current role, he was employed at Automatic Payroll Systems from 2016 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Thad Miers is a Series 65-credentialed financial advisor with 34 years of industry experience. He is currently affiliated with Cetera and has prior experience with firms including Avantax and 1st Global Advisors. Outside of advisory work, he provides consulting on VA Aid & Attendance benefits. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Maureen O'Neal is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. O'Neal serves as Chair and President of the Board for Robinson's Rescue and is a member of the Louisiana State University in Shreveport Business Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Murphy is a Series 66-licensed financial advisor with Ameriprise, based in Stonewall, LA, and has 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he manages an advisory business under Kevin L Murphy, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Richard Mc Elhatten is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he held roles in real estate and construction, including ownership of Gold Lion Construction and NEMC Enterprises. He is involved in multiple business ventures outside of finance, including construction and soap manufacturing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by research and model portfolios.

Maximiliano Balli is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities, LLC for seven years before joining Merrill in 2025. Merrill, together 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Schutza is a Series 66-licensed financial professional with six years of industry experience. He is currently with Cetera and has previously worked with MML Investors Services LLC, MassMutual Life Insurance Co, and as an independent broker. Outside of his advisory role, Schutza is involved with a dental lab business where he reviews and oversees financial office records. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services, providing advisors with access to both affiliated and third-party investment models.

Everett Green is a financial advisor with Primerica Advisors, holding a Series 63 designation and with 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 1994. In addition to his advisory role, he is a self-employed inventor and is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

James Mccormick is a financial advisor with LPL Financial in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he spent nine years at INVEST Financial Corporation. He is also involved with McCormick Advisory Solutions L.L.C., a financial institution duty firm operating since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management.

Joe Badt Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Osaic since 2024 and previously spent 17 years at Securities America Advisors Inc. Outside of his advisory role, he manages a bookkeeping business and serves as a trustee for a family trust benefiting his sister and nieces. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across multiple investment types.