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.

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.