Christopher Murphy is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 16 years of industry experience. He has been with Ameriprise and its related entities since 2012. Murphy also manages an advisory business through Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies.

Richard Mc Elhatten is a financial advisor with LPL Financial in Shreveport, LA, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including real estate and construction, and he owns businesses in construction and consumer goods. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational and research tools.

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.

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 based in Shreveport, LA, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Invest Financial Corporation and Morgan Keegan & Company, LLC. He is also involved with McCormick Advisory Solutions LLC, a firm related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of advisors and various operational tools.

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.

Jeremy Werner is a financial advisor with Cambridge Investment Research Advisors in Shreveport, LA, holding a Series 66 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and has additional experience with Cambridge Investment Research, Inc. and Audi dealerships. Werner serves as treasurer for the Magnolia Chase Homeowners Association and is also involved with Toro Asset Management LLC as an employee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party investment solutions tailored to client needs.

Jason Coffield is a financial advisor with Edward Jones in Shreveport, LA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at GWM Advisors LLC and LPL Financial, LLC. Outside of his advisory role, he is active as a musician, performing guitar and vocals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Roger Bell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Albritton is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, Albritton serves as Vice President of the Shreveport Regional Arts Council and is a District 11 Representative on the Caddo Parish School Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Matthew Coady is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James, he spent nine years at Delta Controls Corporation. He is a partner in an investment club called The Wolves of Texas Street. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various programs, drawing on diverse portfolio management styles and affiliated research.

Tommy Cockrell is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the Finance and Investment Committee for the Diocese of Shreveport. 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 charitable organizations—and offers comprehensive financial planning and consulting services through various specialized programs.

Lauren Guidotti is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She has been with Raymond James since 2019, following an extended period as a full-time student. Outside of her advisory role, she owns and operates a small embroidery business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad range of portfolio management styles and affiliated research resources.

Nicholas Rath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as treasurer for the First Baptist Church of Keithville and is a part-owner of a house-flipping business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment offerings.

Michael Reagan is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Previously, he was involved with Delta Magic Wildlife Attractant from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Donald Bickham is a financial advisor with Merrill based in Shreveport, LA, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Merrill since 1997 and is also affiliated with Bank of America, N.A. since 2012. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services, supported by a range of investment strategies and integration with Bank of America’s capital-markets platform.

Cameron Guin is a financial advisor with Edward Jones in Shreveport, LA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to Edward Jones, he worked at Northwestern Mutual in various roles from 2019 to 2023 and held positions in other companies including AssureSource LLC and Six C Fabrication. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and investment solutions, supported by one of the largest networks of financial advisors and branch offices in the industry.

Timothy Brown Sr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Shreveport, LA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jennifer Taylor is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Raymond James & Associates since 2013. 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, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Angelique Perez is a financial advisor at Edward Jones in Shreveport, LA, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary advisory strategies supported by a large network of financial advisors and branch offices nationwide.