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 in Shreveport, LA, 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 supported by in-house research and third-party subadvisors.

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 in Shreveport, LA, holding a Series 66 designation and two years of industry experience. Prior to joining the firm, she was a full-time student for 18 years. Outside of her advisory role, she owns 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 municipal advisory services, supported by a nationwide adviser network and extensive 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 Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He focuses on implementing and managing personalized strategies and processes to help meet client goals and constraints. His client expertise includes family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Donald began his career in 1997 at Merrill Lynch Wealth Management, working alongside his father, Greg, where he developed an understanding of the value of research and diversification in portfolio management. He currently contributes to directing the team's investment recommendations and portfolio allocations. Donald earned a Bachelor of Science degree from Louisiana State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Donald enjoys baseball, boating, fishing, football, reading, skiing, spending time with his family, and watching movies. He resides in Shreveport with his wife, Carolyn, and their two children.

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.

Deauton Delgado is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliate firms since 2016 and also has experience at Louisiana College from 2015 to 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice addressing income sources, asset allocation, and Social Security strategies.

Matthew Ponder is a financial advisor with LPL Financial based in Shreveport, LA. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including 17 years with Primerica Advisors and Primerica Financial Services. He serves as a board member for Norris Ferry Community Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various technology platforms.

Alex Ivins, Jr. Jr. is a Certified Financial Planner (CFP®) at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2003. 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 through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services under a fiduciary standard.

Susan Frybarger is a financial advisor with LPL Financial based in Shreveport, LA, holding a Series 63 designation and 28 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies. Outside of her advisory role, she has experience as a Mary Kay Cosmetics consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing research from internal and third-party sources.

Barry Masci is a CFA® charterholder with over 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. He is based in Bossier City, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Mc Master is a Series 66-credentialed financial advisor at Merrill with five years of industry experience. His prior work includes roles at Edward Jones and Bank of America, N.A. He is also the manager of McMaster Cattle LLC, an agricultural business focused on cattle feeding. 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, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and institutions.

Jeffrey Thompson is a CFP® professional with 24 years of industry experience, currently advising at Ameriprise since 2021. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. Outside of financial advising, he manages family farming operations and land and mineral rights investments through affiliated business entities. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research-driven, algorithm-supported recommendations with a range of advisory, brokerage, and insurance solutions.

Bryan Hildebrand is a financial advisor with Ameriprise in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 26 years before joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver customized, algorithm-supported advice.