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.

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.

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 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.