Robert Eddy Jr. is a financial advisor at LPL Enterprise with the ChFC® designation and over 40 years of industry experience. He has worked extensively with Prudential Insurance Company of America and PRUCO Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he is involved with Pinnacle Group Insurance & Financial Services, providing financial planning, investment, and insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Catherine Mitton is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Timothy Yelverton is a financial advisor with Ameriprise in Shreveport, LA, holding Series 65 and Series 63 designations and three years of industry experience. His career includes roles at Matco Heating & Air and Pratt Industries prior to joining Ameriprise in 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines internal research and third-party data within an investment universe influenced by affiliated product relationships.

Ellis Tompkins is a financial advisor at Ameriprise in Shreveport, LA, holding a Series 66 designation. He joined Ameriprise in 2025 and has previous experience at Wieland Corporation and several educational and service organizations. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kyler Burns is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Bom Financial Services, Northwestern State University, and BOM Bank. Outside of his advisory role, Kyler operates a mobile floral boutique cart, Beka's Blooms, that serves events around North Louisiana. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized team to deliver non-discretionary, research-based retirement income recommendations.

Lindsey Hall is a financial advisor with Ameriprise in Bossier City, LA, holding a Series 66 designation and two years of industry experience. She has been with Ameriprise since 2018 and is also associated with Bonvenu Investment Services. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Bacon is a Series 66 designated advisor at Ameriprise Financial Services with seven years of industry experience. Prior to joining Ameriprise, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He also has experience managing an advisory business through Kevin L Murphy, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Micah Mitchell is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Farmers Bank and Trust for five years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

Jason Little is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, Jason is involved with the Byrd Booster Club. Raymond James & Associates 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 including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Wendell Whetstone is a CFP®-certified financial advisor with Ameriprise in Shreveport, LA, with 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. He serves as president of the Louisiana Baptist Foundation’s board of directors. 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 non-discretionary, written recommendations through a centralized consulting team.

Thomas Awagu is a financial advisor with Primerica Advisors in Shreveport, LA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been associated with PFS Investments Inc. since 1995 and Primerica Financial Services since 1994. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Nadeau is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Mass Mutual Investors Services and MetLife Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Chance is a financial advisor with Ameriprise in Benton, Louisiana, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise since 2018 and has held advisory roles at Bonvenu Investment Services and Investment Professionals, Inc. Outside of finance, he owns and manages 2nd Chance Motors, an automotive sales and restoration business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kathleen Mitton is a Series 66 credentialed financial advisor at Morgan Stanley with 19 years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Lora Slack is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry, all spent at Edward Jones since 2013. She is based in Shreveport, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Janice Watt is a financial advisor with OSAIC based in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been associated with Royal Alliance Associates, INC. since 2002. Outside of her advisory role, Janice provides bookkeeping, payroll, and tax services through her own accounting business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a combination of brokerage and investment advisory services, utilizing various asset allocation tools and third-party platforms to manage portfolios tailored to client needs.

Dragan Matic is a financial advisor with Ameriprise Financial Services based in Shreveport, LA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including digital marketing management and paraplanning. Outside of advisory services, he is involved in digital marketing through his business ownership of MBM Commerce LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to deliver customized recommendation reports and ongoing advice.

Jesse Perez is a financial advisor with Ameriprise in Bossier City, LA, holding a Series 66 designation and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years before joining Ameriprise and Bonvenu Investment Services. Outside of his advisory role, he serves as Vice President of Investments at Bonvenu Bank. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice primarily for clients with Ameriprise-managed assets.

Robert Harper is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Royal Alliance and INVEST Financial Corp., along with an ongoing association with JPJ Investments. 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 offers financial planning and a range of advisory programs supported by research and model portfolio options.

Christopher Lee is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses and has been with LPL Financial since 2002. Outside of his advisory role, he is involved with Maverick Investment Properties LLC, a real estate rental business. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.