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Cameron G
Series 66, Series 63
Shreveport, LA
Edward Jones
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 B
Series 63, Series 66
Shreveport, LA
Ameriprise
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 T
Series 63
Shreveport, LA
Raymond James & Associates
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 P
Series 66
Shreveport, LA
Edward Jones
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.
Deauton D
Series 66
Shreveport, LA
Ameriprise
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 P
Series 63, Series 65
Shreveport, LA
LPL Financial
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 I
CFP®, Series 63, Series 66
Benton, LA
Edward Jones
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 F
Series 63
Shreveport, LA
LPL Financial
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 M
CFA®, Series 63, Series 65
Bossier City, LA
Wells Fargo Clearing
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 M
Series 66
Shreveport, LA
Merrill
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 T
CFP®, Series 63
Shreveport, LA
Ameriprise
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 H
Series 63, Series 65
Shreveport, LA
Ameriprise
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.
Robert E
ChFC®, Series 63, Series 65
Shreveport, LA
LPL Enterprise
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 M
Series 63, Series 65
Shreveport, LA
Morgan Stanley
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 Y
Series 65, Series 63
Shreveport, LA
Ameriprise
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 T
Series 66
Shreveport, LA
Ameriprise
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 B
Series 66
Shreveport, LA
Ameriprise
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 H
Series 66
Bossier City, LA
Ameriprise
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 B
Series 66
Shreveport, LA
Ameriprise
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 M
Series 66
Bossier City, LA
Edward Jones
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.
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