James Watts is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, with prior roles at Bank of America and Merrill. Outside of finance, he is the managing member of Laura G. Watts Paintings, an art and culture business based in Shreveport, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through its Financial Advisors and Estate Planning Strategies Group.

Nicholas Hammond is a financial advisor at Ameriprise with six years of industry experience. He has been with Ameriprise since 2018 and previously worked at Centenary College of Louisiana. He serves on the board of the Caddo Bossier Soccer Association and is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Thomas O'Brien is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Raymond James since 2013. Outside his advisory role, he manages several family-owned business ventures, including investment-related LLCs and involvement in family oil and gas interests. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and affiliated sub-advisers.

Sherricka Jones is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. Her prior work includes a decade at Primerica Advisors and service with the City of Shreveport. Outside of finance, she is involved in the local arts community as co-owner of a dance arts school and serves on boards for several cultural organizations. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions.

Norman Duhon Jr. is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and an executive board member of the Christus Foundation in Shreveport, a nonprofit organization. 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, offering a range of financial planning and advisory services with multiple portfolio management styles and affiliated research.

Jared Stevenson is a CFP® with eight years of industry experience and is currently with Edward Jones in Shreveport, LA. He has been with Edward Jones since 2017 and previously worked at Jean Simpson Personnel Services, Inc. from 2014 to 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amy Stroker is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at PFS Investments Inc, Primerica Financial Services, and IMA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Sam Friday is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Payton Denney is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has held roles at multiple firms including Mass Mutual Investors Services and MetLife Securities Inc. Denney is also a partner in PhD Holdings LLC, an LLC that holds property related to his financial planning business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Robert Cockrell Jr. is a CFP®-certified financial advisor with Raymond James & Associates, where he has worked for 13 years. He has 41 years of industry experience and holds Series 63 and Series 66 licenses. He is based in Shreveport, LA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a focus on tailored, client-directed strategies and municipal advisory services.

Jordon Davisson is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and five years of industry experience. He has been with Ameriprise since 2018 and previously worked at Louisiana State University at Shreveport. Outside of his advisory role, he owns JKDavi LLC, a real estate business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations in partnership with its advisors.

Patrick Fertitta is a financial advisor with OSAIC Wealth Inc. and holds a Series 65 designation. He has one year of industry experience and has been with OSAIC since 2025. Outside of his advisory role, he has operated Fertitta's Delicatessen since 2021 and previously served at University Lutheran Church from 2015 to 2021. OSAIC Wealth Inc. serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory services utilizing asset-allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.

Joseph Goel is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise since 2021 and previously was with Argent Financial Group in 2020. Outside of his advisory role, he is involved with Watermelon Bay, LLC, where he manages client and advisor requests and day-to-day operations. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Conway Jr. is a financial advisor with Wells Fargo Clearing in Shreveport, LA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he provides mental health counseling through Insight Behavioral Health LLC, a practice he co-owns with his spouse. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Tanner Murphy is a CFP®-certified financial advisor with Ameriprise Financial Services, LLC, based in Shreveport, LA, and has 10 years of industry experience. He has been with Ameriprise since 2016. Murphy serves on the Board of Directors for the Boy Scouts of America and is a board member of the Shreveport Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning through tax-aware withdrawal strategies and dependable income sources.

Izaac King is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes six years at Edward Jones Investments. Outside of his advisory role, he is involved as a partner in a startup business where he assists with entity formation, marketing, finance, and budgeting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a broad network of advisors through comprehensive consulting and portfolio management.

Sharon Martin is a Series 66-licensed financial advisor with Ameriprise in Haughton, LA, and has 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Martin is involved in managing an advisory business through Kevin L Murphy, LLC. Ameriprise offers 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 provide tailored, non-discretionary retirement income recommendations delivered through a centralized consulting team.

Kelly Hauser is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2021, Hauser worked for seven years at Non-Stop Scaffolding, Inc. Outside of financial advising, Hauser engages in woodworking and sign making as a hobby that generates revenue and serves on the Investments & Wealth Monitor Editorial Advisory Board for the Investments and Wealth Institute. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Megan Feulner Hauser is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc, Bank of America, N.A., and Merrill. She is involved in a team practice through Lapis Enterprise in Shreveport, LA. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Brett Schoonover is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Brett also provides clients access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Brett holds the Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Texas A&M University and a Master's Degree from the University of Houston.