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.

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.