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Jeremy P

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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John C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

John Cristler is a financial advisor at Meriwether Wealth & Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group and in educational roles at Louisiana Tech University and North Desoto High School. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets with a combination of direct management and outside managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Tracy C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with four years of industry experience. Prior to joining Meriwether Wealth & Planning in 2021, Campbell worked at b1BANK for seven years. Outside of advising, Campbell is the owner of TLC Self Storage LLC and operates as a vendor at two local antique malls. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $263 million in discretionary assets with a multi-faceted investment approach that includes direct management and third-party managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Mark G

CFP®

Minden, LA

Meriwether Wealth & Planning, LLC

Mark Green is a CFP® professional with four years of experience at Meriwether Wealth & Planning, LLC. Prior to entering the financial advisory field, he worked in physical therapy for six years. Meriwether Wealth & Planning LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing a combination of direct management, third-party research, and outside managers to manage diversified portfolios.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Andrew P

CFP®, Series 66

Minden, LA

Meriwether Wealth & Planning, LLC

Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Robert A

Series 63, Series 66

Gibsland, LA

Tucker Asset Management LLC

Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scott C

Series 65

Arcadia, LA

Tucker Asset Management LLC

Scott Canady is a Series 65-licensed advisor at Tucker Asset Management LLC with one year of industry experience. Before joining Tucker Asset Management, he worked at GBT Financial Services, Inc. and Gibsland Bank & Trust. He also served on the Bienville Parish School Board for nine years. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and incorporates a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shari W

Series 63, Series 66

Shreveport, LA

Edward Jones

Shari White is a financial advisor with Edward Jones in Shreveport, LA, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner
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Larry G

Series 63, Series 66

Arcadia, LA

Edward Jones

Larry Gray is a financial advisor with Edward Jones in Arcadia, LA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Hardin Simmos University and Kingray Land LLC, where he remains managing member of an investment holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,700 financial advisors. The firm offers various managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert W

Series 66

Minden, LA

Edward Jones

Robert White is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds a Series 66 designation. 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 and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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