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Sandra W

Series 63, Series 66

Ball, LA

LPL Financial

Sandra Walsh is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at LPL Financial since 2020 and has prior experience with Red River Bank and Cetera. Walsh also operates Red River Investments Group, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Walter M

Series 66

Ball, LA

Edward Jones

Walter Myers Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Reinhart Foodservice for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Lance G

Series 63, Series 66

Ball, LA

J.P. Morgan Securities

Lance Griffith is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jane M

Series 63, Series 65

Ball, LA

LPL Financial

Jane Mathews is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Cetera and Red River Bank. Jane is also involved with Red River Investments Group, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Craig R

Series 66

Deville, LA

LPL Enterprise

Craig Roy is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of his advisory role, he is involved with the Westside Habilitation Center. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, with additional services that include financial planning, trust custody, insurance products, and a collateralized lending program.

Tax-loss harvesting
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Joshua R

Series 66

Pineville, LA

Edward Jones

Joshua Riley is a Series 66 licensed financial advisor at Edward Jones in Pineville, LA, with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a manager and member of R6, LLC, a limited liability company based in Pineville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner Religious/faith focused Values-based investing
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John W

Series 63, Series 66

Pineville, LA

Edward Jones

John Wolf is a financial advisor with Edward Jones in Pineville, LA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Wolf is the president and owner of Hurricane Motorsports Racing Team and serves as a color commentator for 446 Sports. He also officiates high school and college football games and volunteers as a junior high football assistant coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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

Series 63

Ball, LA

LPL Financial

Jenifer Gilchrist is a financial advisor with LPL Financial, holding a Series 63 designation and 22 years of industry experience. She has worked at LPL Financial since 2020 and previously spent over a decade with Cetera and Cetera Investment Services. In addition to her advisory role, Gilchrist serves as a Senior Compliance Executive at Red River Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and employs various advisory platforms, including model portfolios and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Larry H

Series 66, Series 63

Pineville, LA

OSAIC

Larry Hair is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and 29 years of industry experience. He previously worked at Edward Jones Investments for 18 years before joining Royal Alliance Associates, where he has worked for nine years. Hair serves as secretary for the Kiwanis Club of Pineville, a nonprofit service organization. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes various portfolio construction tools and supports multiple advisory platforms, including third-party managed-account solutions.

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