Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.

Brett Josey is the principal of Brett Josey Wealth Management LLC in Benton, LA, holding a Series 65 designation with 14 years of industry experience. He has been with Brett Josey Wealth Management Inc since 1998. The firm provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. It offers distinct service tracks for high net worth clients and those with moderate investable assets, emphasizing fundamental analysis and long-term investment positions with portfolios typically built around index funds, ETFs, and selected individual equities or mutual funds.

Caleb Josey is a Series 65 licensed financial advisor with five years of industry experience. He has been with Brett Josey Wealth Management LLC since 2019. Prior to this, he held positions at BancorpSouth and worked at Heard McElroy & Vestal CPA Firm, as well as roles at Louisiana State University in Shreveport. Brett Josey Wealth Management LLC provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. The firm serves both high net worth clients and those with moderate investable assets, employing a long-term investment approach centered on fundamental analysis and portfolios built around index funds, ETFs, and select individual equities or mutual funds.

Nancy Nelson is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and 20 years of industry experience. She has worked at Tucker Asset Management since 2019 and previously held roles at Neltec Industries LLC, LPL Financial, Investment Centers of America, Sigma Financial Corporation, and GBT Financial Services. Nelson is a co-owner and member of Neltec Industries LLC, a for-profit business, in addition to her advisory work. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach that includes growth, fixed income, direct indexing, and alternative investments, with capabilities to integrate private and non-liquid alternatives.

Micah Tipton is a Series 65-licensed advisor with three years of industry experience, currently serving clients at Exodus Wealth, LLC. Prior to joining Exodus Wealth, he worked at Brookstone Wealth Advisors and Evans Financial Group. He is also the owner of Armor Life & Annuity, an independent life insurance and annuity business that he maintains with existing clients. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm provides discretionary portfolio management alongside standalone financial plans and utilizes a blend of fundamental, technical, and cyclical analysis across various investment strategies.

Kenneth Wessels is a financial advisor with Prosperity Wealth Management, Inc. in Bossier City, LA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Oneamerica Securities, Inc. and American United Life. He serves as a board member of the Lions Club in Bossier City and volunteers with the Shreveport Little Theatre. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients, employing a multi-method investment approach and conducting due diligence on recommended third-party managers.

David Campbell is a financial advisor at First Command Advisory Services with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including J.P. Morgan Securities, Gibsland Bank & Trust Financial Services, and Tucker Asset Management. Before entering the financial industry, he served in the U.S. Army for 18 years and worked with Caddo Parish Schools in the JROTC program. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Shannon Singleton is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, Singleton served six years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

Richard Harville is a ChFC® with 36 years of experience in the financial services industry. He is currently with Eagle Strategies (NY Life) and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1989. Harville is also involved in insurance brokering for non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Shannon Wheeler is a financial advisor with Empower Advisory Group in Bossier City, LA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and at Valic Financial Advisors since 2016. Outside of his advisory role, he manages Software Works Consulting, LLC, a business focused on website building and computer maintenance. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for IRA and retail brokerage clients, using integrated services tied to Empower’s recordkeeping and administrative platforms.

Luke Groninger is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at various First Command entities since 2017 and previously was employed at Centenary College of Louisiana. Outside of his advisory role, he serves as a soldier in the United States Army Reserves and owns Warrior's Shield LLC, a limited liability company used for lease agreements. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized team, using model portfolios and approved third-party managers.

Loren Lepore is a financial advisor with First Command Advisory Services holding a Series 66 license and two years of industry experience. His prior work includes roles at various First Command entities and service in the Louisiana Army National Guard, where he serves as a Critical Care Flight Paramedic providing medical support for injured service members. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Crystal Wooldridge is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she co-owns Wooldridge Meat LLC, a business involved in meat processing and sales, and jointly manages family-held real estate through Chelette Properties LLC and Wynn Wynn Holdings LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Ryan Yarbrough is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Morgan Stanley and Ameriprise Financial Services. He is based in Shreveport, LA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional fiduciary solutions through non-discretionary, tailored strategies supported by firm research and a range of portfolio management options.

Daniel Nobles is a CFP® professional with 10 years of industry experience, currently advising at Edward Jones since 2015. He holds a Series 66 license and operates out of Bossier City, LA. In addition to his advisory work, he owns Daniel Nobles Investments, LLC, through which he is converting land in Benton, LA, from residential to commercial use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Charles Clawson III is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Clawson serves as Treasurer and Board Member of Montessori of Shreveport and is a Board Member and Finance/Investment Committee Member at NOEL United Methodist Church. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research resources.

Kenneth Allen Jr. is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ted Bortei Doku is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previously worked at Bell Flight, Walmart, and Sprouts, as well as attended Texas A&M University. 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 public entities, offering financial planning and investment consulting through several specialized programs.

Thomas Cockrell is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019. Prior to his current role, he was employed at Automatic Payroll Systems from 2016 to 2019. 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, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Michael Schutza is a Series 66-licensed financial professional with six years of industry experience. He is currently with Cetera and has previously worked with MML Investors Services LLC, MassMutual Life Insurance Co, and as an independent broker. Outside of his advisory role, Schutza is involved with a dental lab business where he reviews and oversees financial office records. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services, providing advisors with access to both affiliated and third-party investment models.

Joe Badt Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Osaic since 2024 and previously spent 17 years at Securities America Advisors Inc. Outside of his advisory role, he manages a bookkeeping business and serves as a trustee for a family trust benefiting his sister and nieces. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across multiple investment types.

Tommy Cockrell is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the Finance and Investment Committee for the Diocese of Shreveport. 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—and offers comprehensive financial planning and consulting services through various specialized programs.

Michael Reagan is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Previously, he was involved with Delta Magic Wildlife Attractant from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

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.

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.

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.

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.

Jason Little is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, Jason is involved with the Byrd Booster Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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.

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.

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.

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.

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.

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.

William Haynes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Cetera and its affiliated entities since 2015 and has worked concurrently at Regions Bank since that year. Outside of his advisory role, Haynes operates a technology repair business and is involved in data research for a professional football network, as well as a photography and videography company. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account management.

Mark Kay is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. He is also a 50% owner of a vacation home rental business. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a broad range of investment types.

Ryan Day is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at D Corp LLC for seven years. He holds the Series 66 designation and is based in Bossier City, 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 supported by a nationwide network of more than 23,700 financial advisors.

Christine Wasner is a financial advisor with Primerica Advisors in Bossier City, LA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked with Primerica Advisors since 2016 and concurrently with Chad Garland CPA, LLC since 2021. Outside of her advisory role, she serves as a medical billing consultant for St. Christopher Imaging, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

David Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 32 years of industry experience. His prior work includes long tenure at Metropolitan Life Insurance Company and MetLife Securities Inc., as well as a brief period with Mass Mutual Investors Services. Smith operates an independent insurance agency in Bossier City, LA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement plan advisory services. The firm offers portfolio management and model-based solutions delivered by independent Financial Professionals, with multiple custody and platform arrangements tailored to client objectives.

Chad Boudreau is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Northwestern Mutual in various roles from 2010 to 2017. Outside of financial advising, he serves as trustee for a special needs trust and manages referral fee arrangements related to cost segregation tax analysis. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of investment programs and educational seminars.

Cynnamon Renfro is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she held positions at the State of Missouri Department of Health and Senior Services and the State of Missouri Family Support Division. She also worked briefly with LifeShare Blood Center in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Cher Welch is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she assists her husband with managing their farm, Welch Farms, where they raise and sell cattle, and she is involved with the Vivain Chamber of Commerce as a board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branches.

J. Tauzin is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and totaling 32 years of industry experience. Prior to joining Osaic in 2025, Tauzin worked at Lincoln Financial Securities Corporation for 17 years and Minnesota Mutual for 25 years. He also operates Tauzin Financial Group, which offers a range of insurance products including health, disability, long-term care, and fixed annuities. Additionally, Tauzin has an ownership interest in Palmetto Farms, a hunting club. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a broad network of affiliated advisers. The firm employs advanced asset allocation and portfolio construction tools, offering both discretionary and non-discretionary management with access to various investment products and third-party platforms.