Independent financial advisors in DeRidder, LA

Daniel Rogers is a financial advisor with First Command Advisory Services and holds a Series 66 credential. He has four years of industry experience, including roles at First Command Brokerage Services and First Command Insurance Agent. Outside of his advisory work, he is the owner of D.R. Financial, LLC, which supports his business activities within First Command. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Windham is a Series 65 licensed financial advisor with 24 years of industry experience. He is currently with Raymond James Financial and previously worked at firms including Investment Partners of Acadiana, Hibernia Wealth Management, LPL Financial, Stratos Wealth Partners, and Voya Financial Advisors. Outside of advising, he is a partner at Windham & Reed CPA, L.L.C., an accounting firm in DeRidder, LA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling, supporting clients through its advisory programs and other providers.

Charles Scarbrough is a financial advisor at Cetera with 28 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services and has operated his own CPA firm since 1975. He is also involved in financial planning and coaching through his firm, Willow Chute Financial, which serves individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures.

Eden Solinsky is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Strategic Financial Concepts in 2025, Solinsky has operated the Solinsky Group Insurance Agency since 2017 and worked at McNeese State University from 2013 to 2017. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs discretionary investment management with a range of strategies and incorporates insurance-related activities alongside multiple LPL program offerings.

Taylor Martin is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, Martin gained experience at Louisiana Farm Bureau Mutual Insurance Company, Sabine State Bank, and Tractor Supply Co., and also worked at McNeese State University and Bayou Splash and Dash Carwash. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.