Top financial advisors working with founders and business owners in Monroe, LA

Darren Oglesby is a financial advisor with Money Concepts Capital Corp in Monroe, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Money Concepts Capital Corp since 1995 and is also associated with Huggins, Oglesky And Associates. Outside of his advisory role, he owns and operates several non-investment businesses, including trampoline park holding companies and aviation-related ventures. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Gary Graham is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been associated with Entrust Investment Management since 1983 and worked at Triad Advisors, Inc. from 1998 to 2024. In addition to his advisory work, he practices law as an attorney. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily for high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process involving risk assessment and portfolio optimization, offering both discretionary and non-discretionary management options.

Lorenzo Treadway is a financial advisor at Pelican Wealth Management with 14 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2017, he has been with Pelican Wealth Management and also leads the affiliated tax-preparation entity, Pelican Wealth Tax Advisors. Pelican Wealth Management provides discretionary investment management and selects third-party money managers for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a mix of fundamental analysis, Modern Portfolio Theory, cyclical analysis, and passive strategies to develop individualized investment policies and uses third-party platforms for operational support.

Ivan Hendricks is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill. Hendricks operates Candor Wealth Partners, a business entity related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Michael Barras is a financial advisor with Edward Jones in Monroe, LA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he is the owner of an agricultural joint venture in Rayville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.