Seasoned financial advisors in Natchitoches, LA

Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Joseph Cunningham Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services, Inc. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

William Cross is a financial advisor at Osaic with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for FSC Securities for 13 years before joining Osaic in 2023. Cross is also an insurance agent offering fixed annuities and various life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms, providing services including brokerage, investment advisory, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

David Kees Sr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Kovack Advisors in 2026, he worked at SAGEPOINT FINANCIAL, Inc. for 14 years and at OSAIC for 3 years. He also owns Kees Financial Services, where he sells fixed insurance products and provides employee benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, employing both internally developed models and third-party managers to manage portfolios through an Envestnet-supported process.

Chad Pugh is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Mass Mutual Investors Services and Hancock Whitney Bank. Pugh is based in Natchitoches, Louisiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.