Daniel Rogers

John Windham is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 65 designation and has worked at several 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 where he is involved in tax preparation and governmental audits. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority to clients.

Christopher Lee is a CFP® and ChFC® with 34 years of industry experience. He has worked at LPL Financial since 2024, following prior roles at Lincoln Financial Securities and First Command Financial Services, where he spent over 30 years. Outside of his advisory work, he is involved with Frontload, Inc., a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Jason Carroll is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Patrick Martin is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of advising, Martin manages the day-to-day operations of a car wash business in Leesville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Zachary Bollinger is a Series 66-licensed financial advisor at Ameriprise Financial Services LLC with experience in financial services beginning in 2024. Prior to joining Ameriprise, he held positions at multiple organizations including UDB Financial and RoyOMartin. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated products and distribution arrangements.

Jennifer Chaney is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2020. Prior to joining Edward Jones, she was the owner of Eve & Dee Boutique, a retail business she operated from 2013 until its closure in 2020. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.