Patrick Martin

Daniel Rogers is a Series 66-licensed financial advisor with First Command Advisory Services, based in Leesville, LA. He has four years of industry experience, including prior roles at First Command Brokerage Services and automotive sales. He is also the owner of D.R. Financial, LLC, a business entity related to his activities within First Command. First Command Advisory Services serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and manages portfolios using in-house investment teams within a vertically integrated family of companies.

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.

Heather Parker is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at UDB Financial from 2014 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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.

John Lenahan is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Ameriprise and has held multiple roles at LPL Financial since 2004. Lenahan is also a commissioned notary public in the state of Louisiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.