Jamielle Wiltz is a financial advisor at LPL Enterprise with a Series 66 designation and recent entry into the industry. Prior to joining LPL Enterprise, Wiltz held various roles including positions at New York Life, Primerica, and educational organizations such as the Vermilion Parish School Board and Lafayette Parish School System. Wiltz is also involved with the Louisiana High School Officials Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers additional services such as financial planning and access to third-party asset managers.

Derek Planchet is a financial advisor with LPL Enterprise in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and has experience in accounting with Robert Logreco CPA and Mogle & Hawkins CPAs, APC. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in a wrap program.

Brian Bowman is a financial advisor with LPL Enterprise holding a Series 66 designation and based in Baton Rouge, LA. He has industry experience beginning in 2026, with prior roles including positions at Gulf Coast Bank and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research team and third-party strategists, and also includes affiliated trust custody, insurance services, and a collateralized lending program.

Shakur Trammel is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes diverse roles across cultural, educational, and corporate organizations. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Huang Jun Lee is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, having previously worked at Richards Honda, RCS Synergy Sdn Bhd, Kenanga Investment Bank Bhd, and Iowa State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services such as trust custody and insurance product sales.

Claire Hill is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL, she worked at the Federal Deposit Insurance Corporation and has diverse experience including roles in retail and service industries. Claire is based in Baton Rouge, LA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Tyler Meche is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at PPG and spent four years at McNeese State University. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies primarily through third-party managers and offers financial planning, access to asset managers, and affiliated insurance and trust services.

Bingham Boudreaux is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at The Prudential Insurance Company of America since 2003. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Michel Woods is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services, Foresters Financial Services, and The Prudential Insurance Company of America. Woods has been involved with Beacon Light Baptist Church of Baton Rouge since 2009. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Mikayla Bates is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior positions include roles at The Prudential Insurance Company of America, Northwestern Mutual, and Sigma Financial Corporation. She serves on the board of the North Baton Rouge Chamber of Commerce and regularly speaks on religious topics at various venues. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Patrick Hannie is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Thomas Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Cedric Lewis is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education at several high schools in Louisiana from 2012 to 2025. Outside of his advisory role, he is a rideshare driver in Metairie, LA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

John Zimek is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at Senior Shield LLC, Elevate Health LLC, Call-Health LLC, and Gilsbar LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated insurance and lending services.

Brennan Simoneaux is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes service in the United States Marine Corps and a role at ClearDefense Pest Control. He is also affiliated with Southeastern Louisiana University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.