Donald Newton is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Baton Rouge. He provides comprehensive financial advice and wealth management services tailored to meet the complex needs of individuals, families, and businesses. His areas of focus include family wealth management strategies, legacy planning, portfolio management, retirement income, and services for endowments, foundations, and non-profits. Newton assists clients in making informed life decisions, aligning financial options with their goals, and facilitating tax-efficient wealth transfer. He also offers guidance on personal and corporate liquidity, financing, and cash management. Newton holds a Bachelor's degree in Economics and French from Hampden-Sydney College and a Master of Business Administration from Tulane University, where he also served as a graduate assistant football coach. Since beginning his career with Merrill Lynch Wealth Management in 1991, he has maintained a comprehensive approach that emphasizes listening to clients and developing strategies grounded in their overall life objectives. He is a Personal Investment Advisor (PIA) and is fluent in English and French. Outside of his professional work, Newton enjoys coaching, playing guitar, and canoeing. He is engaged in community service consistent with Merrill’s tradition of local involvement.

Jeffrey Meares is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent three years at Ameriprise. In addition to his advisory role, he is involved with Assurance Financial, providing loan origination services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research and technology tools.

Dennis Dixon is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2006 to 2009. Outside of his advisory role, he is involved in Seniors Advisory Services, selling Medicare Advantage policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

George Thompson III is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Thompson Coaching and The Winners LLC, where he served as an instructor and facilitator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a variety of institutional platforms.

Marcelle Soliman is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance and Centaurus Financial Inc. among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

David Robert is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Petersen Investments Inc., Chase Investment Services Corp., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.