William Willes is a financial advisor with LPL Financial in Covington, LA, holding a Series 63 designation and 51 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates William Willes Financial Consultant LLC, an investment-related business. 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 and model portfolio programs, supported by extensive operational tools and a broad platform that includes insurance and credit products.

Carter Chotin is a financial advisor with LPL Financial based in Covington, LA, holding a Series 65 credential and 17 years of industry experience. His prior work includes over a decade with MML Investors Services Inc and MassMutual. He is also involved in non-variable and property and casualty insurance through the Erwin Insurance Agency and Sterling Bridge Insurance Agency. 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 access to third-party asset management programs, supported by a large network of investment adviser representatives.