Nicholas Franco is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Bank of America, Merrill, and Wells Fargo Clearing Services. He is also the owner of Franco Wealth Management, LLC, a wealth management firm based in Baton Rouge. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

June Lyle is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. Outside of advisory services, she is involved in sales of loan products and home security referrals through affiliated companies and owns June S. Lyle, LLC for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Danielle Creppel is a Series 66-licensed financial advisor at Merrill with 17 years of industry experience. She has been with Merrill Lynch since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Ortego is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized financial strategies that align with their individual goals and the dynamic nature of market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Paul holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Louisiana State University. He is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of service in the communities it serves.

Shawn Loy is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill Lynch Pierce Fenner & Smith Inc., Bank of America, N.A., and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in real estate ventures as a proprietor and partner in entities engaged in property management and rental activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and advanced modeling techniques.

Michael Boagni is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Bank of America, NA. He serves as a board member of the Regency Towers Condo Association in Destin, Florida, where he attends meetings and helps set guidelines and expectations for property management. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. Advisors at the firm develop tailored recommendations using Wells Fargo research and planning tools, delivering those through meetings and client summary letters.

Joshua Bloom is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, he is a partial owner of Gadol, LLC, where he participates in decisions related to property acquisitions, upgrades, and tenant management. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ryan Malone is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this role since joining the firm in 1999. Ryan specializes in providing financial planning and investment management services. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Ryan earned a bachelor’s degree in finance from Louisiana State University in 1998, following his graduation from Baton Rouge High School. Ryan resides in Baton Rouge with his wife, Erica, and their three children. He enjoys traveling, fishing, and spending time with his family.

William Weimar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in connecting clients with tailored financial plans and processes to support their unique ambitions. His approach focuses on helping clients plan for key personal objectives, including funding education, securing retirement lifestyles, addressing potential healthcare costs, and creating long-term family financial strategies. William holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the Louisiana State University System. He emphasizes integrating all aspects of a client's financial life to prioritize and pursue their most important goals.

Brian Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2023, previously holding roles at Equitable Advisors, Target, Food Lion, and as a student at Towson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate investors. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Amanda Rothrock is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 after earning a Bachelor’s degree in Finance from Louisiana State University. Amanda holds several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Amanda has been a CFP professional since 2003 and earned the CIMA designation in 2007 through the Investments & Wealth Institute at the University of Pennsylvania’s Wharton School. She manages client portfolios using a variety of strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Amanda resides in Baton Rouge, Louisiana.

Sean Matassa is a financial advisor at Edward Jones in Baton Rouge, LA, holding CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as a cantor for Catholic masses at Our Lady of Mercy Catholic Church and the Franciscan Missionaries of Our Lady. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Natalie Koehl is a Series 66-licensed financial advisor with Morgan Stanley in Baton Rouge, LA, bringing 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved with Koehl Consulting, LLC, which focuses on consulting and software development. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling techniques.

Joseph Robins is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Postlethwaite & Netteville and AXA Advisors. Outside of his advisory role, he serves as president of J. ROBINS CPA, LLC and The Wealth Collective, and is the treasurer for the Lambda Alpha Chapter of Omega Psi Phi Fraternity Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Gerald Marchand is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2000. Outside of his advisory role, he manages a family partnership established for wealth transfer purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Grant Myers is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 designations and 29 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Blackrock Investments, LLC for six years. Outside of his advisory role, he is a part owner of a Mardi Gras float used in two events annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Angelique Manne is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank before joining Morgan Stanley in 2016. Manne serves on the boards of St. George Catholic Church, Capital Area United Way - Women United, and St. Joseph's Academy, contributing to community and educational organizations. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutions, employing structured financial planning tools and broad investment services while managing approximately $2.74 trillion in client assets.

Tex Morris is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a part owner of a family land management business in Abbeville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Roy Issa is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at New York Life, Guardian Life Insurance, and Park Avenue Securities. Outside of financial services, he is involved with Family Coffee Co. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Heather Krause is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory work, she is involved with BNI Business Boomers in Denham Springs, LA, conducting interviews for new applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.