Dannie Cox is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2019, Cox worked at First Command Financial Planning and also served as a substitute teacher for the Caddo Parish School Board. Cox is a member of the board of directors for Valor Gymnastics/Valor Strong Foundation. Cetera Investment Advisers LLC is a national SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Robert Burke is a financial professional with Cetera who holds a Series 66 credential and has four years of industry experience. He has been affiliated with Cetera and related entities since 2021. Outside of his advisory role, Burke is a co-author of a book focused on the stages of a Major League Baseball career and serves as a board member for a homeowners association and a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services while providing access to multiple investment managers and program structures.

Kyle Knobloch is a Series 66-registered financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Aegis Hedging Solutions, LLC from 2017 to 2024 and Postlethwaite & Netterville, APAC from 2014 to 2017. He is based in Baton Rouge, LA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to deliver customized recommendations.

Lee Palmer III is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of advising, he manages business expenses for P, B & Associates, LLC. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and Social Security guidance. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Colby Barnett is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and holds compliance director roles at multiple affiliated entities. Barnett also serves as a board member for his local homeowners association. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Adam Karrigan is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, including a prior role at the Louisiana State University Department of Economics. He serves on the Board of Directors of the Financial Planning Association Louisiana and is Treasurer for Forum 225. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Robert Hodgson is a Series 66-credentialed financial advisor with eight years of industry experience, currently serving clients at Edward Jones in Baton Rouge, LA since 2018. Prior to joining Edward Jones, he worked for two years at Draeger. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets and offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lee Starnes is a financial advisor at Edward Jones in Baton Rouge, LA, holding CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a joint member of CASA LEGACY LLC, a real estate business co-owned with his sister. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Preston Stafford is a financial advisor with LPL Financial based in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Kestra Advisory Services LLC and Kestra Investment Services LLC, as well as held positions in academic institutions including the University of Louisiana at Lafayette and Louisiana State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and a variety of technological tools.

George Popov is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011 and also operates GP Interests, Inc, doing business as Liberty Tax Service since 2008. In addition to his advisory work, he is involved in tax preparation and accounting services through his related business activities. 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 portfolios, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Debbie Lumpkin is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Advisors since 2009. She is based in Baton Rouge, LA, and holds Series 63 and Series 65 licenses. Outside her advisory role, she owns and operates The Lumpkin Group LLC and serves as trustee for The Lumpkin Group 401K. 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 supported by proprietary research and tools.

Kyle Robichaux is a financial advisor with Edward Jones in Plaquemine, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a co-signer for a childcare business in Gonzales, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Spencer Billings is a certified financial planner (CFP®) with 10 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2016 to 2020. He serves on the Board of Directors of the Kenilworth Club in Baton Rouge, LA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Darrell Ourso is a financial advisor with LPL Financial in St. George, LA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Equitable Advisors for seven years before joining LPL Financial in 2009. Outside of his advisory role, he is a member of TipMasters, a business networking group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing multiple strategies and technology tools to support its network of over 22,800 advisors.

Rita Lessard is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 designation and 24 years of industry experience. She worked at Morgan Stanley from 2010 to 2017 before joining Wells Fargo Advisors, where she has been since 2017. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

James Moffitt is a financial advisor at LPL Financial in Baton Rouge, LA, with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2019, including prior roles at Altus Wealth Management and Geneos Wealth Management. Outside of his advisory work, he is involved in training athletes in sports performance through Traction Sports Performance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves 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 access, and institutional platforms, supported by various operational and research tools.

Jacob Simms is a financial advisor at Ameriprise in Baton Rouge, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Turner Industries and held positions at the University of Louisiana at Lafayette and Louisiana State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Michael Mayeux is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015, following prior roles at Capital One Financial Advisors. 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 a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory tools.

Heather Barker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for Westlake Chemical for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

William Bush is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. He has been associated with Cetera Advisors LLC since 2015 and operates his own video production business alongside his advisory work. Bush is also a co-author and content creator for Horizon Media, a division of Horizon Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.