Jeffrey Ponson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes prior roles at Mass Mutual Investors Services, Guardian Life, and earlier tenure at LPL Financial. He is also president of Jeff Ponson Financial Services, a firm involved in non-variable insurance and property and casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Perry Dougherty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in non-variable insurance and operates an insurance agency in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and portfolio management through a variety of strategies and platforms, supported by extensive operational and research tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

James Poche IV is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Arthur J. Gallagher for two years. Outside of his advisory role, he is involved with Jacley LLC, a commercial real estate firm where he serves as a property manager. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

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.

Jill Blair is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. Her prior roles include positions at Morgan Stanley and Merrill Lynch. She serves as a Finance and Investment Committee Member for Holy Family Catholic Church and Holy Family Catholic School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both wrap-fee programs and institutional portfolio management.

Justin Tersteeg is a Certified Financial Planner (CFP®) with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Russ Davis Wholesale and the LSU economic policy and research group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Keri Daniel is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and having 31 years of industry experience. She has worked at LPL Financial since 2012, following prior roles at Hancock Whitney Investment Services Inc. and Cetera Investment Services LLC. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management solutions.

John Reeder Jr. is a Series 66 licensed financial advisor with over 26 years of industry experience. He is currently with LPL Financial in Baton Rouge, LA, where he has worked since 2021 and previously from 2003 to 2012. Reeder also founded Altus Wealth Management, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

William Poulter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial and its predecessor firm since 2002. Poulter also manages a business that subleases office space to other professionals in Baton Rouge. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through adviser representatives using both proprietary and third-party resources.

Patrick Amie is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His work history includes roles at Hancock Whitney Bank, Valic Financial Advisors, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Hebert is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Hancock/Whitney Bank and SWBC Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers various portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary strategies across multiple program structures.

Thomas Barrett IV is a CFP® and ChFC® at Edward Jones with four years of industry experience. He previously worked for Foxy's Ascension for seven years. Outside of finance, he owns Barrett Fitness Concepts, a personal training and gym business in Baton Rouge, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Green is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, and Morgan Stanley Private Bank. Outside of advisory services, he worked at Cajun Brewing in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of financial 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.

Shannon Bernard is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Bernard is involved in the sale of non-investment products, including loan products through Primerica Mortgage, LLC, and home security and automation referrals via Primerica Client Services, Inc. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing.

Mason Ibert is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Hancock Whitney Bank, Cetera Investment Services, and Morgan Stanley. He is also involved with Altus Benefit Solutions in a non-variable insurance producer capacity. 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, and institutional platforms, supported by advanced operational and research tools.

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.

Samantha Frasier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at various Cetera entities since 2022 and previously held roles at Hancock Whitney Investment Services and Hancock/Whitney Bank from 2016 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating across various program structures and custodial relationships.

Torie Christen is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with three years of industry experience. Their career has been wholly spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, 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.

Thomas Boudreau Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory work, he serves on the Board of Directors of the Baton Rouge Bicycle Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.