Kenneth Riche Jr. is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, with a financial planning process that uses structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate strategies.

Semmes White is a CFP® designated financial advisor with nine years of experience at Edward Jones, where he has worked since 2014 with a brief interlude at KPMG LLP. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing family rental businesses and organizes bookkeeping for several real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment solutions under a fiduciary standard and supports a large network of advisors and branch offices across the United States.

Carmen Torres Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has held positions at Merrill since 2021 and previously worked at OneMain Financial and RK Mehrotra State Farm. Prior to her career in finance, she worked in the restaurant industry and spent time in education. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Kohn is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. Prior to this, he was employed at Capital South Wealth Management and has experience at Genesis Real Estate Advisers LLC and Louisiana State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Sarah Bevinetto is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2013 and 2014, respectively. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Christina Sullivan is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. She has been with Raymond James since 2018 and previously worked at L'auberge Hotel and Casino for three years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Talbot is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2012, with prior experience at BrokersXpress LLC and Edward Jones. Talbot serves as a board member for the Zachary Community School Board. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, retirement advice, and institutional platforms, supported by advanced operational tools and a broad range of financial services.

Joshua Ebey is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Ameriprise since 2025 and previously spent 18 years at LPL Financial, LLC. He is also the owner of Ebey Financial, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Thomas Waguespack is a Series 66 licensed financial advisor with Morgan Stanley in Baton Rouge, LA, bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has been associated with Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using firm-approved tools and structured discovery conversations.

Grant David is a Financial Advisor at Merrill Lynch Wealth Management based in Baton Rouge. He works with young professionals and families to build long-term, tax-efficient wealth using clear, data-driven strategies. His approach includes combining market research, Monte Carlo-style planning, and real-world coaching to simplify decisions related to investing, retirement, and risk management. Grant holds a Bachelor's Degree from Nicholls State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he engages in sports analytics, strength training, and exploring new technology tools, interests that inform the analytical and forward-thinking perspective he offers his clients.

Elizabeth Entenmann is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 after spending 17 years at Morgan Stanley advising private clients in New York City and Baton Rouge. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Her expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, portfolio management services, women and wealth, tax minimization, and retirement income. Elizabeth provides clients with access to services beyond investment management, such as retirement income strategies, next generation education programs, and trust and wealth management strategies. Her investment approach emphasizes reducing downside risk while positioning portfolios to pursue long-term returns, with a particular focus on cash-flow planning and transitioning clients into retirement. Elizabeth holds a Master's degree from Columbia University and a Bachelor's degree from Southern Methodist University. She is involved in the Southern Women Action Network. In her personal life, she is the mother of two daughters and enjoys fishing and diving with her husband in locations including Grand Isle, Louisiana and the Florida Keys.

Jamie Dronet is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, having also worked at JPMorgan Chase Bank, NA since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Dustin Berry is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates directly with clients to develop personalized wealth management strategies that align with their individual financial goals and the evolving market environment. He leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to support comprehensive financial planning. Dustin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Louisiana State University System. He is committed to serving the community and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Susan Lang is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of her advisory role, she serves on fundraising committees for the Guardian Day Foundation and Launch Therapy Center, helping to plan and execute community benefit events. 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, and institutional investors.

Roger Sullivan is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2017. Sullivan serves as chair of the board for two family foundations, managing their assets and overseeing annual scholarship distributions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and advisory services through a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Thomas Bell is a financial advisor with Stifel in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services from 2006 to 2018 before joining Stifel in 2018. Outside of his advisory role, Bell serves as Treasurer of the Barons of Bacchus, an organization of past presidents of LeCercle de Bacchus, and is President of the Sigma Chi Chapter Advisory Board at Louisiana State University. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services that incorporate proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Brian Berns Jr. is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked in legal roles at Carver Darden Law Firm and LSU Paul M. Hebert Law Center. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and municipal organizations, providing tailored financial planning and consulting services supported by comprehensive research and a range of portfolio management strategies.

Nikolas Mc Whirter is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Hancock/Whitney Investment Services and Cetera. Outside of finance, he is involved in a laser engraving business he co-owns with his wife and is a partner in a real estate venture. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Lance Hopkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1999, he has assisted clients in developing comprehensive wealth management strategies that focus on financial planning, strategic asset allocation, and risk budgeting. Lance works closely with clients to structure plans that address goal achievement and effective risk management, specializing in legacy planning, personal retirement planning, and retirement income. Lance earned a bachelor's degree in accounting from The University of Louisiana at Lafayette. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is also a Personal Investment Advisor (PIA). Outside of his professional role, Lance enjoys fishing, hunting, and spending time with his wife Mandi and their two daughters, Ryley and Reese.

Lisa Westmoreland is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2013. Outside of her advisory work, she manages a rental property business in Baton Rouge, Louisiana. Raymond James & Associates serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a variety of portfolio management styles supported by in-house research and model options, with a focus on non-discretionary advisory relationships.