Cherie Carmena is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 10 years of industry experience. She previously worked at Morgan Stanley for nine years before joining her current firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Reeves is a financial advisor at Edward Jones in Plaquemine, LA, holding CFP® and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an advisory board member and chairman for St. John School in Plaquemine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and solutions, including discretionary and non-discretionary strategies, SMAs, affiliated mutual funds, and tax-efficient services, supported by a large national network of financial advisors and branch offices.

Mary Ewen is a financial advisor at Cetera with 11 years of industry experience. She has held roles at Cetera and its affiliate since 2019 and previously worked at Foresters Financial for five years. She holds the Series 63 and Series 65 designations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing multiple investment strategies and program structures.

Jonathan Donaldson is a CFP®-designated financial advisor with 10 years of industry experience, currently with Cetera in Baton Rouge, LA. He has been associated with Cetera and its related entities since 2016 and also holds a role as a partner at Ascent Behavior Therapy Center. In addition, he serves as an advisor for the Louisiana Sigma Alpha Epsilon fraternity chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporations, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management and financial planning services. The firm supports a wide range of investment options and program structures, managing over $256 billion in assets with more than 10,000 advisors.

James Farrish IV is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA, and also has a background with Sprint. Farrish holds Series 65 and Series 63 licenses and is based in Baton Rouge, LA. 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 model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Douglas Ferrara is a financial advisor at LPL Financial with a Series 66 designation. He has prior work experience at ExxonMobil spanning 12 years before joining LPL Financial. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Andrew Bush is a financial advisor with Cetera, holding a Series 63 credential and bringing 26 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is a member of an LLC that operates a fitness center and serves as a hearing committee member for the Louisiana Attorney Disciplinary Board. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Joseph Brown is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He has held multiple roles within Ameriprise Financial Services and engages in several real estate business ventures, including ownership and management of commercial office properties and real estate in Louisiana, Mississippi, and Alabama. Brown also serves as treasurer on the board of a property management company related to his office space holdings. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning advice through a centralized team and proprietary tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Thomas Meador is a CFP® professional with 36 years of industry experience, currently serving as an advisor at LPL Financial since 2002. Based in Baton Rouge, LA, he holds a Series 63 license. Outside of his advisory role, he is involved with Royal Charters, a boat charter business. 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 a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party strategies.

Scott Burns is a financial advisor at Wells Fargo Advisors with a Series 66 credential. He has been with the firm since 2024 and has a background in academia, serving as an Associate Professor of Economics at Southeastern Louisiana University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Kaitlyn Braud is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Her prior roles include one year at Northwestern Mutual and several years at Archbishop Chapelle High School before entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Leonard Bernard Jr. is a CFP® professional with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Prairieville, LA. Outside of his advisory role, he is involved in managing several LLCs related to office expenses and residential rental property. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, written recommendations through a centralized consulting team.

Jonathan Prestridge is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and Hays Breard Financial Group and has operated his own tax preparation business, Prestridge Tax Solutions, since 2013. His background includes roles at Concourse Financial Group Securities Inc and managing his own advisory practices, including Benchmark Wealth Advisory and Prestridge Financial Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets across over 10,000 advisors.

John Stewart is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 35 years of industry experience. He previously worked at Geneos Wealth Management and has been associated with Altus Wealth Management since 2012. 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, model portfolio programs, and institutional platforms, utilizing tools such as machine learning to support advisors.

Lester Lee Jr. is a CFP® with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC for 22 years. In addition to his advisory role, he acts as an independent insurance agent specializing in life, health, and fixed annuity policies. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs.

Spencer Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he held positions in electrical distribution and aviation. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Hardie is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he engages in the sale of fixed insurance. 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 a large network of investment adviser representatives.

Samuel Marino Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 19 years of industry experience. He previously worked at LPL Financial for 12 years before joining Ameriprise in 2019. Marino serves as President on the Board of Directors for Associated Investors, Inc. and is a co-owner of S J Marino Enterprises, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies. Their approach includes a centralized service team that collaborates with advisors to provide written recommendation reports and ongoing advice.

Matthew Hubbell is a financial advisor at Osaic Wealth, Inc. based in Baton Rouge, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Osaic, he worked at Arthur J. Gallagher & Co. and LPL Financial. He is also involved in fixed insurance sales and service through his sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

David Field is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 37 years. In addition to his advisory role, he acts as an agent involved in the sale of fixed insurance products, life settlements, and equity-indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to various managed account solutions.