David Heltz is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked at LPL Financial since 2009, following six years at Merrill. Outside of his advisory role, he is involved with LDF Insurance Agency, LLC, which sells non-variable insurance products. 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.

Chelsea Smith is a Wealth Management Advisor and partner with The David Robertson Smith Group at Merrill Lynch Wealth Management in Baton Rouge, Louisiana. She focuses on wealth management planning and investment management, designing and implementing personalized strategies to help individuals, families, and business owners pursue their financial goals. She provides services in areas including family wealth management, legacy and philanthropic planning, liquidity management, retirement income, tax minimization, and portfolio management. Chelsea holds a Bachelor's degree from the Louisiana State University System and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. She is an honorary member of the LSU Finance Academy. Prior to joining Merrill Lynch Wealth Management, she gained experience at UBS Financial Services and as an intern at Merrill. In addition to her professional work, Chelsea is involved in her community as a coach for Girls on the Run and a member of the Mary Bird Perkins Echo Alliance. She enjoys reading, traveling, and spending time with her family.

Stephen Miller is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Baton Rouge, LA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and municipal advisory services.

Luke Pezzulla is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His background includes roles at Robert W. Baird & Co. Incorporated, Maxwell's Market, and Louisiana State University. J.P. Morgan Securities LLC 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 to guide its recommendations.

Michael Dugas is a financial advisor with Ameriprise based in Baton Rouge, LA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through MD Business Ventures, focusing on management, accounting, and consulting. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jordan Dudley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Merrill for two years and was associated with Lamar University and Louisiana State University earlier in his career. He also operated Coach "O" Tiger Football Camps, L.L.C. in 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and various portfolio management strategies.

Jeffrey Just is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2010. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services alongside affiliated brokerage and investment management capabilities.

Paul Walker is a financial advisor with Morgan Stanley Wealth Management in Baton Rouge, LA, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Outside of his financial advisory work, he is a co-owner of a boat and apartment rental business. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through a combination of advisory and brokerage services.

John Deboer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. In addition to his advisory role, Deboer works as an independent insurance agent in Baton Rouge, Louisiana. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John Bevinetto is a Financial Advisor at Merrill Lynch Wealth Management, where he works as part of a team of five advisors dedicated to assisting clients in achieving their financial goals. He joined Merrill Lynch Wealth Management in January 2023 after nearly seven years practicing as a trial attorney throughout Louisiana. John graduated from Louisiana State University with a B.S. in Finance in 2012 and earned his J.D./D.C.L. from the Paul M. Hebert Law Center at Louisiana State University in 2015. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his role, he helps clients with various aspects of their financial lives, including investments, liabilities, estate, and retirement planning. Outside of his professional work, John enjoys spending time with his family, cooking, baseball, football, skiing, and traveling. He is also involved in raising money for local charities through participation in a competition barbecue team.

Nelson Brown IV is a financial advisor with Edelman Financial Engines in Baton Rouge, LA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Kristin Le Blanc is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she is the owner of KPL Industries, LLC. Ameriprise offers retirement-income planning services designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.

Christopher Palermo is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2004. Outside of advising, he is vice president of a business called RLC2019, which is not investment-related. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Allison Nosacka is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Daniel Gomez is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for Chicago Bridge & Iron/YCB&I from 2014 to 2017. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jessica Ourso is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she is a partner in Ourso Electric, assisting with invoices and marketing for her husband's business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Ryan Istre is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at Merrill and UBS Financial Services. He is currently based in Baton Rouge, LA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Chalaron is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services, and he also spent four years with The Princeton Review. Outside of his advisory work, he delivers Walmart orders part-time and serves as power of attorney for his father. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of advisors, employing multiple program structures and third-party managers.

William Mcrae Jr. is a Series 66-registered financial advisor with Raymond James & Associates in Baton Rouge, LA, with 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.