John Sims IV is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliated entities, as well as six years with Vector Marketing in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions supported by both proprietary and third-party strategies.

Mason Terrell is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Worley from 2022 to 2024. 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.

Jeff James is a financial advisor with LPL Financial, holding a Series 63 designation and over 45 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center for extended periods before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party management, and institutional platforms.

Hunter Hebert is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, he worked in roofing and construction, as well as in credit union services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Jeff Robin is a CFP® certified financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at J.P. Morgan Securities and Chase Investment Services Corp. He operates J. Robin Wealth Management, LLC, an investment-related business affiliated with his LPL activities. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jackie Honeycutt is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. She has worked within various Wells Fargo entities since 2015. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Jennifer Ete is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes roles at PFS Investments Inc. and The Natural Touch Massage. Outside of advisory work, she is associated with a solar power sales business managed by her family, though she is not actively involved. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment models.

Kara Kepper is a financial advisor at Edward Jones with the Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked five years in the Central Community School System and served Berean Ministries for over two decades. 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 and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jamielle Wiltz is a financial advisor at LPL Enterprise with a Series 66 designation and recent entry into the industry. Prior to joining LPL Enterprise, Wiltz held various roles including positions at New York Life, Primerica, and educational organizations such as the Vermilion Parish School Board and Lafayette Parish School System. Wiltz is also involved with the Louisiana High School Officials Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers additional services such as financial planning and access to third-party asset managers.

Coyt Nicholson is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera, and Regions Bank. Outside of his advisory work, he is involved in coaching youth baseball as a director and coach of Lugnuts Baseball LLC and serves on the Squires Board at the Episcopal School of Baton Rouge. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.

Stephens Mcvea is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Hancock Whitney Investment Services, JP Morgan Securities, Bank of America, and Merrill Lynch. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Sara Simoneaux is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2021, she worked in the construction industry for over a decade. Outside of finance, she serves as a marketing consultant for Bultra Restaurant Group, where she manages social media and graphic design. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Michael Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has professional experience that includes over a decade at Blue Cross and Blue Shield of Louisiana prior to joining Raymond James. He is also associated with Lee Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports a large network of advisors with specialized programs and consulting services.

Steven Billings is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he operates Billings Tax Services as an enrolled agent providing tax preparation services. Ameriprise is an institutional firm with over 12,000 advisors that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations in partnership with its advisors.

Ann Singleton is a financial advisor at OSAIC with 39 years of industry experience. She holds a Series 63 designation and previously worked at FSC Securities Corporation for 20 years. She operates a sole proprietorship servicing her own investments and is also licensed as an insurance agent providing annuity services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with tools like asset-allocation models, risk assessments, and automated portfolio rebalancing. The firm’s complex corporate structure includes multiple mergers and third-party commercial arrangements, supporting various managed account and advisory platforms.

Cory Ludwick is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on developing comprehensive approaches tailored to clients’ unique financial situations, goals, and values, offering flexibility to adapt to changing market conditions. Cory provides clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America, addressing diverse aspects of their financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Cory holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His education includes a High School Diploma from Seven Rivers Christian, coursework in finance at the University of Arizona Global Campus, and attendance at the University of Central Florida. Cory participates in community service consistent with Merrill's tradition of community involvement. Outside of his professional work, he enjoys baseball, basketball, football, golfing, swimming, and spending time with his family.

Marshall Gammon is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, LLC and Prudential Annuities Distributors, Inc. He has been associated with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory strategies and provides tax-efficient services, operating under a fiduciary standard.

Sergio Collette is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined nine years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Conley Menard is a financial advisor with Cetera in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. He has been associated with Cetera and its affiliated entities since 2021 and also operates Menard Financial Group and Menard Wealth Management. Menard is licensed to sell fixed insurance products including life, disability, fixed annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to both affiliated and third-party investment managers.

Brandon Hurley is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 license and 18 years of industry experience. His career includes prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. He has a 20% ownership in Long Bridge Wealth Management LLC, an affiliated investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products through a large network of financial advisors.