Brent Dugas is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation. He has six years of experience in the financial industry, with prior roles at JPMorgan Chase Bank, Regions Bank, First Financial Bank, and First Security Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Kershaw is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, LWCC, and Louisiana Housing Corporation. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dixon Mcmakin is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Geneos Wealth Management and currently operates Altus Wealth Management. Outside of financial advising, Mcmakin is the owner and manager of The McMakin Law Firm LLC, serves as a play-by-play announcer for Baton Rouge sports on CHS Radio, is a notary public, holds a political office in the state of Louisiana, and works as corporate counsel for Axios Industrial Group. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives who utilize various investment strategies alongside advanced operational and research tools.

Nancy Matthias is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2013 and owns Infinity Financial Group LLC. Outside of her advisory work, she owns an Etsy store selling paintings and craft products and conducts educational sessions focused on financial independence for women. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Dinah Thomas is a financial advisor with Ameriprise in Prairieville, LA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-assisted advice primarily for assets held in Ameriprise Managed Accounts.

Maria Landry is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of her advisory work, she co-owns a small bookkeeping business related to marine propeller repair with her spouse. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, delivering services through a network of financial advisors.

Daniel Price is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial in Baton Rouge, LA, where he has worked since 2019. Prior to LPL, he held positions at several firms including Harbor Financial Services, Mutual Securities, and Raymond James Financial Services. Outside of his advisory work, Price serves on the board of Veritas Counseling Center, a nonprofit organization, and hosts a local sports podcast. 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, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.

Nicole Fawley is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley for a total of 15 years. Outside of her advisory role, she is involved in the Lee Michaels Holiday Red Box Campaign in Baton Rouge. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Braydon Bergeron is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 license and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Republic Finance LLC. 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 incorporating an ESG eligibility framework in its recommendations.

Brandon Worley is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Chase Investment Services Corp. from 2007 to 2010 before joining LPL Financial in 2010. He operates a business under the name Champion Wealth Strategies and has involvement in non-variable insurance sales through outside agencies. 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, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of financial products.

Laura Adcock is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and utilizes algorithmic automation to generate personalized retirement income recommendations.

John Spurlock is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Heritage Broncos LLC, a business focused on restoring classic Ford Broncos. 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 through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and additional fiduciary services.

John Pounders is a CFP® with 13 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with its related entities since 2013. He also works with Financial Service Corp. of Baton Rouge in a support role related to payroll. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goals-based approach utilizing risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chantal Blanchard is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with LPL Financial since 2021 and previously spent over a decade at Altus Wealth Management and Geneos Wealth Management. Outside of advising, she is involved with SoloOps Solutions, LLC, providing operational support, and FPS Consulting Group LLC as an administrative assistant. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms that include strategic, tactical, and alternative investment allocations.

Breaux Nader is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Baton Rouge, LA since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. Outside of his advisory role, Nader is involved as an actor in a Hulu reality series and serves on the advisory board of Mary and Pip Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to deliver recommendations through meetings and client summary letters.

Ricky Ferrara is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2003. 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 services including financial planning, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.

Bruno Villar is a financial advisor with Cetera in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank, Bank of America, Merrill, and Concourse Financial Group Securities. He serves as a board member and voting member at the Racquet Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform, providing access to both affiliated and third-party investment managers.

Jeremy Billings is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and began his career with Ameriprise in 2024. Prior to that, he worked in various roles across multiple companies including Arcco Power Systems and Better Pumps and Solutions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations tailored to clients’ financial situations.

Jared Mire is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has been with Cetera since 2019 and has also worked with Foresters Financial Services since 2004. Outside of his advisory role, Mire serves as the head coach for the PARDS Soccer Club, managing team practices and organizing games. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs supported by over 10,000 advisors and managing more than $256 billion in assets.

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.