Walter Anderson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and possessing 22 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, Merrill, and Morgan Keegan & Company. Anderson is involved in selling life insurance as part of his other business activities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.

Drew Johnson is a financial advisor at CWM, LLC with 14 years of industry experience and a Series 66 designation. His prior roles include positions at Ameriprise, Raymond James Financial Services, and ThrivePoint Capital. Outside of his advisory work, he is involved with the Maniax 10U Travel Softball Team. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services including portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

William Meyers is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Hornor, Townsend & Kent, he worked at Drew Pelton Investment Services for three years and was a student athlete at Southeastern Louisiana University. He is also engaged as an insurance agent involved in life insurance sales and service under two brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and oversees approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Candace Gary is a CFP® professional with 27 years of experience in financial services. She is currently with Commonwealth Financial Network and also owns Provident Wealth Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior experience includes a 14-year tenure at Ameriprise Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and a range of investment options.

Anthony Ragusa is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at LPL Financial since 2012 and previously spent six years at Merrill. Outside of his advisory role, he operates a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Brad Kurtz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2021 and previously spent seven years at Voya Financial Advisors. Kurtz is also involved with Menard Financial Group and Menard Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients through a variety of portfolio management, financial planning, and retirement services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets.

Eric Hefte is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services and Foresters Financial. Outside of his financial advisory work, Hefte is also an artist who sells paintings and sculptures. Cetera Investment Advisers LLC serves a broad client base including individual investors, 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 multi-manager platform that includes access to affiliated and third-party managers, various program structures, and custodial relationships.

Jacob Wharton is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. He has prior experience with First Horizon Bank and Iberiabank Corporation. 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, and institutional platforms such as the Bank Wealth Program.

Michael Austin is a CFP® professional based in Baton Rouge, LA, with 39 years of experience in the financial industry. He joined OSAIC in 2024 after a decade at Securities America Advisors, Inc. In addition to his advisory role, he is an independent life and health insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering access to multiple platforms, third-party money managers, and a range of portfolio construction tools.

Garrett Norton is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Hancock Whitney Bank, Bank of America, Merrill, and Northwestern Mutual. Norton is also the owner and president of Mayfair Medical, LLC, a non-investment-related business. 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, third-party asset management, and institutional platforms.

James Risher is a CFP® professional with 30 years of industry experience, currently serving clients at Ameriprise in Baton Rouge, LA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create written recommendation reports, delivered through a centralized consulting team, while offering a broad range of advisory, brokerage, and insurance solutions.

Caroline Pellegrini is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions at JPMorgan Chase Bank and Amedisys, and completed her education at Louisiana State University. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Myres is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Cetera and its affiliated entities since 2022 and previously spent over eight years with Hancock Investment Services and Hancock/Whitney Bank. Outside of his advisory role, he has a partial ownership interest in farmland generating rental income. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors across various program structures and custodial relationships.

Donald Newton is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Baton Rouge. He provides comprehensive financial advice and wealth management services tailored to meet the complex needs of individuals, families, and businesses. His areas of focus include family wealth management strategies, legacy planning, portfolio management, retirement income, and services for endowments, foundations, and non-profits. Newton assists clients in making informed life decisions, aligning financial options with their goals, and facilitating tax-efficient wealth transfer. He also offers guidance on personal and corporate liquidity, financing, and cash management. Newton holds a Bachelor's degree in Economics and French from Hampden-Sydney College and a Master of Business Administration from Tulane University, where he also served as a graduate assistant football coach. Since beginning his career with Merrill Lynch Wealth Management in 1991, he has maintained a comprehensive approach that emphasizes listening to clients and developing strategies grounded in their overall life objectives. He is a Personal Investment Advisor (PIA) and is fluent in English and French. Outside of his professional work, Newton enjoys coaching, playing guitar, and canoeing. He is engaged in community service consistent with Merrill’s tradition of local involvement.

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.

Charles Morris is a financial advisor with Raymond James Financial in Baton Rouge, LA, holding a Series 63 license and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and also has a long-standing association with Financial Service Corporation dating back to 1986. Outside of his advisory work, Morris co-owns Morris NOLA LLC, an LLC established to hold a second home. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client decision-making.

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.