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.

Daniel Newman is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007 in Baton Rouge, LA. 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 under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mary Kannenberg is a financial advisor at Edward Jones with over three years of experience in the industry. She holds a Series 66 designation and has worked at Edward Jones since 2020. Outside of her advisory role, she serves as a cantor and music minister at Our Lady of Mercy Catholic Church in Baton Rouge, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

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.

Mark Mc Call is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors across 15,000 branch offices.

Derek Grieff is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 designation and possessing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending 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.