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.

Jeffrey Meares is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent three years at Ameriprise. In addition to his advisory role, he is involved with Assurance Financial, providing loan origination services. 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 and model portfolio programs, supported by extensive research and technology tools.

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.

Micah Lillich is a Series 66-credentialed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Baton Rouge, LA, where he has been since 2017, following five years at LPL Financial. Outside of his advisory role, he is a partner at Willow Lake Ranch, LLC, an entity established to assist with documentation related to family property development. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and secular return estimates to model financial outcomes.

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.

David Gomez is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

John Oneal is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of Freedom Solutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

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.

Donovan Davis is a Wealth Management Advisor leading the Davis Wealth Management Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1980 and has over 45 years of service in the wealth management field. The Davis Wealth Management Group serves wealthy individuals, families, institutional, and nonprofit clients, offering a comprehensive range of wealth management services. Donovan focuses on strategic asset allocation, manager identification, and wealth management planning. He holds a Bachelor's degree from the University of Louisiana System and a Master's degree from the Louisiana State University System. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Donovan is also affiliated with the American Israel Public Affairs Council (AIPAC). Outside of his professional career, Donovan is involved with Hillsdale College. He is married to Tricia and has two children, Christine and John.

Eric Waechter is the Senior Resident Director and a member of The Hopkins Waechter Wealth Management Group at Merrill Lynch Wealth Management. In this role, he focuses on developing wealth management strategies for high-affluent clients, providing customized and attentive services that address the complexities of each client's financial needs and goals. His approach integrates the broad financial services expertise of Merrill, combined with the banking and lending solutions of Bank of America, and includes collaboration with clients' external advisors to ensure comprehensive financial guidance. Eric holds a Bachelor's degree from the Louisiana State University System and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise include college education planning, executive and equity compensation services, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. Outside of his professional responsibilities, Eric serves on the Baton Rouge General Foundation Board of Directors. He also engages in personal interests such as cooking, running, spending time with his family, and traveling.

Tyler Ginn is a Financial Advisor with Merrill Lynch Wealth Management, serving clients alongside Ginn Wealth Management, an advisory team based in Baton Rouge. He works to provide wealth management services that focus on connecting all aspects of clients' financial lives to help prioritize and pursue personal goals. His areas of focus include college education planning, personal retirement planning, and portfolio management services. Tyler joined Merrill Lynch Wealth Management in 2021 and holds a bachelor's degree in finance from Louisiana State University, obtained in 2024. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). His approach centers on developing strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. Outside of his professional role, Tyler enjoys LSU sports such as baseball and football, as well as hiking, traveling, and playing pickleball.

Kelly York Lastrapes is a CFP® professional with 17 years of industry experience, currently serving clients at Edward Jones since 2013. Based in Baton Rouge, LA, she holds the Series 66 designation. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Esnard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families, individuals, and businesses to develop personalized financial strategies that align investments with their lifestyle and long-term goals. Jeff's approach emphasizes understanding clients’ questions, goals, and concerns to create comprehensive wealth management plans tailored to their priorities. Jeff's expertise includes family wealth management strategies, retirement planning, portfolio management, tax minimization, and investment consulting for defined contribution plans, among other areas. He leverages the investment insights of Merrill Lynch to assist clients in managing new wealth, employee financial health, and corporate investment strategies. Jeff holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in Business Management from Louisiana State University and began his financial career as a mortgage banker. Jeff also attended the University of Mississippi without degree completion. Committed to the communities he serves, he volunteers locally and enjoys personal interests such as boating, fishing, hunting, running, skiing, traveling, and spending time with his family.

Derek Planchet is a financial advisor with LPL Enterprise in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and has experience in accounting with Robert Logreco CPA and Mogle & Hawkins CPAs, APC. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jennifer Barrett is a financial advisor at Edward Jones in Baton Rouge, LA, with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she was involved with Foxy's Ascension, LLC and Barnett Fitness dba Foxy's Fitness Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm offers a variety of managed and advisory solutions supported by a nationwide network of more than 23,700 financial advisors.

Jessica Cavanaugh is a financial advisor at Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She previously worked at Merrill Lynch for 13 years and Wells Fargo Clearing for 2 years before joining her current firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, and niche planning services, utilizing proprietary research and tools to deliver tailored recommendations.