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.

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.

Johanna Kamerman is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is the owner and attorney at Kamerman Law Firm, PC. Ameriprise is a large institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Menard is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Voya Financial Advisors and Cetera Wealth Services, and he has been involved with Billion Dollar Mentoring since 2006. Outside of advising, he owns Menard Financial Group, LLC and operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports varied investment strategies and program structures.

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.

Kory Waguespack is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Total Exterior Solutions LLC, Austin Fire Systems, the Country Club of Louisiana, Cheesecake Bistro, and Pot and Paddle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lisa Kastner is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining the firm, she held positions at Bass Pro Shops and Kirkland's and served on the Livingston Parish School Board for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Brian Bowman is a financial advisor with LPL Enterprise holding a Series 66 designation and based in Baton Rouge, LA. He has industry experience beginning in 2026, with prior roles including positions at Gulf Coast Bank and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research team and third-party strategists, and also includes affiliated trust custody, insurance services, and a collateralized lending program.

James Poche is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he has entrepreneurial involvement in the restaurant industry through a partial ownership stake in Canes Holdings LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, integrating advisory advice with other financial products and referral services.

Adam Greene is a CFP®-certified financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held positions at Menard Financial Group, Voya Financial Advisors, and Capital One Investing. Greene also operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Garrett Gamble is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley, Cetera Advisor Networks, and State Farm. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Ewing is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Altus Wealth Management, Geneos Wealth Management, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Jeremy Thigpen is a Series 66-registered financial advisor with LPL Financial in Baton Rouge, Louisiana, and has 16 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Moreau is a financial advisor at Raymond James Financial in Baton Rouge, LA, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience in the chemical industry, including 14 years at Lanxess Corporation. Moreau also operates Moreau Consulting LLC, an entrepreneurial venture outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its services with technology and specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Harriet Brackey is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at First Horizon Advisors, IBERIA Asset Management, BDO Wealth Advisors, and GSK Wealth Advisors. She is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services.

Joshua Robinson is a Series 66-credentialed advisor with J.P. Morgan Securities in Baton Rouge, LA, where he has worked since 2018. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and UPS. J.P. Morgan Securities 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. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Alton Melancon is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of his advisory work, he volunteers as a soccer and baseball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Adam Ohlmeyer is a CFP® with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has prior experience with firms including Concourse Financial Group Securities Inc. and Prestridge Financial Management. Outside of advisory work, he is involved in consulting and coaching through Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. 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.

Shakur Trammel is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes diverse roles across cultural, educational, and corporate organizations. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.