Ashley Peck is a financial advisor with Primerica Advisors in Baton Rouge, LA. She holds Series 65 and Series 63 licenses and has been associated with Primerica since 2010, including her current role beginning in 2026. Prior to her advisory position, she worked in various roles at the Regional Transit Authority, Walmart, and Autonation. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

Rhonda Loy is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Merrill from 1994 to 2017 and has been with Morgan Stanley since 2017, including time at Morgan Stanley Private Bank. Outside of her advisory role, she is involved in real estate through ownership and partnership in property management entities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad suite of investment offerings to support its clients.

Malcolm Wall is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized financial plans that align with their individual goals and priorities. His work involves assisting clients with funding education, preparing for retirement and potential health care expenses, and creating strategies to achieve long-term family objectives. Malcolm holds a Bachelor's Degree from the Louisiana State University System. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Gary Smith is a CFA® charterholder based in Baton Rouge, LA, with 39 years of industry experience. He has worked at Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Christopher Baker is a financial advisor with Edward Jones in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved with Bakerhouse Enterprises, LLC, a baked goods business in Baton Rouge connected to his family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Bingham Boudreaux is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at The Prudential Insurance Company of America since 2003. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Stephanie Campo is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 designation. 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, operating under a fiduciary standard.

James Browning is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as an assistant to the director of operations at Med Express Ambulance Service, where he assists with safety and risk management, marketing, quality control, and continuing education. 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, supported by a large network of advisors and a broad array of financial products.

Joy Stoneham is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been active in the financial industry since 1994, focusing on financial strategies tailored for individuals, families, and businesses. Joy holds a bachelor's degree in Finance from Northeast Louisiana University. She also holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her advisory work, she is a published financial columnist. Joy resides in Baton Rouge with her husband, Scott, and her son, Carter. Her professional approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.

Charles Terrebonne Sr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is involved with Acumen Fiscal Agent, LLC, a company that administers payroll and applications for caregivers of individuals with special needs receiving government benefits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Michel Woods is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services, Foresters Financial Services, and The Prudential Insurance Company of America. Woods has been involved with Beacon Light Baptist Church of Baton Rouge since 2009. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Brian Roberts is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Healthcare Appraisers, Inc. He is also the president and a board member of the Red Stick Fly Fishers club in Baton Rouge, LA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and models to support portfolio construction and management.

Chetwin Carter is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Outside of his advisory role, he serves on the finance committee of St. James Episcopal Church, where he assists with financial decisions related to church ministries and outreach. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Collis Temple is a Series 63 licensed financial advisor with Primerica Advisors in Baton Rouge, LA, where he has worked since 2003. He has 22 years of industry experience and briefly worked at Atlas in 2021. Outside of his advisory role, Temple serves as president and director of The Harmony Center, Inc., a nonprofit providing group homes for at-risk youth in Baton Rouge. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Dorothy Gilbert is a CFP® professional with 43 years of experience in the financial services industry. She has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory role, she owns a sole proprietorship focused on addressing clients’ insurance needs, including long-term care and fixed annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and a variety of investment options.

Mikayla Bates is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior positions include roles at The Prudential Insurance Company of America, Northwestern Mutual, and Sigma Financial Corporation. She serves on the board of the North Baton Rouge Chamber of Commerce and regularly speaks on religious topics at various venues. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Keith Leblanc is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera since 2022 and previously spent over two decades with Hancock Whitney Bank and Hancock Investment Services. Outside of his advisory role, he is involved in event planning, gift concierge, and creative writing promotion through his business, SOUTHERNLY SOCIAL LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services across various program structures and custodial relationships.

Patrick Hannie is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Wilmer Powell III is a financial advisor at OSAIC with 36 years of industry experience. He has worked at OSAIC since 2024 and previously spent ten years at Securities America Advisors and Securities America Inc. Powell is licensed with Series 63 and Series 65 credentials. He is also involved with Powell Financial Services, operating as a fixed insurance and annuity agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by a range of investment platforms, asset-allocation tools, and third-party money managers.

Samuel Robertson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has extensive experience in financial services, having started his career at Merrill Lynch in 2001 following a 20-year career with Exxon Mobil. After a brief departure from the firm in 2008, he rejoined Merrill Lynch in 2015 where he continues to serve clients primarily in the petroleum and chemical industries. Robertson’s approach to financial advising emphasizes understanding clients’ priorities, resources, and goals to develop customized strategies that address various aspects of their financial lives. He focuses on strategic asset allocation and managing investments during the distribution phase of retirement. As a Senior Portfolio Manager, he manages Personalized and Defined Strategies on a discretionary basis, incorporating individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds the Series 7, 31, and 66 FINRA registrations as well as Life and Health Insurance Licenses and the Personal Investment Advisor designation. He earned an Accredited Certificate from Baton Rouge Vocational Technical College. Outside of his professional role, Robertson resides in Greenwell Springs, Louisiana with his wife Michelle. They have two adult children and four grandchildren. His personal interests include hunting, fishing, and following LSU sports. He also volunteers with the Dream Day Foundation, supporting St. Jude Children’s Research Hospital through fundraising and advocacy.