Perry Dougherty 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 2003. Outside of his advisory role, he is involved in non-variable insurance and operates an insurance agency in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and portfolio management through a variety of strategies and platforms, supported by extensive operational and research tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

James Poche IV is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Arthur J. Gallagher for two years. Outside of his advisory role, he is involved with Jacley LLC, a commercial real estate firm where he serves as a property manager. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Lauren Wells is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds a Series 65 designation and has worked at Financial Engines Advisors from 2016 to the present. Outside of her advisory role, Wells owns and manages a fitness center, Mettle House Gym, in Baton Rouge, Louisiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation across a range of account types.

Patrick Shreve Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise since 2015. Outside of advising, he is a co-owner of 520 Ventures LLC, a business involved in real estate in St. Gabriel, LA. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Keri Daniel is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and having 31 years of industry experience. She has worked at LPL Financial since 2012, following prior roles at Hancock Whitney Investment Services Inc. and Cetera Investment Services LLC. 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 and access to model portfolios and third-party asset management solutions.

John Reeder Jr. is a Series 66 licensed financial advisor with over 26 years of industry experience. He is currently with LPL Financial in Baton Rouge, LA, where he has worked since 2021 and previously from 2003 to 2012. Reeder also founded Altus Wealth Management, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

David Weinstein is a financial advisor with Wells Fargo Clearing in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent nine years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, Weinstein is involved in multiple real estate investment and development ventures, as well as ownership in aviation-related businesses. 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 combines research-driven investment strategies with a broad offering of brokerage and advisory solutions.

Claire Mcvea is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and was involved with the LSU Alumni Association for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Austin Green is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, and Morgan Stanley Private Bank. Outside of advisory services, he worked at Cajun Brewing in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of financial services.

Mason Ibert is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Hancock Whitney Bank, Cetera Investment Services, and Morgan Stanley. He is also involved with Altus Benefit Solutions in a non-variable insurance producer capacity. 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, supported by advanced operational and research tools.

Brandon Chagnard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for a decade. 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 both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Brett May is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors of the Baton Rouge Ancient Athlete Society. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and uses a centralized service team to provide ongoing advice.

Michael Patterson is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Baton Rouge, LA. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he is involved with LDF Insurance Agency, which sells life, health, disability, and long-term care insurance. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its extensive network of investment adviser representatives.

Dana Barrett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Financial and Foresters Advisory Services from 1988 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management approaches and serves over 10,000 advisors managing approximately $256 billion in assets.

Pama Barber is a financial advisor at Edward Jones in Baton Rouge, LA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she manages a rental property in Hartford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Peter Bush is a CFP® with 35 years of industry experience, currently serving as a financial advisor with Cetera. His prior roles include positions at Horizon Wealth Management and HFG Holdings. Outside of advisory work, he is an author and content creator involved with Horizon Media, producing books, podcasts, and videos. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options spanning automated allocations to bespoke strategies.

Martin Navarro is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. In addition to his advisory role, Navarro is a CPA and operates a tax preparation business, Navarro Tax Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Scarbrough is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. Before joining Ameriprise in 2026, he worked at Edward Jones for seven years and at CERTREC - Southern Company for two years. Outside of advising, he is the owner of RAJAMA LLC, a property maintenance business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written retirement income plans and ongoing advice based on dependable income sources and tax-aware withdrawal strategies.

Todd Hymel is a financial advisor with Edward Jones in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mickey Guidry is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and having 33 years of industry experience. His prior work includes roles at Altus Wealth Management and Geneos Wealth Management, along with two previous terms at LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.