Nelson Brown IV is a financial advisor with Edelman Financial Engines in Baton Rouge, LA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Kristin Le Blanc is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she is the owner of KPL Industries, LLC. Ameriprise offers retirement-income planning services designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.

Christopher Palermo is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2004. Outside of advising, he is vice president of a business called RLC2019, which is not investment-related. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Allison Nosacka is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Wells Fargo in 2025. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Walter Hays Jr. is a CFP® with 26 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services and LPL Financial and has managed his own firm, Hays Breard Financial Group LLC, since 2009. Outside of financial advising, he is a partner in Hays and Breard Enterprises, which manages office space rentals. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a large network of advisors.

Daniel Gomez is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for Chicago Bridge & Iron/YCB&I from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jessica Ourso is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she is a partner in Ourso Electric, assisting with invoices and marketing for her husband's business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Ryan Istre is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at Merrill and UBS Financial Services. He is currently based in Baton Rouge, LA. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Chalaron is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services, and he also spent four years with The Princeton Review. Outside of his advisory work, he delivers Walmart orders part-time and serves as power of attorney for his father. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of advisors, employing multiple program structures and third-party managers.

William Mcrae Jr. is a Series 66-registered financial advisor with Raymond James & Associates in Baton Rouge, LA, with 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Walter Rogers is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera since 2022. Prior to joining Cetera, he worked with Hancock Whitney Bank and Hancock Investment Services, Inc. He facilitates a personal finance course at Christ Community Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program structures and custodial relationships.

Hope Bellelo is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. 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 applying an ESG eligibility framework in its recommendations.

Ashley Hall is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with four years of industry experience. She has been associated with Edward Jones since 2015. Outside of her advisory role, she owns Rustic Oak Designs LLC, a custom creations and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Stephen Smith is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 10 years at J.P. Morgan Securities. Outside of his advisory role, he serves as a part-time tour guide for a land development project in Palacios, Texas. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Robinson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Chase Investment Services Corporation and Banc One Securities Corporation before joining LPL Financial in 2008. Outside of advising, he provides tax preparation services on a limited basis and serves on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, combining model portfolio options with customized strategies and supporting tools.

Michael Enos is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2018 and previously with Bankers Life Securities Inc and BANKERS LIFE from 2015 to 2018. Outside of his advisory role, Enos owns Fraser Marketing Group, Inc., a business he has operated since 1991, and is a member of Fraser Marketing Group II, LLC, which owns his private plane for tax purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers programs including estate settlement and employer-sponsored planning.

Thomas Oconnor is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Raymond James & Associates since 2013. Outside his advisory role, he is a member of HBO Properties, LLC and a partner in M&O Holdings, LLC, both private business ventures. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, affiliated research, and municipal advisory services.

John Sims IV is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliated entities, as well as six years with Vector Marketing in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions supported by both proprietary and third-party strategies.

Mason Terrell is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Worley from 2022 to 2024. 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.