Martin Navarro is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, Navarro is involved in construction and general contracting through his business APlus Contractors and manages multiple commercial real estate properties. He also serves on the board of the Siegen Lane Office Center Association. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, 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.

Tricia Marchand is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services and Avantax. Marchand is also associated with KCS Wealth Advisors, LLC, operating under the name Kore Financial Group. 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 provides both discretionary and non-discretionary portfolio management through a multi-manager platform, offering a variety of program options and access to third-party money managers.

Kevin Knobloch is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022 and previously worked within other Wells Fargo entities from 2009 onward. Outside of his advisory role, he serves on the investment committee of the Baton Rouge Area Foundation and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm provides customized recommendations supported by proprietary research and tools, with planning engagements typically conducted on a discrete basis.

Tammy Joseph is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2021, she worked for several Catholic schools between 2009 and 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Ron Robinson Jr. is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual Life Insurance Company, and Paychex. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brandon Becnel is a financial advisor with Edward Jones in Baton Rouge, LA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Becnel has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Richard Burtt II is a financial advisor with Cetera in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and J.P. Morgan Chase. Outside of his advisory work, he owns and manages a real estate business involving property maintenance and related duties. Cetera provides a wide range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients, offering both discretionary and non-discretionary portfolio management through a multi-manager platform with access to various model portfolios and third-party managers.

Meagan Hoyt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Regions Bank for 18 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Julian Bourgeois is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Hancock Investment Services, Inc. for eight years before joining LPL Financial in 2019. Outside of his advisory work, he is involved in business entities for tax and investment purposes unrelated to advisory services. 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 advisory and brokerage services, including financial planning and model portfolios, supported by a broad platform that integrates various third-party asset management options and institutional services.

Andrea Langlois is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2005 to 2024. 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, institutional investors, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Quinn Morvant is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morvant held various roles including positions at Louisiana State University and CF Industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory strategies and affiliated services, operating under a fiduciary standard.

Joshua Sparacino is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2007 to 2011. In addition to his advisory role, he works as an insurance agent for Clements Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of investment adviser representatives.

Milton Hamer III is a CFP® with 23 years of industry experience, currently serving at LPL Financial since 2005. He is based in Baton Rouge, LA. Outside of his advisory role, he acts as a co-trustee for his mother and stepfather. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting investment decisions with research and technology tools.

Leah Morris is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019. Morris serves as a director on the board of CLM Private Foundation, a charitable organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals and portfolio management across a broad advisor network.

Chad Aucoin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Edward Jones for 10 years before joining Cetera Investment Advisors LLC and Cetera Investment Services LLC in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program options and third-party money managers.

Jeffrey Bailey is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird & Co. since 1994 and holds Series 63 and Series 65 licenses. Based in Baton Rouge, LA, he is part of a large team of over 3,000 advisors at the firm. The DDK Group, where Mr. Bailey works, is a team within Robert W. Baird & Co.’s Private Wealth Management practice serving individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Thomas Breaux Sr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms including Avantax and Raymond James. He also runs his independent securities business, T.A. Breaux Investments LLC, where he serves as president and CEO. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary strategies and offers access to affiliated and third-party money managers.

Jonathan Babin is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co. Babin also operates as a health insurance agent in an outside brokerage capacity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver tailored recommendations within collaborative client relationships.

Micah Morris is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. He has been associated with Raymond James Financial Services since 2016 and is a vice president of the Financial Service Corporation of Baton Rouge. He was previously involved with 4ME TRAINING LLC, a business he co-established but that has been inactive since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and is notable for its municipal and public finance affiliation as well as specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Clinton Hornsby is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Edward Jones, he was involved with Hornsby Construction Group, LLC and Richmond W. Krebs & Associates Professional Land Surveying, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, alongside affiliated investment products and specialized services.