Clifton Mount is a Wealth Management Advisor with expertise in providing consultative financial advisory services to assist clients in accumulating and preserving their wealth. He has over two decades of experience in the financial services industry and utilizes a holistic approach to understand clients' goals and evaluate their unique strengths and weaknesses. Clifton collaborates with a team of specialists to develop personalized financial strategies aimed at helping clients pursue their long-term objectives. His client focus areas include college education planning, personal retirement planning, retirement income, and education planning. Clifton holds a Bachelor's degree in Business Management from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation. Additionally, he possesses brokerage, life, accident and health, and variable annuity insurance licenses. Clifton is dedicated to providing clear guidance and easy-to-understand advice to assist families in achieving financial success. Outside of his professional career, Clifton is involved with the Alpha Tau Omega Fraternity and the Sacred Heart of Jesus Church. His personal interests include biking, football, golfing, music, pickleball, running, and spending time with his family.

Mills Mc Clendon serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he focuses on providing financial advice to individuals, families, and businesses, developing customized plans that prioritize each client's unique needs and goals. Mills has three years of experience in the financial industry and specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Mills earned a bachelor's degree from Millsaps College in Jackson, MS, where he graduated Cum Laude with concentrations in Finance, Entrepreneurship, and Global Business Studies. Outside of work, Mills enjoys golfing, hunting, music, tennis, volleyball, and spending time with his family in Baton Rouge.

Christopher Choate is a CFP® with 22 years of industry experience, all with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greenwell Springs, LA. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Hurtt is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2021, she worked at The Bone and Joint Clinic of Baton Rouge, Snelling Employment LLC, and Walt Disney World Parks and Resorts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Thomas Scott Jr. is a financial advisor with Edward Jones in Zachary, Louisiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he serves on the Board of Commissioners for the Lane Regional Medical Center and is involved in local community support through a nonprofit football fundraising organization. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Lori Dicharry is a Series 66-licensed financial advisor with UBS Financial Services in Baton Rouge, LA, with nine years of industry experience. She worked at Merrill from 2014 to 2020 before joining UBS, where she has been advising clients since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research, model-based asset allocations, and a combination of wealth management and institutional trading capabilities.

Margaret Martinez is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2017. Outside of her advisory role, she is a notary public for the state of Louisiana. 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 comprehensive research and a range of portfolio management styles.

George Thompson III is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Thompson Coaching and The Winners LLC, where he served as an instructor and facilitator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a variety of institutional platforms.

Robyn Richards is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to that, she was with J.P. Morgan Securities and JPMorgan Chase Bank NA from 2008 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Babb is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2015 and is also involved part-time as a bookkeeper at Live Oak Pharmacy. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Henry Messinger is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to this, he worked at Messinger & Associates and held roles at Louisiana Tech University and the University of Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eric Roberts is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 25 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Pathway Planning Group. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Leo Sanchez III is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he has a private investment in a therapeutic cosmetics business, Cutagenesis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and diverse portfolio management options.

Dylan Rhodus is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017, following a year at AXA Advisors, LLC. 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.

Jackson Wall is a Financial Advisor at Merrill Lynch Wealth Management. He holds a High School Diploma from Catholic High School and a Bachelor's Degree from Louisiana State University. Further details regarding his professional experience, areas of expertise, or personal interests have not been provided.

Robert Woosley is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory work, he teaches graduate and undergraduate courses in personal finance at Louisiana State University and Southern University, where he has been on the faculty since the 1990s. He also serves on the board of Pyranha Inc., a manufacturing company based in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and its Estate Planning Strategies Group.

Thomas Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Creston Pickell is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goldman Sachs for one year and attended Louisiana State University. He serves as treasurer and board member of the Arts Council of Greater Baton Rouge, a nonprofit organization promoting cultural and economic development through the arts. J.P. Morgan Securities LLC 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.

Samuel Hughes is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. He previously worked at Louisiana State University and Mississippi College, as well as Denham Springs High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and firm research.

Richard Pipes Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.