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.

Jeff James is a financial advisor with LPL Financial, holding a Series 63 designation and over 45 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center for extended periods before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party management, and institutional platforms.

Angela Rice is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Private Bank, JP Morgan Chase, and New York Life. Prior to her financial services career, she worked in the restaurant industry. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Hunter Hebert is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, he worked in roofing and construction, as well as in credit union services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Christopher Gautreaux is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since the mid-2000s. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by various analytical tools.

Jeff Robin is a CFP® certified financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at J.P. Morgan Securities and Chase Investment Services Corp. He operates J. Robin Wealth Management, LLC, an investment-related business affiliated with his LPL activities. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jackie Honeycutt is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. She has worked within various Wells Fargo entities since 2015. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Jennifer Ete is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes roles at PFS Investments Inc. and The Natural Touch Massage. Outside of advisory work, she is associated with a solar power sales business managed by her family, though she is not actively involved. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment models.

Matthew Colvin is a CFP® with 19 years of industry experience, currently associated with Raymond James & Associates in Baton Rouge, LA. He has been with 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jamielle Wiltz is a financial advisor at LPL Enterprise with a Series 66 designation and recent entry into the industry. Prior to joining LPL Enterprise, Wiltz held various roles including positions at New York Life, Primerica, and educational organizations such as the Vermilion Parish School Board and Lafayette Parish School System. Wiltz is also involved with the Louisiana High School Officials Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers additional services such as financial planning and access to third-party asset managers.