Garrett Gamble is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley, Cetera Advisor Networks, and State Farm. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Langston is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to his clients' individual financial goals and changing market conditions. Paul provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America to support comprehensive financial planning. Paul holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Millsaps College. He is committed to working closely with clients one-on-one to develop flexible financial strategies aimed at pursuing long-term objectives. In addition to his professional role, Paul is engaged in community volunteer work, reflecting Merrill’s tradition of supporting the communities it serves.

James Ewing is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Altus Wealth Management, Geneos Wealth Management, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Kristy Favrot is a Series 66-licensed financial advisor with Edward Jones in Port Allen, LA, and has over 34 years of experience with the firm. Her career at Edward Jones spans from 1994 to the present. 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, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Thigpen is a Series 66-registered financial advisor with LPL Financial in Baton Rouge, Louisiana, and has 16 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Dearman is a financial advisor with Morgan Stanley Wealth Management in Baton Rouge, LA, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Shobe & Associates, Inc., Raymond James Financial Services, Inc., and Financial Benefits, Inc. Dearman has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Johnathan Whitman is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Charles Moreau is a financial advisor at Raymond James Financial in Baton Rouge, LA, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience in the chemical industry, including 14 years at Lanxess Corporation. Moreau also operates Moreau Consulting LLC, an entrepreneurial venture outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its services with technology and specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Harriet Brackey is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at First Horizon Advisors, IBERIA Asset Management, BDO Wealth Advisors, and GSK Wealth Advisors. She is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services.

Joshua Robinson is a Series 66-credentialed advisor with J.P. Morgan Securities in Baton Rouge, LA, where he has worked since 2018. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and UPS. 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Alton Melancon is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of his advisory work, he volunteers as a soccer and baseball coach. 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 offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Adam Ohlmeyer is a CFP® with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has prior experience with firms including Concourse Financial Group Securities Inc. and Prestridge Financial Management. Outside of advisory work, he is involved in consulting and coaching through Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Shakur Trammel is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes diverse roles across cultural, educational, and corporate organizations. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Emily Hamblin is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 designations and has prior roles at Alight Financial Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Her work history also includes managing small businesses in the food service industry. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm utilizes a centralized service team to deliver personalized, research-based retirement planning recommendations.

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.

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.