Gloria Hoggatt is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

John Nordan III is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Northwestern Mutual Wealth Management Company and Pruco Securities, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.

Paula Gandy is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Brandon Pierce is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he operated Brandon's Birdies LLC for seven years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors and utilizes multiple portfolio management approaches across various program structures.

Stephanie Evans is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Bank of America and Merrill since 2011. Outside of her advisory role, she is involved as an infant and child sleep consultant with a family business called Little Dreamer BR. 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 individuals, high-net-worth clients, and institutional investors.

Terence Ginn is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2001. He holds multiple professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Terence applies his expertise to assist clients in addressing various aspects of their financial lives, including investments, liabilities, estate planning, cash management, and business financing needs. Terence’s focus areas include legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income planning. His service approach emphasizes communication, goal tracking, portfolio management, and personalized advice. He works with retirees, pre-retirees, and goal-oriented families and individuals to develop wealth-building strategies and company retirement plan management using goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined asset allocation and rebalancing. Terence holds a bachelor’s degree from Louisiana State University and earned an MBA from Southeastern Louisiana University. He lives in Baton Rouge with his wife, Kim, and their two sons. Outside of work, Terence enjoys outdoor activities such as hiking and kayaking, adventure sports, biking, camping, football, golfing, running including marathons, traveling, and spending time with his family.

John Stuart is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Scotia Capital (USA) Inc. and Stonehenge Capital Company. He serves as treasurer and board member for GaitWay Therapeutic Horsemanship and is also a board member for The Emerge Foundation, both nonprofit organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Brad Mathews is a CFP® professional with 21 years of experience, currently serving with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank NA since 2016 and at JPMorgan Securities LLC since 2013. He serves as a board member of the Baton Rouge Symphony Orchestra and participates on its finance committee. 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 applying an ESG eligibility framework in its recommendations.

Alicia Courville is a financial advisor with Merrill in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2015 and more recently joined Bank of America, N.A. in 2026. Outside of finance, she owns and operates a retail and arts and crafts business called Mimi’s Closet. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tyler Juneau is a CFP®-certified financial advisor with Edward Jones in Baton Rouge, LA, bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing several real estate-related LLCs. 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 and investment options, supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Jeffery Bordelon is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and at MassMutual Life Insurance Company since 2019. In addition to his advisory role, he owns Bordelon Benefits Group LLC, which provides group life, health, and supplemental insurance. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

Thomas Savoie is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves on the board of a family-owned sugar production and refining business and is involved in agricultural and investment-related activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Henry Andrews is a CFP® professional with 19 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 12 years at J.P. Morgan Securities. He is based in Baton Rouge, LA. Raymond James & Associates serves a broad client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm delivers tailored financial planning and non-discretionary investment consulting, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jason Fontane is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by extensive research and a wide range of portfolio management options.

Christie Ollar is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2022, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2022, and she has a background that includes four years at Sprint. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Evans is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Evans serves on the finance committee of Jefferson United Methodist Church and participates in pension and health benefits oversight for the Louisiana Annual Conference of the Methodist Church. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools alongside professional oversight to generate personalized retirement income recommendations.

Karli Becnel is a Financial Advisor at Merrill Lynch Wealth Management and a member of the TBS Group. She joined Merrill in 2020 and transitioned from various client service roles to her current advisory position. Karli focuses on understanding her clients’ goals and helping them achieve those objectives through personalized financial analysis and ongoing service. Her areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli holds a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Personal Investment Advisor (PIA), and holds Series 7 and 66 FINRA registrations. Additionally, she is licensed in Wisconsin for life and health insurance. Karli is a member of the Financial Occupations Club for University Students and participates in community involvement through the ALS Association. Outside of her professional commitments, Karli enjoys cooking, reading, tennis, and volleyball. Her approach integrates thought leadership and insightful strategies to create actionable financial plans tailored to her clients' risk tolerance, time horizon, liquidity needs, and investment goals.

Cedric Lewis is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education at several high schools in Louisiana from 2012 to 2025. Outside of his advisory role, he is a rideshare driver in Metairie, LA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Joseph Roberts is a financial advisor with OSAIC in Baton Rouge, LA, holding a Series 66 designation and 26 years of industry experience. He worked at Lincoln Financial Advisors for 25 years before joining OSAIC in 2025. Outside of his advisory role, he offers accident, health, disability income, and dental insurance as an agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using various asset-allocation tools and investment strategies tailored to client needs.

Marcelle Soliman is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance and Centaurus Financial Inc. among other firms. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.