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.

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.

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.

William Read is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Chaffe And Associates, Battery Ventures, Intermountain Management, Breithaupt, Dubos & Wolleson, LLC, and operated the Read Eye Center from 2016 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of investment products.

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.

Logan Kern is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has held roles at JPMorgan Chase Bank, Postlethwaite And Netterville, and Louisiana State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Steven Morgan is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Aaron Stanford is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Charles Guercio is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.

Brandon Ginn is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Plan Fiduciary Advisor (CPFA) designation, among other credentials. Brandon focuses on creating strategies tailored for individuals and their families aimed at meeting both short- and long-term financial goals. His work involves assessing clients’ life goals, risk tolerance, time horizon, and liquidity needs to develop comprehensive financial plans. Brandon graduated cum laude from Louisiana State University in 2021 with a bachelor’s degree in finance. He is part of Ginn Wealth Management, an advisory team based in Baton Rouge that is committed to delivering wealth management services founded on professionalism, consistency, and exceptional client service. His areas of expertise include managing new wealth, personal retirement planning, and portfolio management services. In addition to his professional work, Brandon is involved in community efforts with Keep Tigertown Beautiful of Baton Rouge. Outside of work, he enjoys golfing, hiking, running, traveling, and spending time with his family. He resides in Baton Rouge with his wife, Anna.

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.