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.

Ross Massey is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Life Insurance Corp, Ameritas Investment Company, Wealth Solutions, LLC, and Tulane University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized manager due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary services through a select group of Wealth Advisors.

George Miller is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Miller is involved as a partner in FREEMILL, LLC, where he manages administrative tasks related to condo ownership. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by proprietary research and a broad range of portfolio management options.

Michelle Mcnicoll is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Baton Rouge, LA, her career has focused on wealth management services within a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and various investment products, managing approximately $2.74 trillion in client assets.

Coyt Nicholson is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera, and Regions Bank. Outside of his advisory work, he is involved in coaching youth baseball as a director and coach of Lugnuts Baseball LLC and serves on the Squires Board at the Episcopal School of Baton Rouge. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.

Caroline Walters is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 license and has three years of industry experience. She has prior experience at Loyola University of Chicago’s Quinlan School of Business and has been involved with Downtown Entertainment LLC. Walters is a member of the Louisiana Association of Business and Industry’s Emerging Leaders Council and Taxation and Finance Council, participating in quarterly meetings to discuss economic and fiscal matters affecting the state. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephens Mcvea is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Hancock Whitney Investment Services, JP Morgan Securities, Bank of America, and Merrill Lynch. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Sara Simoneaux is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2021, she worked in the construction industry for over a decade. Outside of finance, she serves as a marketing consultant for Bultra Restaurant Group, where she manages social media and graphic design. 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 institutions.

Jeffrey Meares is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent three years at Ameriprise. In addition to his advisory role, he is involved with Assurance Financial, providing loan origination services. 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 and model portfolio programs, supported by extensive research and technology tools.

Michael Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has professional experience that includes over a decade at Blue Cross and Blue Shield of Louisiana prior to joining Raymond James. He is also associated with Lee Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports a large network of advisors with specialized programs and consulting services.

Steven Billings is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he operates Billings Tax Services as an enrolled agent providing tax preparation services. Ameriprise is an institutional firm with over 12,000 advisors that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations in partnership with its advisors.

Micah Lillich is a Series 66-credentialed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Baton Rouge, LA, where he has been since 2017, following five years at LPL Financial. Outside of his advisory role, he is a partner at Willow Lake Ranch, LLC, an entity established to assist with documentation related to family property development. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and secular return estimates to model financial outcomes.

Ann Singleton is a financial advisor at OSAIC with 39 years of industry experience. She holds a Series 63 designation and previously worked at FSC Securities Corporation for 20 years. She operates a sole proprietorship servicing her own investments and is also licensed as an insurance agent providing annuity services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with tools like asset-allocation models, risk assessments, and automated portfolio rebalancing. The firm’s complex corporate structure includes multiple mergers and third-party commercial arrangements, supporting various managed account and advisory platforms.

Cory Ludwick is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on developing comprehensive approaches tailored to clients’ unique financial situations, goals, and values, offering flexibility to adapt to changing market conditions. Cory provides clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America, addressing diverse aspects of their financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Cory holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His education includes a High School Diploma from Seven Rivers Christian, coursework in finance at the University of Arizona Global Campus, and attendance at the University of Central Florida. Cory participates in community service consistent with Merrill's tradition of community involvement. Outside of his professional work, he enjoys baseball, basketball, football, golfing, swimming, and spending time with his family.

Marshall Gammon is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, LLC and Prudential Annuities Distributors, Inc. He has been associated with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory strategies and provides tax-efficient services, operating under a fiduciary standard.

Sergio Collette is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined nine years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Conley Menard is a financial advisor with Cetera in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. He has been associated with Cetera and its affiliated entities since 2021 and also operates Menard Financial Group and Menard Wealth Management. Menard is licensed to sell fixed insurance products including life, disability, fixed annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to both affiliated and third-party investment managers.

John Oneal is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of Freedom Solutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Brandon Hurley is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 license and 18 years of industry experience. His career includes prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. He has a 20% ownership in Long Bridge Wealth Management LLC, an affiliated investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products through a large network of financial advisors.