Katie Bellelo is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1997. Outside of her advisory role, she is a licensed notary, providing document notarization services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Julia Lopiparo is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2022. Prior to this, she spent 10 years at JPMorgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jonathan Babin is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co. Babin also operates as a health insurance agent in an outside brokerage capacity. 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver tailored recommendations within collaborative client relationships.

Wayne Traina is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an owner of TARGA Holdings LLC, an investment and finance-related business based in New Orleans. 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 involves structured discovery and firm-approved tools, serving clients through both direct and employer-related agreements.

John Leatherwood is a financial advisor with LPL Financial in Baton Rouge, LA, holding the CFP® and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2010, with prior experience at Chase Investment Services Corp. and Merrill. 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 and institutional platforms, delivered through a network of investment adviser representatives who implement customized and model portfolio strategies.

Rhonda Southall is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dennis Dixon is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2006 to 2009. Outside of his advisory role, he is involved in Seniors Advisory Services, selling Medicare Advantage policies. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Paul Delord is a CFP® with six years of industry experience, currently affiliated with LPL Financial in Baton Rouge, LA. His career includes roles at First Horizon Bank, Cetera, and Hancock Whitney, with a combined banking and investment services background spanning over a decade. 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 financial planning and investment management services, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced research tools.

Jeremy Perque is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. He previously worked at Sanders Morris LLC and Geneos Wealth Management Inc. in addition to maintaining a long-term association with Altus Wealth Management LLC. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Prudhomme is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes long tenures at Nylife Securities LLC and New York Life Insurance Company. 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.

Kyle Hawthorne is a CFP® with 12 years of industry experience, currently affiliated with Raymond James & Associates, where he has worked since 2017. Prior to that, he held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is the member and manager of KBRK, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Thomas Fereday is a financial advisor with Cetera, holding Series 63 and Series 66 designations and six years of industry experience. He has been with Cetera and its related entities since 2022 and also has a background at Hancock Whitney Bank dating back to 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Bradly Bourg is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Cadence Bank and the Office of Congressman Garret Graves. J.P. Morgan Securities LLC provides institutional consulting services to 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 delivers these services on a non-discretionary basis while combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Olivia Olinde is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2019, she worked at Business First Bank from 2016 to 2019. Outside of her advisory role, Olinde serves on the board of GBRFB Mission Support, a nonprofit supporting the Greater Baton Rouge Food Bank, and participates on the Food Bank’s Investment Committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Paul Mascagni is a financial advisor with UBS Financial Services in Baton Rouge, LA. He holds a Series 63 designation and has 26 years of industry experience, including 20 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning, portfolio management, and access to proprietary research.

Wesley Watts is a financial advisor with Edward Jones in Brusly, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served on the West Baton Rouge Parish School Board for eight years. Watts also provides keynote speeches, leadership training, and consulting services for education companies and leads weekly virtual Bible study sessions for school leaders across multiple states. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Michael Nichols is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2004, with additional experience at Altus Wealth Management and Geneos Wealth Management. Nichols is also involved in managing a professional liability and medical malpractice insurance agency in Baton Rouge, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and retirement plan participants. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, portfolio management, and institutional investment solutions.

Floyd Bernard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and previously worked at firms including Concourse Financial Group Securities and Institutional Securities Corp. Bernard also has involvement in consulting and coaching through his ownership of Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent Financial Professionals and provides access to both proprietary and third-party investment strategies across multiple platform arrangements.

Filippo Feoli is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. His career includes roles at First Horizon, Iberia Bank, Pan American Life Insurance Group, John Hopkins University, and Shearman & Sterling LLP. 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 advanced operational tools.

Troy Aucoin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes nearly two decades at Edward Jones and roles at Commonwealth Financial Network and his own firm, Aucoin Wealth Management, LLC. He is also the founder and president of TJALOGISTICS, where he manages financial responsibilities and business development. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services supported by analytical tools and emphasizes technology, cybersecurity, and municipal advisory capabilities.