Johanna Kamerman is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is the owner and attorney at Kamerman Law Firm, PC. Ameriprise is a large institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Menard is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Voya Financial Advisors and Cetera Wealth Services, and he has been involved with Billion Dollar Mentoring since 2006. Outside of advising, he owns Menard Financial Group, LLC and operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports varied investment strategies and program structures.

Jeffrey Esnard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families, individuals, and businesses to develop personalized financial strategies that align investments with their lifestyle and long-term goals. Jeff's approach emphasizes understanding clients’ questions, goals, and concerns to create comprehensive wealth management plans tailored to their priorities. Jeff's expertise includes family wealth management strategies, retirement planning, portfolio management, tax minimization, and investment consulting for defined contribution plans, among other areas. He leverages the investment insights of Merrill Lynch to assist clients in managing new wealth, employee financial health, and corporate investment strategies. Jeff holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in Business Management from Louisiana State University and began his financial career as a mortgage banker. Jeff also attended the University of Mississippi without degree completion. Committed to the communities he serves, he volunteers locally and enjoys personal interests such as boating, fishing, hunting, running, skiing, traveling, and spending time with his family.

Derek Planchet is a financial advisor with LPL Enterprise in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and has experience in accounting with Robert Logreco CPA and Mogle & Hawkins CPAs, APC. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jennifer Barrett is a financial advisor at Edward Jones in Baton Rouge, LA, with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she was involved with Foxy's Ascension, LLC and Barnett Fitness dba Foxy's Fitness Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm offers a variety of managed and advisory solutions supported by a nationwide network of more than 23,700 financial advisors.

Jessica Cavanaugh is a financial advisor at Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She previously worked at Merrill Lynch for 13 years and Wells Fargo Clearing for 2 years before joining her current firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, and niche planning services, utilizing proprietary research and tools to deliver tailored recommendations.

Katie Gibbons is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, Hancock Whitney Bank, Forvis Mazars LLP, and Red River Bank. Outside of her advisory role, she volunteers as a financial coach, providing basic financial literacy education to single mothers. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Ryan Bowen is a financial advisor with Raymond James & Associates in Baton Rouge, LA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Raymond James in 2017, Bowen worked at the Attorney General's Office and General Nutrition Center. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kory Waguespack is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Total Exterior Solutions LLC, Austin Fire Systems, the Country Club of Louisiana, Cheesecake Bistro, and Pot and Paddle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lisa Kastner is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining the firm, she held positions at Bass Pro Shops and Kirkland's and served on the Livingston Parish School Board for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Rachel Cattelino is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and with 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and scenarios.

Brian Bowman is a financial advisor with LPL Enterprise holding a Series 66 designation and based in Baton Rouge, LA. He has industry experience beginning in 2026, with prior roles including positions at Gulf Coast Bank and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research team and third-party strategists, and also includes affiliated trust custody, insurance services, and a collateralized lending program.

James Poche is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he has entrepreneurial involvement in the restaurant industry through a partial ownership stake in Canes Holdings LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, integrating advisory advice with other financial products and referral services.

Adam Greene is a CFP®-certified financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held positions at Menard Financial Group, Voya Financial Advisors, and Capital One Investing. Greene also operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

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.

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.