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.

Quinn Morvant is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morvant held various roles including positions at Louisiana State University and CF Industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory strategies and affiliated services, operating under a fiduciary standard.

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.

Joshua Sparacino is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2007 to 2011. In addition to his advisory role, he works as an insurance agent for Clements Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Leah Morris is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019. Morris serves as a director on the board of CLM Private Foundation, a charitable organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals and portfolio management across a broad advisor network.

Linc Le Blanc is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. He holds Series 63, Series 65, and Series 66 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

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.

Thomas Breaux Sr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms including Avantax and Raymond James. He also runs his independent securities business, T.A. Breaux Investments LLC, where he serves as president and CEO. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary strategies and offers access to affiliated and third-party money managers.

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.