Ryan Malone is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this role since joining the firm in 1999. Ryan specializes in providing financial planning and investment management services. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Ryan earned a bachelor’s degree in finance from Louisiana State University in 1998, following his graduation from Baton Rouge High School. Ryan resides in Baton Rouge with his wife, Erica, and their three children. He enjoys traveling, fishing, and spending time with his family.

Angela Denham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and LPL Financial Corporation. Outside of her advisory role, she is a director of Angela Denham Wealth Management, a real estate-related business based in Los Angeles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Weimar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in connecting clients with tailored financial plans and processes to support their unique ambitions. His approach focuses on helping clients plan for key personal objectives, including funding education, securing retirement lifestyles, addressing potential healthcare costs, and creating long-term family financial strategies. William holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the Louisiana State University System. He emphasizes integrating all aspects of a client's financial life to prioritize and pursue their most important goals.

Dannie Cox is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2019, Cox worked at First Command Financial Planning and also served as a substitute teacher for the Caddo Parish School Board. Cox is a member of the board of directors for Valor Gymnastics/Valor Strong Foundation. Cetera Investment Advisers LLC is a national SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Brian Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2023, previously holding roles at Equitable Advisors, Target, Food Lion, and as a student at Towson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate investors. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Amanda Rothrock is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 after earning a Bachelor’s degree in Finance from Louisiana State University. Amanda holds several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Amanda has been a CFP professional since 2003 and earned the CIMA designation in 2007 through the Investments & Wealth Institute at the University of Pennsylvania’s Wharton School. She manages client portfolios using a variety of strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Amanda resides in Baton Rouge, Louisiana.

Natalie Koehl is a Series 66-licensed financial advisor with Morgan Stanley in Baton Rouge, LA, bringing 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved with Koehl Consulting, LLC, which focuses on consulting and software development. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling techniques.

Joseph Robins is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Postlethwaite & Netteville and AXA Advisors. Outside of his advisory role, he serves as president of J. ROBINS CPA, LLC and The Wealth Collective, and is the treasurer for the Lambda Alpha Chapter of Omega Psi Phi Fraternity Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Kyle Knobloch is a Series 66-registered financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Aegis Hedging Solutions, LLC from 2017 to 2024 and Postlethwaite & Netterville, APAC from 2014 to 2017. He is based in Baton Rouge, LA. 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 services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to deliver customized recommendations.

Lee Palmer III is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of advising, he manages business expenses for P, B & Associates, LLC. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and Social Security guidance. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gerald Marchand is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2000. Outside of his advisory role, he manages a family partnership established for wealth transfer purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Grant Myers is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 designations and 29 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Blackrock Investments, LLC for six years. Outside of his advisory role, he is a part owner of a Mardi Gras float used in two events annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Angelique Manne is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank before joining Morgan Stanley in 2016. Manne serves on the boards of St. George Catholic Church, Capital Area United Way - Women United, and St. Joseph's Academy, contributing to community and educational organizations. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutions, employing structured financial planning tools and broad investment services while managing approximately $2.74 trillion in client assets.

Tex Morris is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a part owner of a family land management business in Abbeville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Adam Karrigan is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, including a prior role at the Louisiana State University Department of Economics. He serves on the Board of Directors of the Financial Planning Association Louisiana and is Treasurer for Forum 225. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Roy Issa is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at New York Life, Guardian Life Insurance, and Park Avenue Securities. Outside of financial services, he is involved with Family Coffee Co. 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 delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Kenneth Riche Jr. is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, with a financial planning process that uses structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate strategies.

Charlotte Willis is a financial advisor with Edward Jones in Port Allen, Louisiana, holding Series 63 and Series 66 licenses and having 31 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1993. Outside of her advisory role, she is a partner in Willis Family LLC, involved in real estate holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

Robert Hodgson is a Series 66-credentialed financial advisor with eight years of industry experience, currently serving clients at Edward Jones in Baton Rouge, LA since 2018. Prior to joining Edward Jones, he worked for two years at Draeger. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets and offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carmen Torres Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has held positions at Merrill since 2021 and previously worked at OneMain Financial and RK Mehrotra State Farm. Prior to her career in finance, she worked in the restaurant industry and spent time in education. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.