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.

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.

Linda Rodosta is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with LPL Financial since 2008 and previously worked at Edward Jones. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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.

Reed Boudreaux is a financial advisor at LPL Financial in Baton Rouge, LA, holding a Series 66 designation. He has prior experience at Hancock Whitney and Archer Consulting Group. 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 financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional programs, supported by a network of over 22,800 advisors.

David Broussard is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Broussard also serves as a board member for Evergreen Working Capital and is a partner in JKS Hodges LLC, a business he co-owns with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various advisory programs and emphasizes tailored, non-discretionary client-focused strategies supported by extensive research and multiple portfolio management styles.

Brendan Hays is a CFP® professional with two years of industry experience, currently affiliated with Cetera in Baton Rouge, LA. His work history includes roles at T.A. Breaux Investments and Cetera Wealth Services, as well as assisting with financial planning and administrative duties at Hays Breard Financial Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a nationwide network of independent advisors.

Charles McMakin is a financial advisor with LPL Financial, holding a Series 63 designation and over 43 years of industry experience. He has previously worked with Altus Wealth Management LLC, Geneos Wealth Management Inc., and Sanders Morris LLC. McMakin serves as a board member of the Port of Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Robert Smith is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Cetera and its related entities since 2013 and has additional work history with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Christopher Crifasi is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and 27 years of industry experience. 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, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Christopher Mensi is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at the LSU Foundation and St. Stanislaus. Outside of his advisory work, he is involved in business development for a retail and online store in Gulfport, Mississippi. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.

Jeffrey Dunbar is a Wealth Management Advisor with Merrill Lynch Wealth Management. He co-founded the Dunbar Group alongside his brother, Joey, in 2023. Jeffrey serves clients nationally, focusing on strategic financial guidance for business owners, executives, institutional clients, and non-profits, including organizations affiliated with the Catholic Church. Jeffrey holds several professional designations, including Certified Financial Planner (CFP), Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in Philosophy and Theology from Franciscan University of Steubenville and a master's degree from Louisiana State University. He and his wife, Bridget, have six children and actively participate in community organizations such as the Baton Rouge Soccer Club, Missionaries of Charity, Bishop Ott Men's Shelter, and Born to Run 5K. Their participation reflects an integration of faith and service in both their personal and professional lives.

Deirdre Dore is a CFP® professional with 13 years of industry experience, currently affiliated with Ameriprise in Baton Rouge, LA. She previously worked at LPL Financial for 10 years. Outside of her advisory role, she owns a business named 3D Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports primarily for clients with significant investable assets.

Sonia Andrews is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 24 years of industry experience. Her career includes over a decade at Morgan Stanley Smith Barney and a period at Wells Fargo Clearing before rejoining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Roberto Rivas is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that delivers research-driven, non-discretionary recommendations incorporating tax-efficient strategies and income modeling.