Benjamin Rushing is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Presley Wealth Management, Stifel Nicolaus, and Clary Suba Neale. Before his advisory career, he worked for Geaux Clean. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing both discretionary model portfolios and advisor-managed models with various analytical approaches.

Shane Bennett is a financial advisor with Centaurus Financial, Inc., holding a Series 66 credential and bringing 20 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he owns and operates a tax preparation and accounting firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, with a mix of discretionary and non-discretionary arrangements, and employs various analytical methods including fundamental and technical analysis.

John Hartmann is a financial advisor with Centaurus Financial, Inc. in Baton Rouge, LA, holding a Series 66 designation and 26 years of industry experience. He has been with Centaurus Financial since 2002. Outside of advisory work, he is a CPA and owner of Bennett & Bennett Associates, Inc., where he spends significant time on audit representations, IRS correspondence, and tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through various platforms, employing both discretionary and non-discretionary arrangements and a range of analytical approaches.

Lisa Scrantz is a Series 66 licensed advisor with 31 years of industry experience, currently serving at Centaurus Financial, Inc. since 2002. She also owns and manages Bennett & Bennett Associates, Inc., which provides tax preparation, consulting, and accounting services. Additionally, she is involved in ranching through Scrantz Cattle Ranch/Farm, focusing on beef cattle sales and management. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management, and retirement-plan consulting using a variety of analytical approaches and both discretionary and non-discretionary arrangements.

Matthew Kennedy is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Presley Wealth Management and Eqis Capital Management, Inc. in previous roles. Outside of his advisory work, he is involved as an insurance agent through The Presley Group, LLC, focusing on life, health, accident insurance, and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages portfolios primarily through discretionary model portfolios and offers various ERISA services, supporting both direct and third-party advisor clients with a strong emphasis on standardized model and platform solutions.

Christine Smith is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked with Presley Wealth Management and Eqis Capital Management. In addition to her advisory role, Smith owns and operates The Presley Group, an insurance agency specializing in life insurance and annuities. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, nonprofits, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party models with advisor-managed strategies.

Brian Bennett is a financial advisor at Centaurus Financial, Inc. in Baton Rouge, LA, holding a Series 66 designation with 26 years of industry experience. He has been with Centaurus Financial since 2002 and also serves as president of Bennett's Bookkeeping, Inc., a bookkeeping, payroll processing, and tax preparation business he has operated since 1984. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

John Myres is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Cetera and its affiliated entities since 2022 and previously spent over eight years with Hancock Investment Services and Hancock/Whitney Bank. Outside of his advisory role, he has a partial ownership interest in farmland generating rental income. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors across various program structures and custodial relationships.

Chelsea Smith is a Wealth Management Advisor and partner with The David Robertson Smith Group at Merrill Lynch Wealth Management in Baton Rouge, Louisiana. She focuses on wealth management planning and investment management, designing and implementing personalized strategies to help individuals, families, and business owners pursue their financial goals. She provides services in areas including family wealth management, legacy and philanthropic planning, liquidity management, retirement income, tax minimization, and portfolio management. Chelsea holds a Bachelor's degree from the Louisiana State University System and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. She is an honorary member of the LSU Finance Academy. Prior to joining Merrill Lynch Wealth Management, she gained experience at UBS Financial Services and as an intern at Merrill. In addition to her professional work, Chelsea is involved in her community as a coach for Girls on the Run and a member of the Mary Bird Perkins Echo Alliance. She enjoys reading, traveling, and spending time with her family.

Michael Dugas is a financial advisor with Ameriprise based in Baton Rouge, LA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through MD Business Ventures, focusing on management, accounting, and consulting. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Daniel Newman is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007 in Baton Rouge, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Daniel Gomez is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for Chicago Bridge & Iron/YCB&I from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

William Mcrae Jr. is a Series 66-registered financial advisor with Raymond James & Associates in Baton Rouge, LA, with 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Walter Rogers is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera since 2022. Prior to joining Cetera, he worked with Hancock Whitney Bank and Hancock Investment Services, Inc. He facilitates a personal finance course at Christ Community Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program structures and custodial relationships.

Thomas Oconnor is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Raymond James & Associates since 2013. Outside his advisory role, he is a member of HBO Properties, LLC and a partner in M&O Holdings, LLC, both private business ventures. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, affiliated research, and municipal advisory services.

Hunter Hebert is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, he worked in roofing and construction, as well as in credit union services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Jeff Robin is a CFP® certified financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at J.P. Morgan Securities and Chase Investment Services Corp. He operates J. Robin Wealth Management, LLC, an investment-related business affiliated with his LPL activities. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kara Kepper is a financial advisor at Edward Jones with the Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked five years in the Central Community School System and served Berean Ministries for over two decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jamielle Wiltz is a financial advisor at LPL Enterprise with a Series 66 designation and recent entry into the industry. Prior to joining LPL Enterprise, Wiltz held various roles including positions at New York Life, Primerica, and educational organizations such as the Vermilion Parish School Board and Lafayette Parish School System. Wiltz is also involved with the Louisiana High School Officials Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers additional services such as financial planning and access to third-party asset managers.

Sara Simoneaux is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2021, she worked in the construction industry for over a decade. Outside of finance, she serves as a marketing consultant for Bultra Restaurant Group, where she manages social media and graphic design. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.