Chase Crump is a CFP® with 19 years of industry experience, currently serving at RFG Advisory, LLC. He has worked with Private Client Services since 2018 and has been associated with RFG Advisory and Williams Financial Advisors since 2010. Outside of his advisory work, he is involved with a vegetable supplement distributorship. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for a diverse client base, including individuals, high-net-worth households, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role to the Bluemonte family of ETFs and management of assets for investment companies.

Gertrude Piper is a Certified Financial Planner® with 24 years of industry experience. She has been with Advisory Services Network since 2016. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of advisory and planning services, including portfolio management and retirement plan consulting, with flexible engagement options and a platform of over 250 advisors.

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.

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.

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.

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.

Brady Bennett is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and Young Investment Group since 2023. Prior to his advisory career, he held positions in various service and recreational roles, including at Metairie Country Club and Bayou Oaks Golf Course. 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 financial planning and portfolio management solutions through a large network of advisors supported by research and operational tools.

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.

Joleen Coolman Oswald is a financial advisor at Edward Jones with nine years of experience, holding a Series 66 designation. She has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Gomez is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

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 Walker is a Series 66 licensed advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Knights Knation in 2022 and spent ten years with the Zachary Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of financial advisors and branch offices.

Noah Marks is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones and Empower Advisory Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shakur Trammel is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes diverse roles across cultural, educational, and corporate organizations. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Ron Robinson Jr. is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual Life Insurance Company, and Paychex. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joseph Malara is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2018, following 13 years at Investment Professionals, Inc. Outside of his advisory work, he volunteers with the West Feliciana Animal Humane Society, assisting with website, signage, and event logistics. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account structures.

John Mcpherson Jr. is a financial advisor with Cetera in Denham Springs, LA, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of advising, he is involved in income tax preparation and bookkeeping through his own LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.