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Johanna K

Series 66

Prairieville, LA

Ameriprise

Johanna Kamerman is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is the owner and attorney at Kamerman Law Firm, PC. Ameriprise is a large institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brandon B

Series 63, Series 66

Baton Rouge, LA

Edward Jones

Brandon Becnel is a financial advisor with Edward Jones in Baton Rouge, LA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Becnel has been with Edward Jones since 1998. 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, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Quinn M

Series 66

Baton Rouge, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua S

Series 66

Baton Rouge, LA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John M

Series 63

Denham Springs, LA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Linda R

Series 63, Series 65

Baton Rouge, LA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert S

Series 63, Series 66

Denham Springs, LA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jason K

Series 66

Denham Springs, LA

LPL Financial

Jason Knapps is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, previously spending 14 years at both Neighbors Federal Credit Union and Cuna Brokerage Services, Inc. Knapps is associated with Neighbors Wealth Management, a business related to his LPL activities. 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. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Semmes W

CFP®, Series 63, Series 66

Denham Springs, LA

Edward Jones

Semmes White is a CFP® designated financial advisor with nine years of experience at Edward Jones, where he has worked since 2014 with a brief interlude at KPMG LLP. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing family rental businesses and organizes bookkeeping for several real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment solutions under a fiduciary standard and supports a large network of advisors and branch offices across the United States.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Michael M

Series 63, Series 65

Hammond, LA

Mass Mutual Investors Services

Michael Miller is a financial advisor with Mass Mutual Investors Services in Hammond, LA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2006 and with Mass Mutual Life Insurance Company since 2005. In addition to his advisory role, Miller operates Miller Financial LLC, a business related to insurance sales and financial advising. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved software tools to analyze client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Trent W

Series 66

Greenwell Springs, LA

Edward Jones

Trent Willis is a financial advisor with Edward Jones in Greenwell Springs, LA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Smith Tank and Steel for three years and Claymar Construction for seven years. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Wealth management Doctor or Medical Professional Educators, Teachers, and Academics
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Steven S

Series 66

Baton Rouge, LA

J.P. Morgan Securities

Steven Simoneaux is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Baton Rouge, LA. He has 12 years of industry experience, having worked at JPMorgan Securities LLC and JP Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Ally J

Series 66

Denham Springs, LA

Cetera

Ally Jessup is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. Prior to joining Cetera, Jessup held multiple roles at Hancock Whitney Bank from 2018 to 2025. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including access to third-party money managers and bespoke investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ray T

CFP®, Series 66

Prairieville, LA

Ameriprise

Ray Trosclair is a CFP®-designated financial advisor with Ameriprise in Baton Rouge, LA, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in coaching and mentoring another advisor and is connected to publishing through family-owned companies specializing in children’s books. Ameriprise provides a retirement-income planning service tailored for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chad K

Series 66

Denham Springs, LA

Cetera

Chad Kannady is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2018, including roles at Cetera Investment Services LLC and Hancock Whitney Investment Services, Inc., as well as a concurrent 26-year service with the Kansas Army National Guard as a counterintelligence special agent. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual and institutional clients with a range of portfolio management and financial planning services. The firm supports advisors with flexible program options, including model portfolios, third-party manager selections, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephanie C

Series 66

Denham Springs, LA

Edward Jones

Stephanie Campo is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 designation. 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, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner Oil & Gas
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James B

Series 63

Denham Springs, LA

LPL Financial

James Browning is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as an assistant to the director of operations at Med Express Ambulance Service, where he assists with safety and risk management, marketing, quality control, and continuing education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 a large network of advisors and a broad array of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jordan T

Series 63, Series 66

Prairieville, LA

Ameriprise

Jordan Trosclair is a financial advisor with Ameriprise in Prairieville, LA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Jefferson Quarters Homeowners Association and coaches baseball at the Louisiana Baseball Academy. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Keith L

Series 63, Series 65

Denham Springs, LA

Cetera

Keith Leblanc is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera since 2022 and previously spent over two decades with Hancock Whitney Bank and Hancock Investment Services. Outside of his advisory role, he is involved in event planning, gift concierge, and creative writing promotion through his business, SOUTHERNLY SOCIAL LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher C

CFP®, Series 63, Series 66

Greenwell Springs, LA

Edward Jones

Christopher Choate is a CFP® with 22 years of industry experience, all with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greenwell Springs, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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