Amy Andrews is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Andrews serves as a committee member on the Parish Finance Committee at St. Jean Vianney Catholic Church. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Leonard Bernard Jr. is a CFP® professional with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Prairieville, LA. Outside of his advisory role, he is involved in managing several LLCs related to office expenses and residential rental property. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, written recommendations through a centralized consulting team.

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.

Jonathan Prestridge is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and Hays Breard Financial Group and has operated his own tax preparation business, Prestridge Tax Solutions, since 2013. His background includes roles at Concourse Financial Group Securities Inc and managing his own advisory practices, including Benchmark Wealth Advisory and Prestridge Financial Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets across over 10,000 advisors.

John Stewart is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 35 years of industry experience. He previously worked at Geneos Wealth Management and has been associated with Altus Wealth Management since 2012. 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 portfolio programs, and institutional platforms, utilizing tools such as machine learning to support advisors.

Lester Lee Jr. is a CFP® with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC for 22 years. In addition to his advisory role, he acts as an independent insurance agent specializing in life, health, and fixed annuity policies. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs.

Malcolm Wall is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized financial plans that align with their individual goals and priorities. His work involves assisting clients with funding education, preparing for retirement and potential health care expenses, and creating strategies to achieve long-term family objectives. Malcolm holds a Bachelor's Degree from the Louisiana State University System. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Christopher Baker is a financial advisor with Edward Jones in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved with Bakerhouse Enterprises, LLC, a baked goods business in Baton Rouge connected to his family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Spencer Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he held positions in electrical distribution and aviation. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Hardie is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he engages in the sale of fixed insurance. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Marino Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 19 years of industry experience. He previously worked at LPL Financial for 12 years before joining Ameriprise in 2019. Marino serves as President on the Board of Directors for Associated Investors, Inc. and is a co-owner of S J Marino Enterprises, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies. Their approach includes a centralized service team that collaborates with advisors to provide written recommendation reports and ongoing advice.

Bingham Boudreaux is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at The Prudential Insurance Company of America since 2003. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

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.

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.

Charles Terrebonne Sr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is involved with Acumen Fiscal Agent, LLC, a company that administers payroll and applications for caregivers of individuals with special needs receiving government benefits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Michel Woods is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services, Foresters Financial Services, and The Prudential Insurance Company of America. Woods has been involved with Beacon Light Baptist Church of Baton Rouge since 2009. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Christopher Boggs is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked at First Allied Securities Inc. and First Allied Advisory Services, and has been with LPL Financial since 2005 in two separate periods. He serves on a scholarship committee affiliated with his professional 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 asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jamie Arostegui is a financial advisor with Primerica Advisors in Denham Springs, LA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Matthew Hubbell is a financial advisor at Osaic Wealth, Inc. based in Baton Rouge, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Osaic, he worked at Arthur J. Gallagher & Co. and LPL Financial. He is also involved in fixed insurance sales and service through his sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

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.