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.

Christopher Brown is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Our Mom's Restaurant and has experience in sports performance and education. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Hamner is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Alliance Safety Council for three years. Hamner holds the Series 66 designation and is based in Gonzales, Louisiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Andrew Scholl is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where he has been employed since 2002. He provides expertise in areas including education planning, employee benefits planning, family wealth management strategies, defined benefit plan services, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a bachelor's degree in finance from Marquette University in Milwaukee, WI, and graduated from Catholic High School in Baton Rouge, LA. Andrew is a Personal Investment Advisor (PIA). He resides in Baton Rouge with his wife, Caroline, and their three daughters, Lillian, Victoria, and Suzanna. His personal interests include chess, hunting, skiing, and traveling.

Joseph Muniz Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Cetera Advisors LLC and OneAmerica Securities, Inc., among others. He is involved in organizing a fundraising golf tournament as a director of Patriots of Scholars. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by a large nationwide network of advisors.

Taylor Sullivan is a financial advisor at LPL Financial with Series 65 and Series 63 licenses. Based in Baton Rouge, LA, Taylor has experience working at Bank of St. Francisville and Postlethwaite & Netterville CPA Firm before joining LPL Financial in 2026. Taylor’s industry experience is emerging, having transitioned from full-time education in 2021. 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 broad range of advisory and brokerage services, including access to model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools.

Jonathan Pardue is a Series 66-licensed financial advisor with J.P. Morgan Securities in Baton Rouge, Louisiana, and has 11 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach. The firm offers these services on a non-discretionary basis, with clients maintaining final decision-making authority.

Anthony Charles is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to his current role, he was involved in operating Gemilli's Pop-Up Restaurant for six years. 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 team of Wealth Advisors.

Chad David is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has been associated with Merrill Lynch since 1990, with a break between 2008 and 2015, and currently serves clients across the country by providing strategic financial guidance. Chad specializes in supporting high-net-worth retirees, business executives, individuals in the oil and gas industry, entrepreneurs, and their families. His services focus on helping clients navigate complex financial situations, managing asset growth, preservation, and transfer, as well as addressing retirement planning and executive compensation strategies. Chad holds the Personal Investment Advisor (PIA) designation and maintains several FINRA registrations, including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65, along with Life and Health Insurance Licenses. He earned his Bachelor’s degree in Finance from Louisiana State University. Throughout his career, Chad has also served on the boards of various organizations, including CCLA and St. Jude Catholic School. He lives in Baton Rouge with his wife, Amy, and their six children. Outside of work, Chad enjoys playing golf and football, wine tasting, cooking, and is involved in community service as an usher at Sacred Heart Church.

John Brown is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2022, he worked at the University of Mississippi for six years. 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, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Shaun Burns is a Series 66-licensed financial advisor with Wells Fargo Advisors in Baton Rouge, LA, and has 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Burns serves as president of the Lakes at Highland Homeowners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

James Reiss III is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 19 years of industry experience. His prior roles include positions at First Horizon Advisors, Iberia Wealth Advisors, Southern Wealth Securities, and Johnson Rice & Company L.L.C. 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 portfolio programs, and access to third-party asset managers.

Ira Feld is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include a decade at Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions while leveraging research from Wells Fargo Investment Institute and third-party sources.