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.

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.

Jeramie Anderson is a financial advisor at Edward Jones in Baton Rouge, LA, with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he was involved in several businesses, including owning Project Pro Handyman and Home Improvement and coaching at Elevate Strength and Fitness. He also served in the Louisiana Army National Guard for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Bonnie Leerkes is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 27 years of industry experience. She has worked at her current firm since 2017 and previously spent 15 years with Metlife Securities Inc. Outside of her advisory role, she manages a rental property in Orange Beach, California. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved technology to develop customized recommendations.

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.

Joyce Chustz is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2013 and also has experience in rental real estate since 2015. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

Sondra Robbins is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera and Cetera Investment Services LLC since 2022. Robbins also has a long tenure with Hancock Bank dating back to 2012. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

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.

Jordan Chauvin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2015 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Jordan utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients' financial needs. He specializes in serving high-net-worth individuals and families by providing personalized financial strategies that focus on family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Jordan works closely with clients to develop tailored strategies aimed at building, managing, and preserving wealth for current and future generations. Jordan earned his bachelor's degree in business from the E.J. Ourso College of Business at Louisiana State University. He enjoys biking, cooking, fishing, golfing, hunting, music, running, tennis, and spending time with his family.

Melissa Robinson is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Robinson is based in Baton Rouge, LA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and employer SIMPLE IRA consulting.

Richard Mitchen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the PFS™ and Series 63 designations and bringing 43 years of industry experience. He previously worked at Avantax Insurance Agency, LLC, Avantax Investment Services, Inc., and Avantax Advisory Services for seven years. Outside of advisory work, he is president of Mitchen Wealth Management, a financial planning firm he has owned since 1983, and he manages a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Timothy Hunter is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports delivered in partnership with clients’ advisors.