David Shirley is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, leveraging his expertise in investment strategies and wealth management. David holds the professional designation of Personal Investment Advisor (PIA). He earned his bachelor's degree from the Louisiana State University System. His background and credentials support his work in helping clients achieve their financial goals through tailored investment solutions.

Martin Delaureal Jr. is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at First Horizon Advisors, Scotia Capital (USA) Inc, and Infinex Investments, Inc. He also serves as Head of Wealth Management and Private Banking at First Horizon Bank. 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, supporting its network of over 22,800 advisors with a diverse set of investment options and advisor-focused research tools.

Joseph Smith is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 63 designation and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He owns and operates ProView Wealth Management, an investment-related business in Baton Rouge. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that cover a broad range of client needs including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis.

Tessa Gautreaux is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Samuel Lavigne Jr. is a CFP® professional with nine years of experience in financial advising, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Golf Club of Oklahoma from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Nicholas Franco is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Bank of America, Merrill, and Wells Fargo Clearing Services. He is also the owner of Franco Wealth Management, LLC, a wealth management firm based in Baton Rouge. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

June Lyle is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. Outside of advisory services, she is involved in sales of loan products and home security referrals through affiliated companies and owns June S. Lyle, LLC for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Danielle Creppel is a Series 66-licensed financial advisor at Merrill with 17 years of industry experience. She has been with Merrill Lynch since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Daigle is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 license and over 32 years of industry experience. He previously worked at Geneos Wealth Management and has maintained involvement with Altus Wealth Management since 2012. Daigle is also engaged with several business entities related to tax and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, utilizing a variety of investment strategies and advisor support tools.

Matthew Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2024, he spent 18 years at Ameriprise Financial Services, Inc. He is involved in a separate business entity, MLEdwards LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives employing various strategies and research tools.

Paul Ortego is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized financial strategies that align with their individual goals and the dynamic nature of market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Paul holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Louisiana State University. He is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of service in the communities it serves.

Shawn Loy is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill Lynch Pierce Fenner & Smith Inc., Bank of America, N.A., and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in real estate ventures as a proprietor and partner in entities engaged in property management and rental activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and advanced modeling techniques.

Michael Boagni is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Bank of America, NA. He serves as a board member of the Regency Towers Condo Association in Destin, Florida, where he attends meetings and helps set guidelines and expectations for property management. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. Advisors at the firm develop tailored recommendations using Wells Fargo research and planning tools, delivering those through meetings and client summary letters.

Joshua Bloom is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, he is a partial owner of Gadol, LLC, where he participates in decisions related to property acquisitions, upgrades, and tenant management. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ryan Malone is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this role since joining the firm in 1999. Ryan specializes in providing financial planning and investment management services. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Ryan earned a bachelor’s degree in finance from Louisiana State University in 1998, following his graduation from Baton Rouge High School. Ryan resides in Baton Rouge with his wife, Erica, and their three children. He enjoys traveling, fishing, and spending time with his family.

Angela Denham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and LPL Financial Corporation. Outside of her advisory role, she is a director of Angela Denham Wealth Management, a real estate-related business based in Los Angeles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Weimar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in connecting clients with tailored financial plans and processes to support their unique ambitions. His approach focuses on helping clients plan for key personal objectives, including funding education, securing retirement lifestyles, addressing potential healthcare costs, and creating long-term family financial strategies. William holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the Louisiana State University System. He emphasizes integrating all aspects of a client's financial life to prioritize and pursue their most important goals.

Dannie Cox is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2019, Cox worked at First Command Financial Planning and also served as a substitute teacher for the Caddo Parish School Board. Cox is a member of the board of directors for Valor Gymnastics/Valor Strong Foundation. Cetera Investment Advisers LLC is a national SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Brian Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2023, previously holding roles at Equitable Advisors, Target, Food Lion, and as a student at Towson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate investors. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Amanda Rothrock is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 after earning a Bachelor’s degree in Finance from Louisiana State University. Amanda holds several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Amanda has been a CFP professional since 2003 and earned the CIMA designation in 2007 through the Investments & Wealth Institute at the University of Pennsylvania’s Wharton School. She manages client portfolios using a variety of strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Amanda resides in Baton Rouge, Louisiana.