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.

Traylor Brymer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Brymer held roles at Cintas Corporation, the Mid-South Association of Independent Schools, and Belhaven University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Sean Matassa is a financial advisor at Edward Jones in Baton Rouge, LA, holding CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as a cantor for Catholic masses at Our Lady of Mercy Catholic Church and the Franciscan Missionaries of Our Lady. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Rebecca Cowart is a Series 63 licensed financial advisor with 32 years of industry experience. She has been with Primerica Advisors since 1992 and has worked with Primerica Financial Services since 1990. Outside of her advisory role, she engages in part-time sales of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management services that do not extend to institutional pension or profit-sharing plans.

Natalie Koehl is a Series 66-licensed financial advisor with Morgan Stanley in Baton Rouge, LA, bringing 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved with Koehl Consulting, LLC, which focuses on consulting and software development. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling techniques.

Gerald Graves is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at Northwestern Mutual, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Hancock Whitney Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering diverse portfolio management and financial planning services. The firm supports advisors with access to affiliated and third-party managers, various program structures, and custodial relationships.

Robert Burke is a financial professional with Cetera who holds a Series 66 credential and has four years of industry experience. He has been affiliated with Cetera and related entities since 2021. Outside of his advisory role, Burke is a co-author of a book focused on the stages of a Major League Baseball career and serves as a board member for a homeowners association and a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services while providing access to multiple investment managers and program structures.

Joseph Robins is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Postlethwaite & Netteville and AXA Advisors. Outside of his advisory role, he serves as president of J. ROBINS CPA, LLC and The Wealth Collective, and is the treasurer for the Lambda Alpha Chapter of Omega Psi Phi Fraternity Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Kyle Knobloch is a Series 66-registered financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Aegis Hedging Solutions, LLC from 2017 to 2024 and Postlethwaite & Netterville, APAC from 2014 to 2017. He is based in Baton Rouge, LA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to deliver customized recommendations.

Lee Palmer III is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of advising, he manages business expenses for P, B & Associates, LLC. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and Social Security guidance. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.