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.

Gerald Marchand is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2000. Outside of his advisory role, he manages a family partnership established for wealth transfer purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Grant Myers is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 designations and 29 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Blackrock Investments, LLC for six years. Outside of his advisory role, he is a part owner of a Mardi Gras float used in two events annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Angelique Manne is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank before joining Morgan Stanley in 2016. Manne serves on the boards of St. George Catholic Church, Capital Area United Way - Women United, and St. Joseph's Academy, contributing to community and educational organizations. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutions, employing structured financial planning tools and broad investment services while managing approximately $2.74 trillion in client assets.

Colby Barnett is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and holds compliance director roles at multiple affiliated entities. Barnett also serves as a board member for his local homeowners association. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Tex Morris is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a part owner of a family land management business in Abbeville, LA. 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 and investment strategies, supported by a large national network of advisors and branch offices.

Adam Karrigan is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, including a prior role at the Louisiana State University Department of Economics. He serves on the Board of Directors of the Financial Planning Association Louisiana and is Treasurer for Forum 225. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Roy Issa is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at New York Life, Guardian Life Insurance, and Park Avenue Securities. Outside of financial services, he is involved with Family Coffee Co. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Heather Krause is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory work, she is involved with BNI Business Boomers in Denham Springs, LA, conducting interviews for new applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Riche Jr. is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, with a financial planning process that uses structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate strategies.

Semmes White is a CFP® designated financial advisor with nine years of experience at Edward Jones, where he has worked since 2014 with a brief interlude at KPMG LLP. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing family rental businesses and organizes bookkeeping for several real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment solutions under a fiduciary standard and supports a large network of advisors and branch offices across the United States.

Charlotte Willis is a financial advisor with Edward Jones in Port Allen, Louisiana, holding Series 63 and Series 66 licenses and having 31 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1993. Outside of her advisory role, she is a partner in Willis Family LLC, involved in real estate holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

Robert Hodgson is a Series 66-credentialed financial advisor with eight years of industry experience, currently serving clients at Edward Jones in Baton Rouge, LA since 2018. Prior to joining Edward Jones, he worked for two years at Draeger. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets and offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.