Jeffrey Ponson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes prior roles at Mass Mutual Investors Services, Guardian Life, and earlier tenure at LPL Financial. He is also president of Jeff Ponson Financial Services, a firm involved in non-variable insurance and property and casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Lisa Pro is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. She has worked within various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a range of clients through discretionary and non-discretionary advisory services, fund advisory, and model portfolios.

Perry Dougherty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in non-variable insurance and operates an insurance agency in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and portfolio management through a variety of strategies and platforms, supported by extensive operational and research tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

James Poche IV is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Arthur J. Gallagher for two years. Outside of his advisory role, he is involved with Jacley LLC, a commercial real estate firm where he serves as a property manager. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Lauren Wells is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds a Series 65 designation and has worked at Financial Engines Advisors from 2016 to the present. Outside of her advisory role, Wells owns and manages a fitness center, Mettle House Gym, in Baton Rouge, Louisiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation across a range of account types.

Cedric Lewis is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education at several high schools in Louisiana from 2012 to 2025. Outside of his advisory role, he is a rideshare driver in Metairie, LA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Lance Cabra is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include 12 years at J.P. Morgan Securities and additional experience at JPMorgan Chase Bank and Edward Jones. 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 and brokerage services, utilizing a variety of portfolio models and investment strategies supported by advanced research tools.

Jill Blair is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. Her prior roles include positions at Morgan Stanley and Merrill Lynch. She serves as a Finance and Investment Committee Member for Holy Family Catholic Church and Holy Family Catholic School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both wrap-fee programs and institutional portfolio management.

Patrick Shreve Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise since 2015. Outside of advising, he is a co-owner of 520 Ventures LLC, a business involved in real estate in St. Gabriel, LA. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Justin Tersteeg is a Certified Financial Planner (CFP®) with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Russ Davis Wholesale and the LSU economic policy and research group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Rickie Johnson is a financial advisor with Equitable Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Johnson serves as Treasurer for the Association Haitienne de Développement Humain, Inc., a community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services.

Kelly Eason is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2007 and also has experience with Bank of America, N.A. since 2023. Merrill, along 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 to individuals, high-net-worth clients, and institutions.

Keri Daniel is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and having 31 years of industry experience. She has worked at LPL Financial since 2012, following prior roles at Hancock Whitney Investment Services Inc. and Cetera Investment Services LLC. 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 and access to model portfolios and third-party asset management solutions.

John Reeder Jr. is a Series 66 licensed financial advisor with over 26 years of industry experience. He is currently with LPL Financial in Baton Rouge, LA, where he has worked since 2021 and previously from 2003 to 2012. Reeder also founded Altus Wealth Management, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

William Poulter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial and its predecessor firm since 2002. Poulter also manages a business that subleases office space to other professionals in Baton Rouge. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through adviser representatives using both proprietary and third-party resources.

Patrick Amie is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His work history includes roles at Hancock Whitney Bank, Valic Financial Advisors, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

David Weinstein is a financial advisor with Wells Fargo Clearing in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent nine years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, Weinstein is involved in multiple real estate investment and development ventures, as well as ownership in aviation-related businesses. 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 combines research-driven investment strategies with a broad offering of brokerage and advisory solutions.

Eric Hebert is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Hancock/Whitney Bank and SWBC Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers various portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary strategies across multiple program structures.

Nicholas Randazzo Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides clients with research-based investment strategies tailored to their goals and risk tolerances.

Claire Mcvea is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and was involved with the LSU Alumni Association for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.