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.

Anastasia Stanley is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Stanley has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Carmen Torres Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has held positions at Merrill since 2021 and previously worked at OneMain Financial and RK Mehrotra State Farm. Prior to her career in finance, she worked in the restaurant industry and spent time in education. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Kohn is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. Prior to this, he was employed at Capital South Wealth Management and has experience at Genesis Real Estate Advisers LLC and Louisiana State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Sarah Bevinetto is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2013 and 2014, respectively. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Christina Sullivan is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. She has been with Raymond James since 2018 and previously worked at L'auberge Hotel and Casino for three years. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joshua Ebey is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Ameriprise since 2025 and previously spent 18 years at LPL Financial, LLC. He is also the owner of Ebey Financial, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Thomas Waguespack is a Series 66 licensed financial advisor with Morgan Stanley in Baton Rouge, LA, bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has been associated with Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using firm-approved tools and structured discovery conversations.

Lee Starnes is a financial advisor at Edward Jones in Baton Rouge, LA, holding CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a joint member of CASA LEGACY LLC, a real estate business co-owned with his sister. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.