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.

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.

Gregory Fulcher is a financial advisor with Ameriprise who holds the Series 66 designation and has 29 years of industry experience. He has been with Ameriprise since 2005 and also has a longstanding role at Bergeron & Lanaux, CPAs. Outside of advising, he owns several small businesses including a candy and baked goods company and serves on the board of directors for WealthPromise, Inc., a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm employs a centralized service team and uses proprietary research and third-party data to support its recommendations within a defined investment universe.

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.

Mark Gibson is a financial advisor with Primerica Advisors in Covington, LA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory services, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-driven strategies and discretionary separately managed accounts to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation in partnership with BNY Mellon Advisors.

Grant David is a Financial Advisor at Merrill Lynch Wealth Management based in Baton Rouge. He works with young professionals and families to build long-term, tax-efficient wealth using clear, data-driven strategies. His approach includes combining market research, Monte Carlo-style planning, and real-world coaching to simplify decisions related to investing, retirement, and risk management. Grant holds a Bachelor's Degree from Nicholls State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he engages in sports analytics, strength training, and exploring new technology tools, interests that inform the analytical and forward-thinking perspective he offers his clients.

Elizabeth Entenmann is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 after spending 17 years at Morgan Stanley advising private clients in New York City and Baton Rouge. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Her expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, portfolio management services, women and wealth, tax minimization, and retirement income. Elizabeth provides clients with access to services beyond investment management, such as retirement income strategies, next generation education programs, and trust and wealth management strategies. Her investment approach emphasizes reducing downside risk while positioning portfolios to pursue long-term returns, with a particular focus on cash-flow planning and transitioning clients into retirement. Elizabeth holds a Master's degree from Columbia University and a Bachelor's degree from Southern Methodist University. She is involved in the Southern Women Action Network. In her personal life, she is the mother of two daughters and enjoys fishing and diving with her husband in locations including Grand Isle, Louisiana and the Florida Keys.

Jamie Dronet is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, having also worked at JPMorgan Chase Bank, NA since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.