Thomas Barrett IV is a CFP® and ChFC® at Edward Jones with four years of industry experience. He previously worked for Foxy's Ascension for seven years. Outside of finance, he owns Barrett Fitness Concepts, a personal training and gym business in Baton Rouge, LA. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Green is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, and Morgan Stanley Private Bank. Outside of advisory services, he worked at Cajun Brewing in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of financial services.

John Zimek is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at Senior Shield LLC, Elevate Health LLC, Call-Health LLC, and Gilsbar LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated insurance and lending services.

Shannon Bernard is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Bernard is involved in the sale of non-investment products, including loan products through Primerica Mortgage, LLC, and home security and automation referrals via Primerica Client Services, Inc. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing.

Traci Taylor is a Financial Advisor at UBS Financial Services with 21 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 1990. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Mason Ibert is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Hancock Whitney Bank, Cetera Investment Services, and Morgan Stanley. He is also involved with Altus Benefit Solutions in a non-variable insurance producer capacity. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Brennan Simoneaux is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes service in the United States Marine Corps and a role at ClearDefense Pest Control. He is also affiliated with Southeastern Louisiana University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Tamila Jenkins is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and has been with UBS since 2010. Based in Baton Rouge, LA, she focuses on delivering financial services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

Samantha Frasier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at various Cetera entities since 2022 and previously held roles at Hancock Whitney Investment Services and Hancock/Whitney Bank from 2016 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating across various program structures and custodial relationships.

Torie Christen is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with three years of industry experience. Their career has been wholly spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Boudreau Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory work, he serves on the Board of Directors of the Baton Rouge Bicycle Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Brandon Chagnard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for a decade. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Brett May is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors of the Baton Rouge Ancient Athlete Society. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and uses a centralized service team to provide ongoing advice.

Michael Patterson is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Baton Rouge, LA. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he is involved with LDF Insurance Agency, which sells life, health, disability, and long-term care insurance. 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 a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its extensive network of investment adviser representatives.

Dana Barrett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Financial and Foresters Advisory Services from 1988 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management approaches and serves over 10,000 advisors managing approximately $256 billion in assets.

Pama Barber is a financial advisor at Edward Jones in Baton Rouge, LA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she manages a rental property in Hartford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Peter Bush is a CFP® with 35 years of industry experience, currently serving as a financial advisor with Cetera. His prior roles include positions at Horizon Wealth Management and HFG Holdings. Outside of advisory work, he is an author and content creator involved with Horizon Media, producing books, podcasts, and videos. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options spanning automated allocations to bespoke strategies.

Julieta Smith is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Preferred Capital Securities, Invesco Advisers, Voya Investment Management, Truist Investment Services, and Wells Fargo Clearing. Outside of her advisory work, she is an indie author with a home-based business called House of Seven Literature. 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, model portfolios, third-party asset management, and institutional platforms.

Martin Navarro is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. In addition to his advisory role, Navarro is a CPA and operates a tax preparation business, Navarro Tax Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Sheets is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and features a large nationwide network of advisors and branch offices.