Preston Stafford is a financial advisor with LPL Financial based in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Kestra Advisory Services LLC and Kestra Investment Services LLC, as well as held positions in academic institutions including the University of Louisiana at Lafayette and Louisiana State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of advisors and a variety of technological tools.

George Popov is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011 and also operates GP Interests, Inc, doing business as Liberty Tax Service since 2008. In addition to his advisory work, he is involved in tax preparation and accounting services through his related business activities. 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 portfolios, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Debbie Lumpkin is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Advisors since 2009. She is based in Baton Rouge, LA, and holds Series 63 and Series 65 licenses. Outside her advisory role, she owns and operates The Lumpkin Group LLC and serves as trustee for The Lumpkin Group 401K. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.

Kelli Frederick is a financial advisor with Cetera, holding a Series 63 credential and bringing 25 years of industry experience. Prior to joining Cetera in 2022, she spent 19 years at Hancock Bank and Hancock Investment Services. Outside of her advisory work, she owns and operates a photo booth rental business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a variety of portfolio management and financial consulting services through a large network of independent advisors.

Kyle Robichaux is a financial advisor with Edward Jones in Plaquemine, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a co-signer for a childcare business in Gonzales, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Dustin Berry is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates directly with clients to develop personalized wealth management strategies that align with their individual financial goals and the evolving market environment. He leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to support comprehensive financial planning. Dustin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Louisiana State University System. He is committed to serving the community and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Susan Lang is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of her advisory role, she serves on fundraising committees for the Guardian Day Foundation and Launch Therapy Center, helping to plan and execute community benefit events. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Roger Sullivan is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2017. Sullivan serves as chair of the board for two family foundations, managing their assets and overseeing annual scholarship distributions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and advisory services through a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Thomas Bell is a financial advisor with Stifel in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services from 2006 to 2018 before joining Stifel in 2018. Outside of his advisory role, Bell serves as Treasurer of the Barons of Bacchus, an organization of past presidents of LeCercle de Bacchus, and is President of the Sigma Chi Chapter Advisory Board at Louisiana State University. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services that incorporate proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Brian Berns Jr. is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked in legal roles at Carver Darden Law Firm and LSU Paul M. Hebert Law Center. Raymond James & Associates 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, institutional entities, and municipal organizations, providing tailored financial planning and consulting services supported by comprehensive research and a range of portfolio management strategies.

Spencer Billings is a certified financial planner (CFP®) with 10 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2016 to 2020. He serves on the Board of Directors of the Kenilworth Club in Baton Rouge, LA. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Darrell Ourso is a financial advisor with LPL Financial in St. George, LA, holding a Series 66 designation and 24 years of industry experience. He previously worked at Equitable Advisors for seven years before joining LPL Financial in 2009. Outside of his advisory role, he is a member of TipMasters, a business networking group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing multiple strategies and technology tools to support its network of over 22,800 advisors.

Nikolas Mc Whirter is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Hancock/Whitney Investment Services and Cetera. Outside of finance, he is involved in a laser engraving business he co-owns with his wife and is a partner in a real estate venture. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Rita Lessard is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 designation and 24 years of industry experience. She worked at Morgan Stanley from 2010 to 2017 before joining Wells Fargo Advisors, where she has been since 2017. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Lance Hopkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1999, he has assisted clients in developing comprehensive wealth management strategies that focus on financial planning, strategic asset allocation, and risk budgeting. Lance works closely with clients to structure plans that address goal achievement and effective risk management, specializing in legacy planning, personal retirement planning, and retirement income. Lance earned a bachelor's degree in accounting from The University of Louisiana at Lafayette. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is also a Personal Investment Advisor (PIA). Outside of his professional role, Lance enjoys fishing, hunting, and spending time with his wife Mandi and their two daughters, Ryley and Reese.

James Moffitt is a financial advisor at LPL Financial in Baton Rouge, LA, with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2019, including prior roles at Altus Wealth Management and Geneos Wealth Management. Outside of his advisory work, he is involved in training athletes in sports performance through Traction Sports Performance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves 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, third-party asset management access, and institutional platforms, supported by various operational and research tools.

Jacob Simms is a financial advisor at Ameriprise in Baton Rouge, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Turner Industries and held positions at the University of Louisiana at Lafayette and Louisiana State University. 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 retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Eric Mitchen is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with Raymond James Financial. His career includes roles at Avantax Advisory Services and Raymond James, where he has worked since 2009 in various capacities. Outside of his advisory role, he serves as Treasurer for the University Laboratory Cub Club, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers non-discretionary, tailored investment consulting using advanced analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.

Lisa Westmoreland is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2013. Outside of her advisory work, she manages a rental property business in Baton Rouge, Louisiana. Raymond James & Associates serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a variety of portfolio management styles supported by in-house research and model options, with a focus on non-discretionary advisory relationships.

Ashley Belcher is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to her current role, she held positions at the Vascular Specialty Center and Currie Boutique, and attended Louisiana State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.