Karen Scurria is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Steven Simoneaux is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Baton Rouge, LA. He has 12 years of industry experience, having worked at JPMorgan Securities LLC and JP Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management in the Baton Rouge office. He provides wealth management services to a diverse client base in South Louisiana, including business owners, professionals, corporate executives, and affluent families. Michael’s practice focuses on comprehensive financial planning, helping clients manage, preserve, and transfer their wealth while addressing investments, liabilities, estate planning, business assets, and financing needs. Michael began his career in the financial services industry in 1986 and joined Merrill Lynch in 2002. He holds the CERTIFIED FINANCIAL PLANNER™ designation and the Personal Investment Advisor (PIA) credential. Michael earned a Bachelor's degree from the University of Florida’s Warrington College of Business, graduating with honors. Outside of his professional work, he enjoys hiking, music, photography, tennis, and woodworking.

William Whittle is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding 18 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation products for Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a tiered wrap-fee structure and active oversight of its investment models.

Ally Jessup is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. Prior to joining Cetera, Jessup held multiple roles at Hancock Whitney Bank from 2018 to 2025. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including access to third-party money managers and bespoke investment strategies.

Thomas Hyde is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. Outside of his advisory role, he has a personal private investment in Cutagenesis. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Cherie Carmena is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 10 years of industry experience. She previously worked at Morgan Stanley for nine years before joining her current firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ray Trosclair is a CFP®-designated financial advisor with Ameriprise in Baton Rouge, LA, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in coaching and mentoring another advisor and is connected to publishing through family-owned companies specializing in children’s books. Ameriprise provides a retirement-income planning service tailored for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

John Mann is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and manages several businesses through various LLCs, including an investment holding company for a private oil well venture. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and fiduciary services.

Earl Breaux is a financial advisor with Cetera, holding over 33 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Lincoln Financial Services Corporation. Outside of his advisory work, he is also an insurance agent and serves occasionally as a notary at no cost to clients. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

John Davis is a Financial Advisor at Merrill Lynch Wealth Management, part of the Davis Wealth Management Group. He joined Merrill in 2024, bringing a decade of professional experience from various fields including logistics and cybersecurity. John is committed to helping clients navigate their financial opportunities and challenges with confidence, providing personalized advice and comprehensive strategies supported by the resources of Merrill and Bank of America. John holds a Bachelor's Degree from Texas Christian University's Neely School of Business. He holds the Personal Investment Advisor (PIA) designation. His expertise enables him to address a broad range of wealth management, investment, retirement, lending, and banking needs. Outside of his professional role, John enjoys cooking, football, golfing, hunting, pickleball, reading, and tennis. He recently relocated to Baton Rouge from Dallas, TX and values building meaningful relationships with his clients to provide tailored financial guidance.

Mary Ewen is a financial advisor at Cetera with 11 years of industry experience. She has held roles at Cetera and its affiliate since 2019 and previously worked at Foresters Financial for five years. She holds the Series 63 and Series 65 designations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing multiple investment strategies and program structures.

Jonathan Donaldson is a CFP®-designated financial advisor with 10 years of industry experience, currently with Cetera in Baton Rouge, LA. He has been associated with Cetera and its related entities since 2016 and also holds a role as a partner at Ascent Behavior Therapy Center. In addition, he serves as an advisor for the Louisiana Sigma Alpha Epsilon fraternity chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporations, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management and financial planning services. The firm supports a wide range of investment options and program structures, managing over $256 billion in assets with more than 10,000 advisors.

Claire Hill is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL, she worked at the Federal Deposit Insurance Corporation and has diverse experience including roles in retail and service industries. Claire is based in Baton Rouge, LA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

James Farrish IV is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA, and also has a background with Sprint. Farrish holds Series 65 and Series 63 licenses and is based in Baton Rouge, LA. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Tyler Meche 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 at PPG and spent four years at McNeese State University. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies primarily through third-party managers and offers financial planning, access to asset managers, and affiliated insurance and trust services.

Douglas Ferrara is a financial advisor at LPL Financial with a Series 66 designation. He has prior work experience at ExxonMobil spanning 12 years before joining LPL Financial. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Andrew Bush is a financial advisor with Cetera, holding a Series 63 credential and bringing 26 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is a member of an LLC that operates a fitness center and serves as a hearing committee member for the Louisiana Attorney Disciplinary Board. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Joseph Brown is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He has held multiple roles within Ameriprise Financial Services and engages in several real estate business ventures, including ownership and management of commercial office properties and real estate in Louisiana, Mississippi, and Alabama. Brown also serves as treasurer on the board of a property management company related to his office space holdings. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning advice through a centralized team and proprietary tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Thomas Meador is a CFP® professional with 36 years of industry experience, currently serving as an advisor at LPL Financial since 2002. Based in Baton Rouge, LA, he holds a Series 63 license. Outside of his advisory role, he is involved with Royal Charters, a boat charter business. 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 a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party strategies.