Huang Jun Lee is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, having previously worked at Richards Honda, RCS Synergy Sdn Bhd, Kenanga Investment Bank Bhd, and Iowa State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services such as trust custody and insurance product sales.

Gracen Mouton is a financial advisor at Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation. Mouton has recent experience with several organizations, including Check Creative and Bonton Associates, and an extended period working at Saint Josephs Academy and LSU. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Lindsey Junca is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. Prior to joining Cetera in 2023, she worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Heather Barker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for Westlake Chemical for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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.

Michael Hackler is a CFP®-designated financial advisor with 18 years of industry experience. He is currently associated with LPL Financial and Cornerstone Wealth, LLC, with prior roles at Cetera Advisors, Horizon Financial Group, and his own firm, Hackler Financial, LLC. 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, supported by technology tools and oversight of over $819 billion in discretionary assets.

William Bush is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. He has been associated with Cetera Advisors LLC since 2015 and operates his own video production business alongside his advisory work. Bush is also a co-author and content creator for Horizon Media, a division of Horizon Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Trent Willis is a financial advisor with Edward Jones in Greenwell Springs, LA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Smith Tank and Steel for three years and Claymar Construction for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Terrebonne II is a financial advisor with UBS Financial Services in Baton Rouge, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked as an attorney and held roles in property management and real estate services. He serves as president of the Sigma Phi Epsilon Louisiana Beta Chapter Alumni Board and instructs continuing education courses. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jeremy Robicheaux is a financial advisor with LPL Enterprise LLC in Baton Rouge, LA, holding a ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including previous roles at Edward Jones, New York Life, and Eagle Strategies. He is also involved in managing Coastal Louisiana Insurance, LLC, a property and casualty insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, incorporating portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party managers, and an affiliated insurance agency.

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.

Christopher Reeves is a financial advisor at Edward Jones in Plaquemine, LA, holding CFP® and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an advisory board member and chairman for St. John School in Plaquemine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and solutions, including discretionary and non-discretionary strategies, SMAs, affiliated mutual funds, and tax-efficient services, supported by a large national network of financial advisors and branch offices.

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.