Margaret Martinez is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2017. Outside of her advisory role, she is a notary public for the state of Louisiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by comprehensive research and a range of portfolio management styles.

George Thompson III is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Thompson Coaching and The Winners LLC, where he served as an instructor and facilitator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a variety of institutional platforms.

Robyn Richards is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to that, she was with J.P. Morgan Securities and JPMorgan Chase Bank NA from 2008 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Babb is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2015 and is also involved part-time as a bookkeeper at Live Oak Pharmacy. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nancy Matthias is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2013 and owns Infinity Financial Group LLC. Outside of her advisory work, she owns an Etsy store selling paintings and craft products and conducts educational sessions focused on financial independence for women. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Henry Messinger is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to this, he worked at Messinger & Associates and held roles at Louisiana Tech University and the University of Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eric Roberts is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 25 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Pathway Planning Group. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Maria Landry is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of her advisory work, she co-owns a small bookkeeping business related to marine propeller repair with her spouse. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, delivering services through a network of financial advisors.

Leo Sanchez III is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he has a private investment in a therapeutic cosmetics business, Cutagenesis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and diverse portfolio management options.

Dylan Rhodus is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017, following a year at AXA Advisors, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Price is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial in Baton Rouge, LA, where he has worked since 2019. Prior to LPL, he held positions at several firms including Harbor Financial Services, Mutual Securities, and Raymond James Financial Services. Outside of his advisory work, Price serves on the board of Veritas Counseling Center, a nonprofit organization, and hosts a local sports podcast. 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, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.

Jackson Wall is a Financial Advisor at Merrill Lynch Wealth Management. He holds a High School Diploma from Catholic High School and a Bachelor's Degree from Louisiana State University. Further details regarding his professional experience, areas of expertise, or personal interests have not been provided.

Nicole Fawley is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley for a total of 15 years. Outside of her advisory role, she is involved in the Lee Michaels Holiday Red Box Campaign in Baton Rouge. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Robert Woosley is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory work, he teaches graduate and undergraduate courses in personal finance at Louisiana State University and Southern University, where he has been on the faculty since the 1990s. He also serves on the board of Pyranha Inc., a manufacturing company based in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and its Estate Planning Strategies Group.

Thomas Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise 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 primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Creston Pickell is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goldman Sachs for one year and attended Louisiana State University. He serves as treasurer and board member of the Arts Council of Greater Baton Rouge, a nonprofit organization promoting cultural and economic development through the arts. J.P. Morgan Securities LLC 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.

Samuel Hughes is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. He previously worked at Louisiana State University and Mississippi College, as well as Denham Springs High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and firm research.

Richard Pipes Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gloria Hoggatt is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

John Nordan III is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Northwestern Mutual Wealth Management Company and Pruco Securities, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.