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.

Michael Mayeux is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015, following prior roles at Capital One Financial Advisors. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory tools.

John Rosenstern is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analytics.

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.