John Spurlock is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Heritage Broncos LLC, a business focused on restoring classic Ford Broncos. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and additional fiduciary services.

John Pounders is a CFP® with 13 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with its related entities since 2013. He also works with Financial Service Corp. of Baton Rouge in a support role related to payroll. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goals-based approach utilizing risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Terence Ginn is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2001. He holds multiple professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Terence applies his expertise to assist clients in addressing various aspects of their financial lives, including investments, liabilities, estate planning, cash management, and business financing needs. Terence’s focus areas include legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income planning. His service approach emphasizes communication, goal tracking, portfolio management, and personalized advice. He works with retirees, pre-retirees, and goal-oriented families and individuals to develop wealth-building strategies and company retirement plan management using goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined asset allocation and rebalancing. Terence holds a bachelor’s degree from Louisiana State University and earned an MBA from Southeastern Louisiana University. He lives in Baton Rouge with his wife, Kim, and their two sons. Outside of work, Terence enjoys outdoor activities such as hiking and kayaking, adventure sports, biking, camping, football, golfing, running including marathons, traveling, and spending time with his family.

Chantal Blanchard is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with LPL Financial since 2021 and previously spent over a decade at Altus Wealth Management and Geneos Wealth Management. Outside of advising, she is involved with SoloOps Solutions, LLC, providing operational support, and FPS Consulting Group LLC as an administrative assistant. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms that include strategic, tactical, and alternative investment allocations.

John Stuart is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Scotia Capital (USA) Inc. and Stonehenge Capital Company. He serves as treasurer and board member for GaitWay Therapeutic Horsemanship and is also a board member for The Emerge Foundation, both nonprofit organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Breaux Nader is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Baton Rouge, LA since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. Outside of his advisory role, Nader is involved as an actor in a Hulu reality series and serves on the advisory board of Mary and Pip Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to deliver recommendations through meetings and client summary letters.

Brad Mathews is a CFP® professional with 21 years of experience, currently serving with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank NA since 2016 and at JPMorgan Securities LLC since 2013. He serves as a board member of the Baton Rouge Symphony Orchestra and participates on its finance committee. 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 applying an ESG eligibility framework in its recommendations.

Ricky Ferrara is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2003. 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, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.

Alicia Courville is a financial advisor with Merrill in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2015 and more recently joined Bank of America, N.A. in 2026. Outside of finance, she owns and operates a retail and arts and crafts business called Mimi’s Closet. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tyler Juneau is a CFP®-certified financial advisor with Edward Jones in Baton Rouge, LA, bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing several real estate-related LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Jeffery Bordelon is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and at MassMutual Life Insurance Company since 2019. In addition to his advisory role, he owns Bordelon Benefits Group LLC, which provides group life, health, and supplemental insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

Jeremy Billings is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and began his career with Ameriprise in 2024. Prior to that, he worked in various roles across multiple companies including Arcco Power Systems and Better Pumps and Solutions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations tailored to clients’ financial situations.

Marguerite Moisio is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and 20 years of industry experience. Her prior roles include positions at Cetera, First Horizon Bank, and Hancock Bank. She serves as a board member and governance committee chair for Raintree Children's Services, president of the board for Young Audiences of Louisiana, and a board member at large for Young Audiences Arts for Learning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Savoie is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves on the board of a family-owned sugar production and refining business and is involved in agricultural and investment-related activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jared Mire is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has been with Cetera since 2019 and has also worked with Foresters Financial Services since 2004. Outside of his advisory role, Mire serves as the head coach for the PARDS Soccer Club, managing team practices and organizing games. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs supported by over 10,000 advisors and managing more than $256 billion in assets.

Henry Andrews is a CFP® professional with 19 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 12 years at J.P. Morgan Securities. He is based in Baton Rouge, LA. Raymond James & Associates serves a broad client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm delivers tailored financial planning and non-discretionary investment consulting, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jeffrey Ponson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes prior roles at Mass Mutual Investors Services, Guardian Life, and earlier tenure at LPL Financial. He is also president of Jeff Ponson Financial Services, a firm involved in non-variable insurance and property and casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jason Fontane is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by extensive research and a wide range of portfolio management options.

Christie Ollar is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2022, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2022, and she has a background that includes four years at Sprint. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Evans is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Evans serves on the finance committee of Jefferson United Methodist Church and participates in pension and health benefits oversight for the Louisiana Annual Conference of the Methodist Church. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools alongside professional oversight to generate personalized retirement income recommendations.