Scott Burns is a financial advisor at Wells Fargo Advisors with a Series 66 credential. He has been with the firm since 2024 and has a background in academia, serving as an Associate Professor of Economics at Southeastern Louisiana University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Renee Mccoy is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2008 and also worked at Bank of America, N.A. starting in 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaitlyn Braud is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Her prior roles include one year at Northwestern Mutual and several years at Archbishop Chapelle High School before entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Reynolds is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2013 and 2014, respectively. Outside of finance, he is the sole proprietor of Rosle And the Swingin Riveters, a business based in Denham Springs, IA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and utilizes third-party asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Amy Andrews is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Andrews serves as a committee member on the Parish Finance Committee at St. Jean Vianney Catholic Church. Raymond James & Associates, Inc. is a large, dually registered 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Leonard Bernard Jr. is a CFP® professional with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Prairieville, LA. Outside of his advisory role, he is involved in managing several LLCs related to office expenses and residential rental property. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, written recommendations through a centralized consulting team.

Chad Kannady is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2018, including roles at Cetera Investment Services LLC and Hancock Whitney Investment Services, Inc., as well as a concurrent 26-year service with the Kansas Army National Guard as a counterintelligence special agent. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual and institutional clients with a range of portfolio management and financial planning services. The firm supports advisors with flexible program options, including model portfolios, third-party manager selections, and bespoke strategies.

Jonathan Prestridge is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and Hays Breard Financial Group and has operated his own tax preparation business, Prestridge Tax Solutions, since 2013. His background includes roles at Concourse Financial Group Securities Inc and managing his own advisory practices, including Benchmark Wealth Advisory and Prestridge Financial Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets across over 10,000 advisors.

John Stewart is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 35 years of industry experience. He previously worked at Geneos Wealth Management and has been associated with Altus Wealth Management since 2012. 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 portfolio programs, and institutional platforms, utilizing tools such as machine learning to support advisors.

Lester Lee Jr. is a CFP® with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC for 22 years. In addition to his advisory role, he acts as an independent insurance agent specializing in life, health, and fixed annuity policies. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs.

Ashley Peck is a financial advisor with Primerica Advisors in Baton Rouge, LA. She holds Series 65 and Series 63 licenses and has been associated with Primerica since 2010, including her current role beginning in 2026. Prior to her advisory position, she worked in various roles at the Regional Transit Authority, Walmart, and Autonation. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

Rhonda Loy is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Merrill from 1994 to 2017 and has been with Morgan Stanley since 2017, including time at Morgan Stanley Private Bank. Outside of her advisory role, she is involved in real estate through ownership and partnership in property management entities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad suite of investment offerings to support its clients.

Malcolm Wall is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized financial plans that align with their individual goals and priorities. His work involves assisting clients with funding education, preparing for retirement and potential health care expenses, and creating strategies to achieve long-term family objectives. Malcolm holds a Bachelor's Degree from the Louisiana State University System. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Gary Smith is a CFA® charterholder based in Baton Rouge, LA, with 39 years of industry experience. He has worked at Raymond James & Associates since 2013. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Spencer Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he held positions in electrical distribution and aviation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Hardie is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he engages in the sale of fixed insurance. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Marino Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 19 years of industry experience. He previously worked at LPL Financial for 12 years before joining Ameriprise in 2019. Marino serves as President on the Board of Directors for Associated Investors, Inc. and is a co-owner of S J Marino Enterprises, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies. Their approach includes a centralized service team that collaborates with advisors to provide written recommendation reports and ongoing advice.

Bingham Boudreaux is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at The Prudential Insurance Company of America since 2003. 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 emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Stephanie Campo is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 designation. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joy Stoneham is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been active in the financial industry since 1994, focusing on financial strategies tailored for individuals, families, and businesses. Joy holds a bachelor's degree in Finance from Northeast Louisiana University. She also 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). In addition to her advisory work, she is a published financial columnist. Joy resides in Baton Rouge with her husband, Scott, and her son, Carter. Her professional approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.