Perry Dougherty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in non-variable insurance and operates an insurance agency in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and portfolio management through a variety of strategies and platforms, supported by extensive operational and research tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

James Poche IV is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Arthur J. Gallagher for two years. Outside of his advisory role, he is involved with Jacley LLC, a commercial real estate firm where he serves as a property manager. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Karli Becnel is a Financial Advisor at Merrill Lynch Wealth Management and a member of the TBS Group. She joined Merrill in 2020 and transitioned from various client service roles to her current advisory position. Karli focuses on understanding her clients’ goals and helping them achieve those objectives through personalized financial analysis and ongoing service. Her areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli holds a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Personal Investment Advisor (PIA), and holds Series 7 and 66 FINRA registrations. Additionally, she is licensed in Wisconsin for life and health insurance. Karli is a member of the Financial Occupations Club for University Students and participates in community involvement through the ALS Association. Outside of her professional commitments, Karli enjoys cooking, reading, tennis, and volleyball. Her approach integrates thought leadership and insightful strategies to create actionable financial plans tailored to her clients' risk tolerance, time horizon, liquidity needs, and investment goals.

Cedric Lewis is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education at several high schools in Louisiana from 2012 to 2025. Outside of his advisory role, he is a rideshare driver in Metairie, LA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Joseph Roberts is a financial advisor with OSAIC in Baton Rouge, LA, holding a Series 66 designation and 26 years of industry experience. He worked at Lincoln Financial Advisors for 25 years before joining OSAIC in 2025. Outside of his advisory role, he offers accident, health, disability income, and dental insurance as an agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using various asset-allocation tools and investment strategies tailored to client needs.

Marcelle Soliman is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance and Centaurus Financial Inc. among other firms. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Shelton Mcclain is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of advising, he serves as CFO of Comprehensive Adult Primary Care Clinic, LLC, assisting with financial reports. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of portfolio management tools and access to third-party managers.

Chase Fresina is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James & Associates in 2022, he was involved in the hospitality industry, managing Our Mom's Restaurant & Bar for seven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research resources.

Jill Blair is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. Her prior roles include positions at Morgan Stanley and Merrill Lynch. She serves as a Finance and Investment Committee Member for Holy Family Catholic Church and Holy Family Catholic School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both wrap-fee programs and institutional portfolio management.

Patrick Shreve Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise since 2015. Outside of advising, he is a co-owner of 520 Ventures LLC, a business involved in real estate in St. Gabriel, LA. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Justin Tersteeg is a Certified Financial Planner (CFP®) with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Russ Davis Wholesale and the LSU economic policy and research group. 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 under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Louis Lobue Jr. is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. He has been with Cetera since 2011 and also manages several self-storage and climate control businesses in Baton Rouge, LA. His work history includes founding Lobue Wealth Management, LLC, and prior roles at Twru CPAs & Financial Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Rickie Johnson is a financial advisor with Equitable Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Johnson serves as Treasurer for the Association Haitienne de Développement Humain, Inc., a community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services.

Thomas Traynham is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His prior experience includes roles at LPL Financial, Altus Wealth Management, Guardian Life Insurance Company, and several other firms. Traynham is also involved with Altus Benefit Solutions as a non-variable insurance producer on a part-time basis. 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, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network.

Maci Jackson is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at The Shobe Financial Group and in various roles outside finance, including positions at Celebration Church and Lululemon. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Kelly Eason is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2007 and also has experience with Bank of America, N.A. since 2023. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

John Reeder Jr. is a Series 66 licensed financial advisor with over 26 years of industry experience. He is currently with LPL Financial in Baton Rouge, LA, where he has worked since 2021 and previously from 2003 to 2012. Reeder also founded Altus Wealth Management, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

William Poulter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial and its predecessor firm since 2002. Poulter also manages a business that subleases office space to other professionals in Baton Rouge. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through adviser representatives using both proprietary and third-party resources.

David Robert is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Petersen Investments Inc., Chase Investment Services Corp., and Merrill. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Samuel Chastain is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Raymond James, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, and PIMCO Investments. He is also the owner of CyberKeep Solutions, a cybersecurity firm that provides services to smaller organizations such as schools and clinics. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.