Charles Terrebonne Sr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is involved with Acumen Fiscal Agent, LLC, a company that administers payroll and applications for caregivers of individuals with special needs receiving government benefits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Michel Woods is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services, Foresters Financial Services, and The Prudential Insurance Company of America. Woods has been involved with Beacon Light Baptist Church of Baton Rouge since 2009. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Christopher Boggs is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked at First Allied Securities Inc. and First Allied Advisory Services, and has been with LPL Financial since 2005 in two separate periods. He serves on a scholarship committee affiliated with his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jamie Arostegui is a financial advisor with Primerica Advisors in Denham Springs, LA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Matthew Hubbell is a financial advisor at Osaic Wealth, Inc. based in Baton Rouge, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Osaic, he worked at Arthur J. Gallagher & Co. and LPL Financial. He is also involved in fixed insurance sales and service through his sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Alexis Blackwell is a financial advisor at Ameriprise in Gonzales, LA, holding a Series 66 designation. Blackwell has recently begun a career in the industry with experience starting in 2026 and prior roles across diverse sectors including education and healthcare. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Brian Roberts is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Healthcare Appraisers, Inc. He is also the president and a board member of the Red Stick Fly Fishers club in Baton Rouge, LA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and models to support portfolio construction and management.

Chetwin Carter is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Outside of his advisory role, he serves on the finance committee of St. James Episcopal Church, where he assists with financial decisions related to church ministries and outreach. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jordan Trosclair is a financial advisor with Ameriprise in Prairieville, LA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Jefferson Quarters Homeowners Association and coaches baseball at the Louisiana Baseball Academy. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Collis Temple is a Series 63 licensed financial advisor with Primerica Advisors in Baton Rouge, LA, where he has worked since 2003. He has 22 years of industry experience and briefly worked at Atlas in 2021. Outside of his advisory role, Temple serves as president and director of The Harmony Center, Inc., a nonprofit providing group homes for at-risk youth in Baton Rouge. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Dorothy Gilbert is a CFP® professional with 43 years of experience in the financial services industry. She has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory role, she owns a sole proprietorship focused on addressing clients’ insurance needs, including long-term care and fixed annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and a variety of investment options.

David Field is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 37 years. In addition to his advisory role, he acts as an agent involved in the sale of fixed insurance products, life settlements, and equity-indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to various managed account solutions.

Mikayla Bates is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior positions include roles at The Prudential Insurance Company of America, Northwestern Mutual, and Sigma Financial Corporation. She serves on the board of the North Baton Rouge Chamber of Commerce and regularly speaks on religious topics at various venues. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Keith Leblanc is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera since 2022 and previously spent over two decades with Hancock Whitney Bank and Hancock Investment Services. Outside of his advisory role, he is involved in event planning, gift concierge, and creative writing promotion through his business, SOUTHERNLY SOCIAL LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services across various program structures and custodial relationships.

Patrick Hannie is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Brent Dugas is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation. He has six years of experience in the financial industry, with prior roles at JPMorgan Chase Bank, Regions Bank, First Financial Bank, and First Security Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wilmer Powell III is a financial advisor at OSAIC with 36 years of industry experience. He has worked at OSAIC since 2024 and previously spent ten years at Securities America Advisors and Securities America Inc. Powell is licensed with Series 63 and Series 65 credentials. He is also involved with Powell Financial Services, operating as a fixed insurance and annuity agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by a range of investment platforms, asset-allocation tools, and third-party money managers.

Samuel Robertson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has extensive experience in financial services, having started his career at Merrill Lynch in 2001 following a 20-year career with Exxon Mobil. After a brief departure from the firm in 2008, he rejoined Merrill Lynch in 2015 where he continues to serve clients primarily in the petroleum and chemical industries. Robertson’s approach to financial advising emphasizes understanding clients’ priorities, resources, and goals to develop customized strategies that address various aspects of their financial lives. He focuses on strategic asset allocation and managing investments during the distribution phase of retirement. As a Senior Portfolio Manager, he manages Personalized and Defined Strategies on a discretionary basis, incorporating individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds the Series 7, 31, and 66 FINRA registrations as well as Life and Health Insurance Licenses and the Personal Investment Advisor designation. He earned an Accredited Certificate from Baton Rouge Vocational Technical College. Outside of his professional role, Robertson resides in Greenwell Springs, Louisiana with his wife Michelle. They have two adult children and four grandchildren. His personal interests include hunting, fishing, and following LSU sports. He also volunteers with the Dream Day Foundation, supporting St. Jude Children’s Research Hospital through fundraising and advocacy.

Clifton Mount is a Wealth Management Advisor with expertise in providing consultative financial advisory services to assist clients in accumulating and preserving their wealth. He has over two decades of experience in the financial services industry and utilizes a holistic approach to understand clients' goals and evaluate their unique strengths and weaknesses. Clifton collaborates with a team of specialists to develop personalized financial strategies aimed at helping clients pursue their long-term objectives. His client focus areas include college education planning, personal retirement planning, retirement income, and education planning. Clifton holds a Bachelor's degree in Business Management from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation. Additionally, he possesses brokerage, life, accident and health, and variable annuity insurance licenses. Clifton is dedicated to providing clear guidance and easy-to-understand advice to assist families in achieving financial success. Outside of his professional career, Clifton is involved with the Alpha Tau Omega Fraternity and the Sacred Heart of Jesus Church. His personal interests include biking, football, golfing, music, pickleball, running, and spending time with his family.

Brandon Kershaw is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, LWCC, and Louisiana Housing Corporation. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.