Patrick Amie is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His work history includes roles at Hancock Whitney Bank, Valic Financial Advisors, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Rebecca Hinton is a Financial Advisor at Merrill Lynch Wealth Management. She serves high-net-worth individuals, their families, and their businesses, focusing on strategies to help them achieve both short-term and long-term financial goals. Her approach to wealth management is consultative and personalized, emphasizing the importance of aligning financial plans with clients' unique ambitions. Rebecca holds a Bachelor's Degree from Louisiana Tech University and a Juris Doctorate Degree from the Louisiana State University System. She holds the designation of Personal Investment Advisor (PIA) and is a member of the Estate and Business Planning Council of Baton Rouge. Outside of her professional role, Rebecca is involved in the community through her participation in Elan Cotillion.

David Weinstein is a financial advisor with Wells Fargo Clearing in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent nine years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, Weinstein is involved in multiple real estate investment and development ventures, as well as ownership in aviation-related businesses. 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 combines research-driven investment strategies with a broad offering of brokerage and advisory solutions.

Ciara Gibbs is a financial advisor with Equitable Advisors holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Equitable Advisors in 2020, she held roles with Waitr, the Chamber of Commerce, and was involved with both the Boy Scouts and Girl Scouts councils. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing a range of investment products and third-party advisory platforms.

Christen Davis is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services, Merrill, and Bank of America. Outside of finance, she has experience in gymnastics through a role at Summit Gymnastics. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Eric Hebert is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Hancock/Whitney Bank and SWBC Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers various portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary strategies across multiple program structures.

Alexis Carrasquel is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Alexis has been associated with Gladstone Wealth Partners and Bon Vue Wealth Management. Outside of finance, Alexis has been involved with the East Baton Rouge Public Library and local schools in Zachary, Louisiana. 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, third-party asset management, and institutional platforms.

Thomas Piland is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has worked at Merrill Lynch since 2004 and Bank of America since 2011. Outside of his advisory role, he owned and managed a public accounting firm in Baton Rouge until 2005 and participates in his local church’s offertory collection count team. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Randazzo Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides clients with research-based investment strategies tailored to their goals and risk tolerances.

Savannah Kelleher is a Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry with two years at UBS Financial Services before joining Merrill in 2015. Savannah is part of the Davis Wealth Management Group, which focuses on working closely with individuals and families, as well as institutional and non-profit clients, to help achieve their financial goals. Her areas of focus include college education planning, personal retirement planning, women and wealth, and tax minimization. Savannah is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the Louisiana State University System and a High School Diploma from St Joseph's Academy. Beyond her professional work, Savannah participates in community activities, including involvement with the Mary Bird Perkins Cancer Center. She volunteers with organizations such as the Mary Bird Perkins Echo Alliance, Susan G. Komen Race for the Cure, and Yelp Animal Rescue. Her personal interests include boating, fishing, football, genealogy, hunting, interior decorating, skiing, soccer, spending time with family, and traveling.

Claire Mcvea is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and was involved with the LSU Alumni Association for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Thomas Barrett IV is a CFP® and ChFC® at Edward Jones with four years of industry experience. He previously worked for Foxy's Ascension for seven years. Outside of finance, he owns Barrett Fitness Concepts, a personal training and gym business in Baton Rouge, LA. 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.

Austin Green is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, and Morgan Stanley Private Bank. Outside of advisory services, he worked at Cajun Brewing in 2018. 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 institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of financial services.

John Zimek is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at Senior Shield LLC, Elevate Health LLC, Call-Health LLC, and Gilsbar LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated insurance and lending services.

Richard Hinton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2007. Richard is a second generation Financial Advisor who focuses on developing strategies for high-net-worth individuals, their families, and their businesses to help them meet their short- and long-term financial goals. Richard holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation awarded by The National Association of Plan Advisors (NAPA), the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. He earned a Bachelor of Science degree in Accounting from Louisiana Tech University in 2002. He follows the Merrill tradition of community involvement and volunteers by coaching sports for his children and their friends. Outside of his professional work, Richard enjoys spending time with his family, playing tennis and volleyball, and traveling.

Shannon Bernard is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Bernard is involved in the sale of non-investment products, including loan products through Primerica Mortgage, LLC, and home security and automation referrals via Primerica Client Services, Inc. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing.

Stephen Taylor is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Taylor has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Traci Taylor is a Financial Advisor at UBS Financial Services with 21 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 1990. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Jerold Matherne is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage and investment management capabilities.

Mason Ibert is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Hancock Whitney Bank, Cetera Investment Services, and Morgan Stanley. He is also involved with Altus Benefit Solutions in a non-variable insurance producer capacity. 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, and institutional platforms, supported by advanced operational and research tools.