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.

Mills Mc Clendon serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he focuses on providing financial advice to individuals, families, and businesses, developing customized plans that prioritize each client's unique needs and goals. Mills has three years of experience in the financial industry and specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Mills earned a bachelor's degree from Millsaps College in Jackson, MS, where he graduated Cum Laude with concentrations in Finance, Entrepreneurship, and Global Business Studies. Outside of work, Mills enjoys golfing, hunting, music, tennis, volleyball, and spending time with his family in Baton Rouge.

Christopher Choate is a CFP® with 22 years of industry experience, all with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greenwell Springs, LA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Hurtt is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2021, she worked at The Bone and Joint Clinic of Baton Rouge, Snelling Employment LLC, and Walt Disney World Parks and Resorts. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Dixon Mcmakin is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Geneos Wealth Management and currently operates Altus Wealth Management. Outside of financial advising, Mcmakin is the owner and manager of The McMakin Law Firm LLC, serves as a play-by-play announcer for Baton Rouge sports on CHS Radio, is a notary public, holds a political office in the state of Louisiana, and works as corporate counsel for Axios Industrial Group. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives who utilize various investment strategies alongside advanced operational and research tools.

Donald Brooks is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he receives inherited royalties from mineral rights in Baton Rouge, LA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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.

Lori Dicharry is a Series 66-licensed financial advisor with UBS Financial Services in Baton Rouge, LA, with nine years of industry experience. She worked at Merrill from 2014 to 2020 before joining UBS, where she has been advising clients since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research, model-based asset allocations, and a combination of wealth management and institutional trading capabilities.

Margaret Martinez is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2017. Outside of her advisory role, she is a notary public for the state of Louisiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by comprehensive research and a range of portfolio management styles.