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.

Thomas Scott Jr. is a financial advisor with Edward Jones in Zachary, Louisiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he serves on the Board of Commissioners for the Lane Regional Medical Center and is involved in local community support through a nonprofit football fundraising organization. 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 and provides a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

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.

George Thompson III is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Thompson Coaching and The Winners LLC, where he served as an instructor and facilitator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a variety of institutional platforms.

Robyn Richards is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to that, she was with J.P. Morgan Securities and JPMorgan Chase Bank NA from 2008 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Babb is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2015 and is also involved part-time as a bookkeeper at Live Oak Pharmacy. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nancy Matthias is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2013 and owns Infinity Financial Group LLC. Outside of her advisory work, she owns an Etsy store selling paintings and craft products and conducts educational sessions focused on financial independence for women. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Henry Messinger is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to this, he worked at Messinger & Associates and held roles at Louisiana Tech University and the University of Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Dinah Thomas is a financial advisor with Ameriprise in Prairieville, LA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-assisted advice primarily for assets held in Ameriprise Managed Accounts.

Eric Roberts is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 25 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Pathway Planning Group. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Maria Landry is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of her advisory work, she co-owns a small bookkeeping business related to marine propeller repair with her spouse. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, delivering services through a network of financial advisors.

Leo Sanchez III is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he has a private investment in a therapeutic cosmetics business, Cutagenesis. Raymond James & Associates is a large 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and diverse portfolio management options.