Dylan Rhodus is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017, following a year at AXA Advisors, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Price is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial in Baton Rouge, LA, where he has worked since 2019. Prior to LPL, he held positions at several firms including Harbor Financial Services, Mutual Securities, and Raymond James Financial Services. Outside of his advisory work, Price serves on the board of Veritas Counseling Center, a nonprofit organization, and hosts a local sports podcast. 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, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.

James Dubnansky is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Capital One Financial Advisors for one year. Dubnansky is also involved with Tricoast Wealth Management 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 through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jackson Wall is a Financial Advisor at Merrill Lynch Wealth Management. He holds a High School Diploma from Catholic High School and a Bachelor's Degree from Louisiana State University. Further details regarding his professional experience, areas of expertise, or personal interests have not been provided.

Nicole Fawley is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley for a total of 15 years. Outside of her advisory role, she is involved in the Lee Michaels Holiday Red Box Campaign in Baton Rouge. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Robert Woosley is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory work, he teaches graduate and undergraduate courses in personal finance at Louisiana State University and Southern University, where he has been on the faculty since the 1990s. He also serves on the board of Pyranha Inc., a manufacturing company based in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and its Estate Planning Strategies Group.

Thomas Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Creston Pickell is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goldman Sachs for one year and attended Louisiana State University. He serves as treasurer and board member of the Arts Council of Greater Baton Rouge, a nonprofit organization promoting cultural and economic development through the arts. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Braydon Bergeron is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 license and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Republic Finance LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Samuel Hughes is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. He previously worked at Louisiana State University and Mississippi College, as well as Denham Springs High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and firm research.

David Commander is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a board member of the Ascension Parish District 3 Fire Board in Prairieville, LA. Commander is also listed as president of a rental property partnership and has a non-operational ownership interest in a local healthcare business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Richard Pipes Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gloria Hoggatt is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

John Nordan III is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Northwestern Mutual Wealth Management Company and Pruco Securities, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.

Paula Gandy is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Brandon Worley is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Chase Investment Services Corp. from 2007 to 2010 before joining LPL Financial in 2010. He operates a business under the name Champion Wealth Strategies and has involvement in non-variable insurance sales through outside agencies. 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 advanced research tools and a broad suite of financial products.

Laura Adcock is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and utilizes algorithmic automation to generate personalized retirement income recommendations.

Brandon Pierce is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he operated Brandon's Birdies LLC for seven years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors and utilizes multiple portfolio management approaches across various program structures.

Stephanie Evans is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Bank of America and Merrill since 2011. Outside of her advisory role, she is involved as an infant and child sleep consultant with a family business called Little Dreamer BR. 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, and institutional investors.

John Spurlock is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Heritage Broncos LLC, a business focused on restoring classic Ford Broncos. 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 through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and additional fiduciary services.