Ann Singleton is a financial advisor at OSAIC with 39 years of industry experience. She holds a Series 63 designation and previously worked at FSC Securities Corporation for 20 years. She operates a sole proprietorship servicing her own investments and is also licensed as an insurance agent providing annuity services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with tools like asset-allocation models, risk assessments, and automated portfolio rebalancing. The firm’s complex corporate structure includes multiple mergers and third-party commercial arrangements, supporting various managed account and advisory platforms.

Cory Ludwick is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on developing comprehensive approaches tailored to clients’ unique financial situations, goals, and values, offering flexibility to adapt to changing market conditions. Cory provides clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America, addressing diverse aspects of their financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Cory holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His education includes a High School Diploma from Seven Rivers Christian, coursework in finance at the University of Arizona Global Campus, and attendance at the University of Central Florida. Cory participates in community service consistent with Merrill's tradition of community involvement. Outside of his professional work, he enjoys baseball, basketball, football, golfing, swimming, and spending time with his family.

John Oneal is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of Freedom Solutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Eric Waechter is the Senior Resident Director and a member of The Hopkins Waechter Wealth Management Group at Merrill Lynch Wealth Management. In this role, he focuses on developing wealth management strategies for high-affluent clients, providing customized and attentive services that address the complexities of each client's financial needs and goals. His approach integrates the broad financial services expertise of Merrill, combined with the banking and lending solutions of Bank of America, and includes collaboration with clients' external advisors to ensure comprehensive financial guidance. Eric holds a Bachelor's degree from the Louisiana State University System and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise include college education planning, executive and equity compensation services, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. Outside of his professional responsibilities, Eric serves on the Baton Rouge General Foundation Board of Directors. He also engages in personal interests such as cooking, running, spending time with his family, and traveling.

Derek Planchet is a financial advisor with LPL Enterprise in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and has experience in accounting with Robert Logreco CPA and Mogle & Hawkins CPAs, APC. Outside of his advisory work, he is employed as a delivery driver for DoorDash. 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’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in a wrap program.

Brian Bowman is a financial advisor with LPL Enterprise holding a Series 66 designation and based in Baton Rouge, LA. He has industry experience beginning in 2026, with prior roles including positions at Gulf Coast Bank and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research team and third-party strategists, and also includes affiliated trust custody, insurance services, and a collateralized lending program.

Noah Marks is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones and Empower Advisory Group. 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 applying an ESG eligibility framework in its recommendations.

Alton Melancon is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of his advisory work, he volunteers as a soccer and baseball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Shakur Trammel is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes diverse roles across cultural, educational, and corporate organizations. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Ron Robinson Jr. is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual Life Insurance Company, and Paychex. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrea Langlois is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2005 to 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

John Mcpherson Jr. is a financial advisor with Cetera in Denham Springs, LA, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of advising, he is involved in income tax preparation and bookkeeping through his own LLC. 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 portfolio management and consulting services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Kyle Hawthorne is a CFP® with 12 years of industry experience, currently affiliated with Raymond James & Associates, where he has worked since 2017. Prior to that, he held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is the member and manager of KBRK, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Paul Mascagni is a financial advisor with UBS Financial Services in Baton Rouge, LA. He holds a Series 63 designation and has 26 years of industry experience, including 20 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning, portfolio management, and access to proprietary research.

Robert Smith is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Cetera and its related entities since 2013 and has additional work history with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Christopher Crifasi is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Deirdre Dore is a CFP® professional with 13 years of industry experience, currently affiliated with Ameriprise in Baton Rouge, LA. She previously worked at LPL Financial for 10 years. Outside of her advisory role, she owns a business named 3D Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports primarily for clients with significant investable assets.

Jeramie Anderson is a financial advisor at Edward Jones in Baton Rouge, LA, with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he was involved in several businesses, including owning Project Pro Handyman and Home Improvement and coaching at Elevate Strength and Fitness. He also served in the Louisiana Army National Guard for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad David is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has been associated with Merrill Lynch since 1990, with a break between 2008 and 2015, and currently serves clients across the country by providing strategic financial guidance. Chad specializes in supporting high-net-worth retirees, business executives, individuals in the oil and gas industry, entrepreneurs, and their families. His services focus on helping clients navigate complex financial situations, managing asset growth, preservation, and transfer, as well as addressing retirement planning and executive compensation strategies. Chad holds the Personal Investment Advisor (PIA) designation and maintains several FINRA registrations, including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65, along with Life and Health Insurance Licenses. He earned his Bachelor’s degree in Finance from Louisiana State University. Throughout his career, Chad has also served on the boards of various organizations, including CCLA and St. Jude Catholic School. He lives in Baton Rouge with his wife, Amy, and their six children. Outside of work, Chad enjoys playing golf and football, wine tasting, cooking, and is involved in community service as an usher at Sacred Heart Church.

John Brown is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2022, he worked at the University of Mississippi for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.