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Jeramie A

Series 66

Baton Rouge, LA

Edward Jones

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.

Divorce financial planning Founder/Business Owner Military & Veterans Executive Technology Professional LGBTQIA
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Bonnie L

Series 63

Zachary, LA

Mass Mutual Investors Services

Bonnie Leerkes is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 27 years of industry experience. She has worked at her current firm since 2017 and previously spent 15 years with Metlife Securities Inc. Outside of her advisory role, she manages a rental property in Orange Beach, California. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved technology to develop customized recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Dean M

CFP®, Series 63

New Roads, LA

Edward Jones

Dean Martin is a CFP® and Series 63-licensed financial advisor with Edward Jones, where he has worked since 2002. He has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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 and managing approximately $1.01 trillion in assets.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Joseph R

Series 66

Baton Rouge, LA

Equitable Advisors

Joseph Robins is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Postlethwaite & Netteville and AXA Advisors. Outside of his advisory role, he serves as president of J. ROBINS CPA, LLC and The Wealth Collective, and is the treasurer for the Lambda Alpha Chapter of Omega Psi Phi Fraternity Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Heather K

Series 66

Baton Rouge, LA

Edward Jones

Heather Krause is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory work, she is involved with BNI Business Boomers in Denham Springs, LA, conducting interviews for new applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and 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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Semmes W

CFP®, Series 63, Series 66

Denham Springs, LA

Edward Jones

Semmes White is a CFP® designated financial advisor with nine years of experience at Edward Jones, where he has worked since 2014 with a brief interlude at KPMG LLP. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing family rental businesses and organizes bookkeeping for several real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment solutions under a fiduciary standard and supports a large network of advisors and branch offices across the United States.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Ryan T

Series 66

Zachary, LA

LPL Financial

Ryan Talbot is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2012, with prior experience at BrokersXpress LLC and Edward Jones. Talbot serves as a board member for the Zachary Community School Board. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, retirement advice, and institutional platforms, supported by advanced operational tools and a broad range of financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Huang Jun L

Series 66

Baton Rouge, LA

LPL Enterprise

Huang Jun Lee is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, having previously worked at Richards Honda, RCS Synergy Sdn Bhd, Kenanga Investment Bank Bhd, and Iowa State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services such as trust custody and insurance product sales.

Tax-loss harvesting
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Trent W

Series 66

Greenwell Springs, LA

Edward Jones

Trent Willis is a financial advisor with Edward Jones in Greenwell Springs, LA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Smith Tank and Steel for three years and Claymar Construction for seven years. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Wealth management Doctor or Medical Professional Educators, Teachers, and Academics
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Ally J

Series 66

Denham Springs, LA

Cetera

Ally Jessup is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. Prior to joining Cetera, Jessup held multiple roles at Hancock Whitney Bank from 2018 to 2025. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including access to third-party money managers and bespoke investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Claire H

Series 66

Baton Rouge, LA

LPL Enterprise

Claire Hill is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL, she worked at the Federal Deposit Insurance Corporation and has diverse experience including roles in retail and service industries. Claire is based in Baton Rouge, LA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
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Tyler M

Series 66

Baton Rouge, LA

LPL Enterprise

Tyler Meche is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at PPG and spent four years at McNeese State University. LPL Enterprise, LLC 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 uses model-driven investment strategies primarily through third-party managers and offers financial planning, access to asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Lance M

Series 66

Baton Rouge, LA

Edward Jones

Lance Moulin is a financial advisor at Edward Jones in Baton Rouge, LA, with 23 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Chad K

Series 66

Denham Springs, LA

Cetera

Chad Kannady is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2018, including roles at Cetera Investment Services LLC and Hancock Whitney Investment Services, Inc., as well as a concurrent 26-year service with the Kansas Army National Guard as a counterintelligence special agent. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual and institutional clients with a range of portfolio management and financial planning services. The firm supports advisors with flexible program options, including model portfolios, third-party manager selections, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David P

St. Francisville, LA

OSAIC

David Patton is a financial advisor with OSAIC, holding 27 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years. Outside of his advisory role, he operates an insurance business offering accident, disability, long-term care, and life insurance products, as well as fixed and indexed annuities. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher B

Series 63, Series 66

Baton Rouge, LA

Edward Jones

Christopher Baker is a financial advisor with Edward Jones in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved with Bakerhouse Enterprises, LLC, a baked goods business in Baton Rouge connected to his family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Divorce financial planning Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bingham B

Series 66

Baton Rouge, LA

LPL Enterprise

Bingham Boudreaux is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at The Prudential Insurance Company of America since 2003. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Stephanie C

Series 66

Denham Springs, LA

Edward Jones

Stephanie Campo is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 designation. 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner Oil & Gas
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James B

Series 63

Denham Springs, LA

LPL Financial

James Browning is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as an assistant to the director of operations at Med Express Ambulance Service, where he assists with safety and risk management, marketing, quality control, and continuing education. 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, supported by a large network of advisors and a broad array of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michel W

Series 63, Series 65

Baton Rouge, LA

LPL Enterprise

Michel Woods is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services, Foresters Financial Services, and The Prudential Insurance Company of America. Woods has been involved with Beacon Light Baptist Church of Baton Rouge since 2009. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
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