Donald Schmitt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Northwestern Mutual in various capacities for over a decade before joining Hornor, Townsend & Kent in 2019. In addition to his advisory role, Schmitt owns an exterior cleaning business and is involved in several insurance agencies focusing on multiline and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options with a mix of third-party asset manager relationships, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Christine Smith is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked with Presley Wealth Management and Eqis Capital Management. In addition to her advisory role, Smith owns and operates The Presley Group, an insurance agency specializing in life insurance and annuities. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, nonprofits, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party models with advisor-managed strategies.

Chad Anderson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at PFS Investments Inc., Primerica Financial Services, and the Louisiana Military Department. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Hugo Marrero Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 36 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Concourse Financial Group Securities Inc., as well as over two decades managing Marrero Wealth Management LLC. Marrero co-owns and manages financial oversight for family-owned real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Gavin Landry is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Southland Wealth Strategies LLC. Outside of advisory work, Landry is a certified personal trainer and trains youth athletes; he is also a marathon runner affiliated with several athletic brands. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Drew Johnson is a financial advisor at CWM, LLC with 14 years of industry experience and a Series 66 designation. His prior roles include positions at Ameriprise, Raymond James Financial Services, and ThrivePoint Capital. Outside of his advisory work, he is involved with the Maniax 10U Travel Softball Team. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services including portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

William Meyers is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Hornor, Townsend & Kent, he worked at Drew Pelton Investment Services for three years and was a student athlete at Southeastern Louisiana University. He is also engaged as an insurance agent involved in life insurance sales and service under two brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and oversees approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Anthony Ragusa is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at LPL Financial since 2012 and previously spent six years at Merrill. Outside of his advisory role, he operates a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Charles Morris is a financial advisor with Raymond James Financial in Baton Rouge, LA, holding a Series 63 license and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and also has a long-standing association with Financial Service Corporation dating back to 1986. Outside of his advisory work, Morris co-owns Morris NOLA LLC, an LLC established to hold a second home. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client decision-making.

John Dawes is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds a Series 63 license and is based in Gonzales, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. 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 large network of financial advisors and branch offices nationwide.

Mary Kannenberg is a financial advisor at Edward Jones with over three years of experience in the industry. She holds a Series 66 designation and has worked at Edward Jones since 2020. Outside of her advisory role, she serves as a cantor and music minister at Our Lady of Mercy Catholic Church in Baton Rouge, 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Mark Mc Call is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors across 15,000 branch offices.

Derek Grieff is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 designation and possessing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Walter Hays Jr. is a CFP® with 26 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services and LPL Financial and has managed his own firm, Hays Breard Financial Group LLC, since 2009. Outside of financial advising, he is a partner in Hays and Breard Enterprises, which manages office space rentals. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a large network of advisors.

Daniel Robinson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Chase Investment Services Corporation and Banc One Securities Corporation before joining LPL Financial in 2008. Outside of advising, he provides tax preparation services on a limited basis and serves on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, combining model portfolio options with customized strategies and supporting tools.

Jeff James is a financial advisor with LPL Financial, holding a Series 63 designation and over 45 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center for extended periods before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party management, and institutional platforms.

Jennifer Ete is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes roles at PFS Investments Inc. and The Natural Touch Massage. Outside of advisory work, she is associated with a solar power sales business managed by her family, though she is not actively involved. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment models.

Coyt Nicholson is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera, and Regions Bank. Outside of his advisory work, he is involved in coaching youth baseball as a director and coach of Lugnuts Baseball LLC and serves on the Squires Board at the Episcopal School of Baton Rouge. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.

Stephens Mcvea is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Hancock Whitney Investment Services, JP Morgan Securities, Bank of America, and Merrill Lynch. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.