Brad Mathews is a CFP® professional with 21 years of experience, currently serving with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank NA since 2016 and at JPMorgan Securities LLC since 2013. He serves as a board member of the Baton Rouge Symphony Orchestra and participates on its finance committee. 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.

Ricky Ferrara is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2003. 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 services including financial planning, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.

Alicia Courville is a financial advisor with Merrill in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2015 and more recently joined Bank of America, N.A. in 2026. Outside of finance, she owns and operates a retail and arts and crafts business called Mimi’s Closet. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tyler Juneau is a CFP®-certified financial advisor with Edward Jones in Baton Rouge, LA, bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing several real estate-related LLCs. 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 options, supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Bruno Villar is a financial advisor with Cetera in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank, Bank of America, Merrill, and Concourse Financial Group Securities. He serves as a board member and voting member at the Racquet Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform, providing access to both affiliated and third-party investment managers.

Jeffery Bordelon is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and at MassMutual Life Insurance Company since 2019. In addition to his advisory role, he owns Bordelon Benefits Group LLC, which provides group life, health, and supplemental insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

Jeremy Billings is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and began his career with Ameriprise in 2024. Prior to that, he worked in various roles across multiple companies including Arcco Power Systems and Better Pumps and Solutions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations tailored to clients’ financial situations.

Marguerite Moisio is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and 20 years of industry experience. Her prior roles include positions at Cetera, First Horizon Bank, and Hancock Bank. She serves as a board member and governance committee chair for Raintree Children's Services, president of the board for Young Audiences of Louisiana, and a board member at large for Young Audiences Arts for Learning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Leavell is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at ShareBuilder 401K, Capital One Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. He is associated with SLWM, LLC, a pass-through entity used for tax purposes. 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 and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

Thomas Savoie is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves on the board of a family-owned sugar production and refining business and is involved in agricultural and investment-related activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jared Mire is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has been with Cetera since 2019 and has also worked with Foresters Financial Services since 2004. Outside of his advisory role, Mire serves as the head coach for the PARDS Soccer Club, managing team practices and organizing games. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs supported by over 10,000 advisors and managing more than $256 billion in assets.

Henry Andrews is a CFP® professional with 19 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 12 years at J.P. Morgan Securities. He is based in Baton Rouge, LA. Raymond James & Associates serves a broad client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm delivers tailored financial planning and non-discretionary investment consulting, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jeffrey Ponson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes prior roles at Mass Mutual Investors Services, Guardian Life, and earlier tenure at LPL Financial. He is also president of Jeff Ponson Financial Services, a firm involved in non-variable insurance and property and casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Lisa Pro is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. She has worked within various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a range of clients through discretionary and non-discretionary advisory services, fund advisory, and model portfolios.

Jason Fontane is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by extensive research and a wide range of portfolio management options.

Christie Ollar is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2022, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2022, and she has a background that includes four years at Sprint. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Evans is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Evans serves on the finance committee of Jefferson United Methodist Church and participates in pension and health benefits oversight for the Louisiana Annual Conference of the Methodist Church. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools alongside professional oversight to generate personalized retirement income recommendations.

Perry Dougherty 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 2003. Outside of his advisory role, he is involved in non-variable insurance and operates an insurance agency in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and portfolio management through a variety of strategies and platforms, supported by extensive operational and research tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

James Poche IV is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Arthur J. Gallagher for two years. Outside of his advisory role, he is involved with Jacley LLC, a commercial real estate firm where he serves as a property manager. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Karli Becnel is a Financial Advisor at Merrill Lynch Wealth Management and a member of the TBS Group. She joined Merrill in 2020 and transitioned from various client service roles to her current advisory position. Karli focuses on understanding her clients’ goals and helping them achieve those objectives through personalized financial analysis and ongoing service. Her areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli holds a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Personal Investment Advisor (PIA), and holds Series 7 and 66 FINRA registrations. Additionally, she is licensed in Wisconsin for life and health insurance. Karli is a member of the Financial Occupations Club for University Students and participates in community involvement through the ALS Association. Outside of her professional commitments, Karli enjoys cooking, reading, tennis, and volleyball. Her approach integrates thought leadership and insightful strategies to create actionable financial plans tailored to her clients' risk tolerance, time horizon, liquidity needs, and investment goals.