Ygnacio Yglesias is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors since 1998 and associated with Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Mary Bellanger is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Rachel Partin is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 12 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of her advisory role, she owns Gameday Turf Specialists, LLC, a bookkeeping business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering specialized services such as divorce planning and estate settlement.

Todd Hymel is a financial advisor with Edward Jones in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mickey Guidry is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and having 33 years of industry experience. His prior work includes roles at Altus Wealth Management and Geneos Wealth Management, along with two previous terms at LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Nance Cunard is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Cunard holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Breard is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Hays Breard Financial Group since 2009 and has been associated with Cetera and its affiliated entities since 2022. Outside of financial services, he is involved in managing interests in a restaurant and a data center, and he owns an LLC created to invest in Divergent Networks, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Sarah Hornsby is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her prior roles include positions at Bank of America, N.A. and Merrill. Outside of finance, she is involved in illustration work, assisting with creation, marketing, and sales at local events. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm offers a blend of wealth management and institutional trading capabilities, including market-making and futures commission merchant services.

Francelle Guillet is a financial advisor at Morgan Stanley in Baton Rouge, LA, with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Eric King is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Grove Point Advisors, NEXT Financial Group, and Royal Capital Management Group. He is also a commissioned notary. 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 advisory and brokerage services, utilizing both proprietary and third-party investment strategies across diverse asset allocation approaches.

George Schwing Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in an agricultural venture related to crop management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and proprietary investment options.

James Collins is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies aimed at helping clients pursue their long-term goals. He leverages the investment insights of Merrill as well as the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to the individual needs of his clients. James holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Louisiana State University System. He is committed to working closely with clients to understand their full financial picture and build strategies aligned with their personal objectives. In addition to his professional responsibilities, James participates in community volunteer activities consistent with Merrill's tradition of community engagement.

Edward Dittmar is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. He also serves as a trustee for his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various financial products.

Brian Sartin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2005 and specializes in creating customized financial strategies for high net worth business owners, professionals, corporate executives, and families. Brian assists clients in managing all aspects of their financial lives, including investments, liabilities, estate planning, cash management, and business financing needs through Bank of America. His expertise also extends to corporate retirement benefits, such as 401(k) and other defined contribution plans. Brian holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a graduate of Louisiana State University's E.J. Ourso College of Business Administration, where he earned a bachelor's degree in Finance. He has completed the Merrill Longevity Training Program in partnership with the University of Southern California Davis School of Gerontology. Residing in Zachary, Brian is active in his local community and dedicates time to volunteering with organizations in the area. His personal interests include baseball, fishing, football, hiking, traveling, and spending time with his family. He approaches his work with the philosophy of collaborating one-on-one with clients to develop personalized financial strategies that support their long-term goals.

Richard Dugas is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of his advisory role, he is a partner in Accelerated Home Sales Solutions, LLC, based in Lincoln, NE. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation.

Fred Miller is the sole advisor at Fred Miller & Assoc. in Baton Rouge, LA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has operated his independent advisory firm since 2009. Fred Miller & Assoc. provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and institutional clients. The firm manages a small client base with a focus on individualized portfolio management rather than standardized products.

Richard Chautin is a financial advisor at Blue Cypress Wealth Management, LLC in Baton Rouge, LA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Cypress Wealth Management since 2019, along with prior experience at Cetera and Foresters Financial Services. Outside of advising, Mr. Chautin manages social media and e-commerce for a family-owned restaurant business. Blue Cypress Wealth Management is a small registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning services. The firm uses a combination of fundamental analysis, modern portfolio theory, technical charting, and cyclical methods in its investment approach and offers tailored advice based on clients’ objectives.

Zacki Soliman is a financial advisor at NorthStar Financial, Inc. in Baton Rouge, LA, holding a Series 65 designation with two years of industry experience. He has been with NorthStar Financial since 2017. NorthStar Financial primarily acts as a solicitor and referral source, directing clients to third-party investment advisers rather than providing discretionary portfolio management, serving a broad range of client types including individuals, high-net-worth clients, and institutional entities.

Dexter Gary is a financial advisor at Blue Cypress Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cetera and Foresters Financial Services. Outside of advising, he is also an independent insurance agent. Blue Cypress Wealth Management is a privately owned registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm uses a combination of fundamental, modern portfolio theory, and technical analysis in its investment approach and offers financial planning on a standalone or bundled basis.

Ahmed Soliman is a financial advisor with NorthStar Financial, Inc. in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He is also the president and owner of Retirement Consultants of Louisiana, where he is a licensed insurance agent selling fixed annuities and life insurance. Soliman is in the process of establishing a new training and consulting business. NorthStar Financial, Inc. primarily serves as a solicitor and referral source, connecting clients to third-party investment advisers rather than managing portfolios directly. The firm works with a diverse range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, corporations, and government entities.