David Commander is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a board member of the Ascension Parish District 3 Fire Board in Prairieville, LA. Commander is also listed as president of a rental property partnership and has a non-operational ownership interest in a local healthcare business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Richard Pipes Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gloria Hoggatt is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

John Nordan III is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Northwestern Mutual Wealth Management Company and Pruco Securities, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.

Paula Gandy is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Brandon Worley is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Chase Investment Services Corp. from 2007 to 2010 before joining LPL Financial in 2010. He operates a business under the name Champion Wealth Strategies and has involvement in non-variable insurance sales through outside agencies. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of financial products.

Laura Adcock is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and utilizes algorithmic automation to generate personalized retirement income recommendations.

Brandon Pierce is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he operated Brandon's Birdies LLC for seven years. 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 investment management and financial planning services through a nationwide network of independent advisors and utilizes multiple portfolio management approaches across various program structures.

Stephanie Evans is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Bank of America and Merrill since 2011. Outside of her advisory role, she is involved as an infant and child sleep consultant with a family business called Little Dreamer BR. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Spurlock is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Heritage Broncos LLC, a business focused on restoring classic Ford Broncos. 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 through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and additional fiduciary services.

John Pounders is a CFP® with 13 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with its related entities since 2013. He also works with Financial Service Corp. of Baton Rouge in a support role related to payroll. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goals-based approach utilizing risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Terence Ginn is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2001. He holds multiple professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Terence applies his expertise to assist clients in addressing various aspects of their financial lives, including investments, liabilities, estate planning, cash management, and business financing needs. Terence’s focus areas include legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income planning. His service approach emphasizes communication, goal tracking, portfolio management, and personalized advice. He works with retirees, pre-retirees, and goal-oriented families and individuals to develop wealth-building strategies and company retirement plan management using goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined asset allocation and rebalancing. Terence holds a bachelor’s degree from Louisiana State University and earned an MBA from Southeastern Louisiana University. He lives in Baton Rouge with his wife, Kim, and their two sons. Outside of work, Terence enjoys outdoor activities such as hiking and kayaking, adventure sports, biking, camping, football, golfing, running including marathons, traveling, and spending time with his family.

Chantal Blanchard is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with LPL Financial since 2021 and previously spent over a decade at Altus Wealth Management and Geneos Wealth Management. Outside of advising, she is involved with SoloOps Solutions, LLC, providing operational support, and FPS Consulting Group LLC as an administrative assistant. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms that include strategic, tactical, and alternative investment allocations.

John Stuart is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Scotia Capital (USA) Inc. and Stonehenge Capital Company. He serves as treasurer and board member for GaitWay Therapeutic Horsemanship and is also a board member for The Emerge Foundation, both nonprofit organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Breaux Nader is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Baton Rouge, LA since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. Outside of his advisory role, Nader is involved as an actor in a Hulu reality series and serves on the advisory board of Mary and Pip Co. 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to deliver recommendations through meetings and client summary letters.

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.