Keri Daniel is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and having 31 years of industry experience. She has worked at LPL Financial since 2012, following prior roles at Hancock Whitney Investment Services Inc. and Cetera Investment Services LLC. 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 model portfolios and third-party asset management solutions.

John Reeder Jr. is a Series 66 licensed financial advisor with over 26 years of industry experience. He is currently with LPL Financial in Baton Rouge, LA, where he has worked since 2021 and previously from 2003 to 2012. Reeder also founded Altus Wealth Management, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

William Poulter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial and its predecessor firm since 2002. Poulter also manages a business that subleases office space to other professionals in Baton Rouge. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through adviser representatives using both proprietary and third-party resources.

David Robert is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Petersen Investments Inc., Chase Investment Services Corp., and Merrill. 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 extensive technology and a broad network of over 22,800 advisors.

Samuel Chastain is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Raymond James, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, and PIMCO Investments. He is also the owner of CyberKeep Solutions, a cybersecurity firm that provides services to smaller organizations such as schools and clinics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Rebecca Hinton is a Financial Advisor at Merrill Lynch Wealth Management. She serves high-net-worth individuals, their families, and their businesses, focusing on strategies to help them achieve both short-term and long-term financial goals. Her approach to wealth management is consultative and personalized, emphasizing the importance of aligning financial plans with clients' unique ambitions. Rebecca holds a Bachelor's Degree from Louisiana Tech University and a Juris Doctorate Degree from the Louisiana State University System. She holds the designation of Personal Investment Advisor (PIA) and is a member of the Estate and Business Planning Council of Baton Rouge. Outside of her professional role, Rebecca is involved in the community through her participation in Elan Cotillion.

David Weinstein is a financial advisor with Wells Fargo Clearing in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent nine years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, Weinstein is involved in multiple real estate investment and development ventures, as well as ownership in aviation-related businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad offering of brokerage and advisory solutions.

Christen Davis is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services, Merrill, and Bank of America. Outside of finance, she has experience in gymnastics through a role at Summit Gymnastics. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Thomas Piland is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has worked at Merrill Lynch since 2004 and Bank of America since 2011. Outside of his advisory role, he owned and managed a public accounting firm in Baton Rouge until 2005 and participates in his local church’s offertory collection count team. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Randazzo Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides clients with research-based investment strategies tailored to their goals and risk tolerances.

Savannah Kelleher is a Financial Advisor with Davis Wealth Management Group, part of Merrill Lynch Wealth Management. She has experience working with individuals, families, and business owners to simplify and organize their financial lives. Savannah focuses on providing customized wealth plans that are regularly tracked and updated to meet clients' evolving needs and life goals. Savannah began her career in financial services at UBS before joining Merrill Lynch in 2015 as a Wealth Management Client Associate. She holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Louisiana State University System. Her areas of focus include college education planning, personal retirement planning, women and wealth, and tax minimization. In addition to her professional work, Savannah is involved in community organizations such as the Mary Bird Perkins Cancer Center. She volunteers with animal rescue groups and participates in events like the Susan G. Komen Race for the Cure. Her personal interests include traveling, boating, fishing, football, genealogy, hunting, interior decorating, skiing, soccer, and spending time with her family.

Claire Mcvea is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and was involved with the LSU Alumni Association for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Austin Green is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Stratos Wealth Partners, Ameriprise Financial Services, and Morgan Stanley, where he worked between 2018 and 2023. He also has a background outside finance, having worked at Cajun Brewing in 2018. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational resources.

Richard Hinton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2007. Richard is a second generation Financial Advisor who focuses on developing strategies for high-net-worth individuals, their families, and their businesses to help them meet their short- and long-term financial goals. Richard holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation awarded by The National Association of Plan Advisors (NAPA), the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. He earned a Bachelor of Science degree in Accounting from Louisiana Tech University in 2002. He follows the Merrill tradition of community involvement and volunteers by coaching sports for his children and their friends. Outside of his professional work, Richard enjoys spending time with his family, playing tennis and volleyball, and traveling.

Shannon Bernard is a financial advisor with Primerica Advisors in Baton Rouge, LA. He holds a Series 63 designation and has 34 years of experience, having worked at PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of mortgage loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-driven strategies and provides custody and trade execution through well-known custodians, managing approximately $15.5 billion in assets.

Stephen Taylor is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Taylor has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Traci Taylor is a Financial Advisor at UBS Financial Services with 21 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 1990. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Jerold Matherne is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage and investment management capabilities.

Mason Ibert is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Hancock Whitney Bank, Cetera Investment Services, and Morgan Stanley. He is also involved with Altus Benefit Solutions in a non-variable insurance producer capacity. 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, and institutional platforms, supported by advanced operational and research tools.

Tamila Jenkins is a financial advisor at UBS Financial Services in Baton Rouge, LA, with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients' goals and risk tolerances.