Patrick Shreve Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise since 2015. Outside of advising, he is a co-owner of 520 Ventures LLC, a business involved in real estate in St. Gabriel, LA. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Justin Tersteeg is a Certified Financial Planner (CFP®) with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Russ Davis Wholesale and the LSU economic policy and research group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Louis Lobue Jr. is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. He has been with Cetera since 2011 and also manages several self-storage and climate control businesses in Baton Rouge, LA. His work history includes founding Lobue Wealth Management, LLC, and prior roles at Twru CPAs & Financial Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Rickie Johnson is a financial advisor with Equitable Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Johnson serves as Treasurer for the Association Haitienne de Développement Humain, Inc., a community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services.

Thomas Traynham is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His prior experience includes roles at LPL Financial, Altus Wealth Management, Guardian Life Insurance Company, and several other firms. Traynham is also involved with Altus Benefit Solutions as a non-variable insurance producer on a part-time basis. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network.

Maci Jackson is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at The Shobe Financial Group and in various roles outside finance, including positions at Celebration Church and Lululemon. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Kelly Eason is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2007 and also has experience with Bank of America, N.A. since 2023. Merrill, along 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 to individuals, high-net-worth clients, and institutions.

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.

Patrick Amie is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His work history includes roles at Hancock Whitney Bank, Valic Financial Advisors, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.

Eric Hebert is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Hancock/Whitney Bank and SWBC Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers various portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary strategies across multiple program structures.

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 at Merrill Lynch Wealth Management. She began her career in the financial services industry with two years at UBS Financial Services before joining Merrill in 2015. Savannah is part of the Davis Wealth Management Group, which focuses on working closely with individuals and families, as well as institutional and non-profit clients, to help achieve their financial goals. Her areas of focus include college education planning, personal retirement planning, women and wealth, and tax minimization. Savannah is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the Louisiana State University System and a High School Diploma from St Joseph's Academy. Beyond her professional work, Savannah participates in community activities, including involvement with the Mary Bird Perkins Cancer Center. She volunteers with organizations such as the Mary Bird Perkins Echo Alliance, Susan G. Komen Race for the Cure, and Yelp Animal Rescue. Her personal interests include boating, fishing, football, genealogy, hunting, interior decorating, skiing, soccer, spending time with family, and traveling.