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.

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.

Thomas Barrett IV is a CFP® and ChFC® at Edward Jones with four years of industry experience. He previously worked for Foxy's Ascension for seven years. Outside of finance, he owns Barrett Fitness Concepts, a personal training and gym business in Baton Rouge, LA. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Green is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, and Morgan Stanley Private Bank. Outside of advisory services, he worked at Cajun Brewing in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of financial services.

John Zimek is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at Senior Shield LLC, Elevate Health LLC, Call-Health LLC, and Gilsbar LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated insurance and lending services.

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, holding a Series 63 designation and 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Bernard is involved in the sale of non-investment products, including loan products through Primerica Mortgage, LLC, and home security and automation referrals via Primerica Client Services, Inc. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing.

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.

Brennan Simoneaux is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes service in the United States Marine Corps and a role at ClearDefense Pest Control. He is also affiliated with Southeastern Louisiana University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Tamila Jenkins is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and has been with UBS since 2010. Based in Baton Rouge, LA, she focuses on delivering financial services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

Joshua Rosenstern is a Series 66-licensed financial advisor with Morgan Stanley in Baton Rouge, Louisiana, bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he serves as a board member of the Manchac Place Homeowners Association, a nonprofit organization, and is a partner in Nouvieux LLC, a furniture rental business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Torie Christen is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with three years of industry experience. Their career has been wholly spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Scott Shirley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2013, he has focused on assisting clients in growing and preserving personal wealth, as well as addressing personal and company retirement planning needs. His expertise also includes business financing, liabilities, cash management, and estate planning services. Scott holds a Bachelor's Degree in International Business from Louisiana State University and a Juris Doctorate from Mississippi College School of Law. He maintains the Professional Investment Advisor (PIA) designation. While Scott’s background includes legal education, he does not provide legal advice in his role at Merrill Lynch. Banking products and services are provided by Bank of America, N.A.

Thomas Boudreau Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory work, he serves on the Board of Directors of the Baton Rouge Bicycle Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Magen Smith is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2008. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Jennifer Bernard is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is a 50% owner of a rental real estate business, Willow Lake East, LLC, in Prairieville, Louisiana. 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 municipalities, offering financial planning and consulting through various advisory programs with a wide range of portfolio management styles.

Matthew Bonilla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank since 2009. 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis.