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.

Cortney Wagner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, and previously spent 16 years at Hancock Investment Services, Inc. Outside of her advisory role, she is a co-owner of NCW2, LLC, a passive investment entity. J.P. Morgan Securities 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 capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Brandon Chagnard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for a decade. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Brett May is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors of the Baton Rouge Ancient Athlete Society. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and uses a centralized service team to provide ongoing advice.

Hannah Loy is a financial advisor at Morgan Stanley in Baton Rouge, LA, with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2024 and Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, she gained experience at Keith Lorio, DDS, and law firm Kizer, Hood & Morgan, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a variety of advisory programs.

Michael Patterson is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Baton Rouge, LA. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he is involved with LDF Insurance Agency, which sells life, health, disability, and long-term care insurance. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its extensive network of investment adviser representatives.

Dana Barrett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Financial and Foresters Advisory Services from 1988 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management approaches and serves over 10,000 advisors managing approximately $256 billion in assets.

Pama Barber is a financial advisor at Edward Jones in Baton Rouge, LA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she manages a rental property in Hartford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Peter Bush is a CFP® with 35 years of industry experience, currently serving as a financial advisor with Cetera. His prior roles include positions at Horizon Wealth Management and HFG Holdings. Outside of advisory work, he is an author and content creator involved with Horizon Media, producing books, podcasts, and videos. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options spanning automated allocations to bespoke strategies.

Julieta Smith is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Preferred Capital Securities, Invesco Advisers, Voya Investment Management, Truist Investment Services, and Wells Fargo Clearing. Outside of her advisory work, she is an indie author with a home-based business called House of Seven Literature. 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 portfolios, third-party asset management, and institutional platforms.

Martin Navarro is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. In addition to his advisory role, Navarro is a CPA and operates a tax preparation business, Navarro Tax Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Sheets is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and features a large nationwide network of advisors and branch offices.

Gilbert Key is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.