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.

Mary Bellanger is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Rachel Partin is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 12 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of her advisory role, she owns Gameday Turf Specialists, LLC, a bookkeeping business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering specialized services such as divorce planning and estate settlement.

Richard Scarbrough is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. Before joining Ameriprise in 2026, he worked at Edward Jones for seven years and at CERTREC - Southern Company for two years. Outside of advising, he is the owner of RAJAMA LLC, a property maintenance business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written retirement income plans and ongoing advice based on dependable income sources and tax-aware withdrawal strategies.

Todd Hymel is a financial advisor with Edward Jones in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mickey Guidry is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and having 33 years of industry experience. His prior work includes roles at Altus Wealth Management and Geneos Wealth Management, along with two previous terms at LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Nance Cunard is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Cunard holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Breard is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Hays Breard Financial Group since 2009 and has been associated with Cetera and its affiliated entities since 2022. Outside of financial services, he is involved in managing interests in a restaurant and a data center, and he owns an LLC created to invest in Divergent Networks, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Sarah Hornsby is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her prior roles include positions at Bank of America, N.A. and Merrill. Outside of finance, she is involved in illustration work, assisting with creation, marketing, and sales at local events. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm offers a blend of wealth management and institutional trading capabilities, including market-making and futures commission merchant services.

Francelle Guillet is a financial advisor at Morgan Stanley in Baton Rouge, LA, with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Eric King is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Grove Point Advisors, NEXT Financial Group, and Royal Capital Management Group. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across diverse asset allocation approaches.

George Schwing Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in an agricultural venture related to crop management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and proprietary investment options.