Jason Knapps is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, previously spending 14 years at both Neighbors Federal Credit Union and Cuna Brokerage Services, Inc. Knapps is associated with Neighbors Wealth Management, a business related to his LPL activities. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Samuel Lavigne Jr. is a CFP® professional with nine years of experience in financial advising, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Golf Club of Oklahoma from 2015 to 2017. 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, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

June Lyle is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. Outside of advisory services, she is involved in sales of loan products and home security referrals through affiliated companies and owns June S. Lyle, LLC for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

William Weimar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in connecting clients with tailored financial plans and processes to support their unique ambitions. His approach focuses on helping clients plan for key personal objectives, including funding education, securing retirement lifestyles, addressing potential healthcare costs, and creating long-term family financial strategies. William holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the Louisiana State University System. He emphasizes integrating all aspects of a client's financial life to prioritize and pursue their most important goals.

Joseph Robins is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Postlethwaite & Netteville and AXA Advisors. Outside of his advisory role, he serves as president of J. ROBINS CPA, LLC and The Wealth Collective, and is the treasurer for the Lambda Alpha Chapter of Omega Psi Phi Fraternity Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Grant Myers is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 designations and 29 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Blackrock Investments, LLC for six years. Outside of his advisory role, he is a part owner of a Mardi Gras float used in two events annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Tex Morris is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a part owner of a family land management business in Abbeville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Heather Krause is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory work, she is involved with BNI Business Boomers in Denham Springs, LA, conducting interviews for new applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Semmes White is a CFP® designated financial advisor with nine years of experience at Edward Jones, where he has worked since 2014 with a brief interlude at KPMG LLP. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing family rental businesses and organizes bookkeeping for several real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment solutions under a fiduciary standard and supports a large network of advisors and branch offices across the United States.

Ryan Talbot is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2012, with prior experience at BrokersXpress LLC and Edward Jones. Talbot serves as a board member for the Zachary Community School Board. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, retirement advice, and institutional platforms, supported by advanced operational tools and a broad range of financial services.

Joshua Ebey is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Ameriprise since 2025 and previously spent 18 years at LPL Financial, LLC. He is also the owner of Ebey Financial, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elizabeth Entenmann is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 after spending 17 years at Morgan Stanley advising private clients in New York City and Baton Rouge. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Her expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, portfolio management services, women and wealth, tax minimization, and retirement income. Elizabeth provides clients with access to services beyond investment management, such as retirement income strategies, next generation education programs, and trust and wealth management strategies. Her investment approach emphasizes reducing downside risk while positioning portfolios to pursue long-term returns, with a particular focus on cash-flow planning and transitioning clients into retirement. Elizabeth holds a Master's degree from Columbia University and a Bachelor's degree from Southern Methodist University. She is involved in the Southern Women Action Network. In her personal life, she is the mother of two daughters and enjoys fishing and diving with her husband in locations including Grand Isle, Louisiana and the Florida Keys.

Susan Lang is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of her advisory role, she serves on fundraising committees for the Guardian Day Foundation and Launch Therapy Center, helping to plan and execute community benefit events. 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, and institutional investors.

Roger Sullivan is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2017. Sullivan serves as chair of the board for two family foundations, managing their assets and overseeing annual scholarship distributions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and advisory services through a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Nikolas Mc Whirter is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Hancock/Whitney Investment Services and Cetera. Outside of finance, he is involved in a laser engraving business he co-owns with his wife and is a partner in a real estate venture. 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 through a combination of advisory and brokerage capabilities.

Lance Hopkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1999, he has assisted clients in developing comprehensive wealth management strategies that focus on financial planning, strategic asset allocation, and risk budgeting. Lance works closely with clients to structure plans that address goal achievement and effective risk management, specializing in legacy planning, personal retirement planning, and retirement income. Lance earned a bachelor's degree in accounting from The University of Louisiana at Lafayette. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is also a Personal Investment Advisor (PIA). Outside of his professional role, Lance enjoys fishing, hunting, and spending time with his wife Mandi and their two daughters, Ryley and Reese.

Huang Jun Lee is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, having previously worked at Richards Honda, RCS Synergy Sdn Bhd, Kenanga Investment Bank Bhd, and Iowa State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services such as trust custody and insurance product sales.

Trent Willis is a financial advisor with Edward Jones in Greenwell Springs, LA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Smith Tank and Steel for three years and Claymar Construction for seven years. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Terrebonne II is a financial advisor with UBS Financial Services in Baton Rouge, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked as an attorney and held roles in property management and real estate services. He serves as president of the Sigma Phi Epsilon Louisiana Beta Chapter Alumni Board and instructs continuing education courses. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Ally Jessup is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. Prior to joining Cetera, Jessup held multiple roles at Hancock Whitney Bank from 2018 to 2025. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including access to third-party money managers and bespoke investment strategies.