Tyler Smith is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to joining CWM, he worked at The Olivier Group and has held roles outside the financial sector, including positions at Super Clean and the Country Club of Louisiana. He also has a background in education, having been employed at University Laboratory School and Louisiana State University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Jacqueline Walls is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and La Capitol FCU, and held a long-term position at Enterprise Holdings Inc. prior to her advisory career. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Amy Hall is a financial advisor at CWM, LLC, holding a Series 65 designation with one year of industry experience. She previously worked at the Olivier Group and spent thirteen years at the Department of Corrections Credit Union. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing retirement-plan services and fiduciary processes.

Benjamin Johnson is a financial advisor with CWM, LLC in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has two years of industry experience and has held roles at Cetera Wealth Services, The Olivier Group, and other organizations. Outside of his advisory work, he serves as an operations analyst for The Olivier Group, LLC, providing operational support to clients and coworkers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, utilizing model portfolios and a combination of fundamental and technical analysis.

Gavin Landry is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Southland Wealth Strategies LLC. Outside of advisory work, Landry is a certified personal trainer and trains youth athletes; he is also a marathon runner affiliated with several athletic brands. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Heather Schramm is a financial advisor with Stratos Wealth Partners, Ltd in Baton Rouge, LA, holding a Series 66 designation and 25 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2014 and previously was with Merrill from 2002 to 2014. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies and provides a range of services from institutional solutions to specialized executive planning.

Christopher Adams is a financial advisor at CWM, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been associated with Cetera Wealth Services, The Olivier Group, and CWM, LLC DBA Carson Group Partners since 2019. Adams serves as a board member of the LSU Alumni Association of New Orleans - Crescent City Tigers and the Alpha Gamma House Corporation Pi Kappa Alpha Fraternity. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, alongside a range of retirement plan services and fiduciary processes.

Walter Anderson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and possessing 22 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, Merrill, and Morgan Keegan & Company. Anderson is involved in selling life insurance as part of his other business activities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.

William Meyers is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Hornor, Townsend & Kent, he worked at Drew Pelton Investment Services for three years and was a student athlete at Southeastern Louisiana University. He is also engaged as an insurance agent involved in life insurance sales and service under two brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and oversees approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Candace Gary is a CFP® professional with 27 years of experience in financial services. She is currently with Commonwealth Financial Network and also owns Provident Wealth Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior experience includes a 14-year tenure at Ameriprise Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and a range of investment options.

John Myres is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Cetera and its affiliated entities since 2022 and previously spent over eight years with Hancock Investment Services and Hancock/Whitney Bank. Outside of his advisory role, he has a partial ownership interest in farmland generating rental income. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors across various program structures and custodial relationships.

David Heltz is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked at LPL Financial since 2009, following six years at Merrill. Outside of his advisory role, he is involved with LDF Insurance Agency, LLC, which sells non-variable insurance products. 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 portfolios, third-party asset management, and institutional platforms.

Charles Morris is a financial advisor with Raymond James Financial in Baton Rouge, LA, holding a Series 63 license and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and also has a long-standing association with Financial Service Corporation dating back to 1986. Outside of his advisory work, Morris co-owns Morris NOLA LLC, an LLC established to hold a second home. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client decision-making.

Daniel Newman is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007 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 under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mary Kannenberg is a financial advisor at Edward Jones with over three years of experience in the industry. She holds a Series 66 designation and has worked at Edward Jones since 2020. Outside of her advisory role, she serves as a cantor and music minister at Our Lady of Mercy Catholic Church in Baton Rouge, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Derek Grieff is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 designation and possessing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jeffrey Just is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2010. 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 services alongside affiliated brokerage and investment management capabilities.

Walter Hays Jr. is a CFP® with 26 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services and LPL Financial and has managed his own firm, Hays Breard Financial Group LLC, since 2009. Outside of financial advising, he is a partner in Hays and Breard Enterprises, which manages office space rentals. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a large network of advisors.

Walter Rogers is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera since 2022. Prior to joining Cetera, he worked with Hancock Whitney Bank and Hancock Investment Services, Inc. He facilitates a personal finance course at Christ Community Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program structures and custodial relationships.

Stephen Smith is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 10 years at J.P. Morgan Securities. Outside of his advisory role, he serves as a part-time tour guide for a land development project in Palacios, Texas. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.