Drew Johnson is a financial advisor at CWM, LLC with 14 years of industry experience and a Series 66 designation. His prior roles include positions at Ameriprise, Raymond James Financial Services, and ThrivePoint Capital. Outside of his advisory work, he is involved with the Maniax 10U Travel Softball Team. 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 offers a range of services including portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Anthony Ragusa is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in a home-based mortgage and real estate services business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management supported by research and model portfolios.

Brad Kurtz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2021 and previously spent seven years at Voya Financial Advisors. Kurtz is also involved with Menard Financial Group and Menard Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients through a variety of portfolio management, financial planning, and retirement services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets.

Michael Austin is a CFP® professional based in Baton Rouge, LA, with 39 years of experience in the financial industry. He joined OSAIC in 2024 after a decade at Securities America Advisors, Inc. In addition to his advisory role, he is an independent life and health insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering access to multiple platforms, third-party money managers, and a range of portfolio construction tools.

Garrett Norton is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Hancock Whitney Bank, Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he is the owner and president of Mayfair Medical, LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management approaches supported by research and model portfolios.

John Dawes is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds a Series 63 license and is based in Gonzales, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. 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 network of financial advisors and branch offices nationwide.

Mark Mc Call is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 designations and 19 years of industry experience. He 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 programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors across 15,000 branch offices.

Nelson Brown IV is a financial advisor with Edelman Financial Engines in Baton Rouge, LA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Christopher Palermo is a financial advisor with Ameriprise in Windermere, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory role, he serves as Vice President of a non-investment-related business, RLC2019. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Ashley Hall is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with four years of industry experience. She has been associated with Edward Jones since 2015. Outside of her advisory role, she owns Rustic Oak Designs LLC, a custom creations and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Daniel Robinson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked with LPL Financial since 2009. Robinson provides tax preparation services on a limited basis outside his advisory role and serves as a nonprofit board member for Resource Bank, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Mason Terrell is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Worley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

Michael Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has professional experience that includes over a decade at Blue Cross and Blue Shield of Louisiana prior to joining Raymond James. He is also associated with Lee Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports a large network of advisors with specialized programs and consulting services.

Conley Menard is a financial advisor with Cetera in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. He has been associated with Cetera and its affiliated entities since 2021 and also operates Menard Financial Group and Menard Wealth Management. Menard is licensed to sell fixed insurance products including life, disability, fixed annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to both affiliated and third-party investment managers.

Johanna Kamerman is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is the owner and attorney at Kamerman Law Firm, PC. Ameriprise is a large institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Menard is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Voya Financial Advisors and Cetera Wealth Services, and he has been involved with Billion Dollar Mentoring since 2006. Outside of advising, he owns Menard Financial Group, LLC and operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports varied investment strategies and program structures.

Kory Waguespack is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Total Exterior Solutions LLC, Austin Fire Systems, the Country Club of Louisiana, Cheesecake Bistro, and Pot and Paddle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Adam Greene is a CFP®-certified financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held positions at Menard Financial Group, Voya Financial Advisors, and Capital One Investing. Greene also operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Charles Moreau is a financial advisor at Raymond James Financial in Baton Rouge, LA, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience in the chemical industry, including 14 years at Lanxess Corporation. Moreau also operates Moreau Consulting LLC, an entrepreneurial venture outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its services with technology and specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.