Anthony Ragusa is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at LPL Financial since 2012 and previously spent six years at Merrill. Outside of his advisory role, he operates a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

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 in Baton Rouge, LA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Hancock Whitney Bank, Bank of America, Merrill, and Northwestern Mutual. He is also the business owner and president of Mayfair Medical, LLC, a non-investment-related venture. 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.

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 at Edelman Financial Engines with 19 years of industry experience. He holds Series 65 and Series 66 designations and has worked with Financial Engines Advisors L.L.C. since 2016, including prior roles at The Mutual Fund Store. Based in Baton Rouge, LA, Brown has spent a significant portion of his career within the Financial Engines organization. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice, emphasizing diversified portfolios, periodic rebalancing, and long-term strategies.

Christopher Palermo is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2004. Outside of advising, he is vice president of a business called RLC2019, which is not investment-related. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

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 credentials and 25 years of industry experience. His career includes roles at Chase Investment Services Corporation and Banc One Securities Corporation before joining LPL Financial in 2008. Outside of advising, he provides tax preparation services on a limited basis and serves on the board of a nonprofit organization. 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 financial planning and investment management solutions through a large network of advisors, combining model portfolio options with customized strategies and supporting tools.

Mason Terrell is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Worley from 2022 to 2024. 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.

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.

Joshua Robinson is a Series 66-credentialed advisor with J.P. Morgan Securities in Baton Rouge, LA, where he has worked since 2018. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and UPS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.