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Kelly Y

CFP®, Series 66

Baton Rouge, LA

Edward Jones

Kelly York Lastrapes is a CFP® professional with 17 years of industry experience, currently serving clients at Edward Jones since 2013. Based in Baton Rouge, LA, she holds the Series 66 designation. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Social Security optimization Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Johanna K

Series 66

Prairieville, LA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jennifer B

CFP®, ChFC®, Series 66

Baton Rouge, LA

Edward Jones

Jennifer Barrett is a financial advisor at Edward Jones in Baton Rouge, LA, with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she was involved with Foxy's Ascension, LLC and Barnett Fitness dba Foxy's Fitness Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm offers a variety of managed and advisory solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Kory W

Series 66

Gonzales, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James E

Series 63

Baton Rouge, LA

LPL Financial

James Ewing is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Altus Wealth Management, Geneos Wealth Management, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeremy T

Series 66

Baton Rouge, LA

LPL Financial

Jeremy Thigpen is a Series 66-registered financial advisor with LPL Financial in Baton Rouge, Louisiana, and has 16 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tricia M

Series 66

Baton Rouge, LA

Cetera

Tricia Marchand is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services and Avantax. Marchand is also associated with KCS Wealth Advisors, LLC, operating under the name Kore Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management through a multi-manager platform, offering a variety of program options and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tammy J

Series 66

Baton Rouge, LA

Edward Jones

Tammy Joseph is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2021, she worked for several Catholic schools between 2009 and 2021. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon B

Series 63, Series 66

Baton Rouge, LA

Edward Jones

Brandon Becnel is a financial advisor with Edward Jones in Baton Rouge, LA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Becnel has been with Edward Jones since 1998. 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, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Meagan H

Series 66

Prairieville, LA

Edward Jones

Meagan Hoyt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Regions Bank for 18 years before joining Edward Jones. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Quinn M

Series 66

Baton Rouge, LA

Edward Jones

Quinn Morvant is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morvant held various roles including positions at Louisiana State University and CF Industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory strategies and affiliated services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua S

Series 66

Baton Rouge, LA

LPL Financial

Joshua Sparacino is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2007 to 2011. In addition to his advisory role, he works as an insurance agent for Clements Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Leah M

Series 66

Baton Rouge, LA

Raymond James Financial

Leah Morris is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019. Morris serves as a director on the board of CLM Private Foundation, a charitable organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals and portfolio management across a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Linc L

Series 63, Series 65, Series 66

Gonzales, LA

J.P. Morgan Securities

Linc Le Blanc is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. He holds Series 63, Series 65, and Series 66 licenses. 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 brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Thomas B

Series 63, Series 65

Baton Rouge, LA

Cetera

Thomas Breaux Sr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms including Avantax and Raymond James. He also runs his independent securities business, T.A. Breaux Investments LLC, where he serves as president and CEO. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary strategies and offers access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Micah M

Series 66

Baton Rouge, LA

Raymond James Financial

Micah Morris is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. He has been associated with Raymond James Financial Services since 2016 and is a vice president of the Financial Service Corporation of Baton Rouge. He was previously involved with 4ME TRAINING LLC, a business he co-established but that has been inactive since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and is notable for its municipal and public finance affiliation as well as specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Clinton H

Series 63, Series 65

Baton Rouge, LA

Edward Jones

Clinton Hornsby is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Edward Jones, he was involved with Hornsby Construction Group, LLC and Richmond W. Krebs & Associates Professional Land Surveying, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, alongside affiliated investment products and specialized services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeremy P

Series 63, Series 65

Baton Rouge, LA

LPL Financial

Jeremy Perque is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. He previously worked at Sanders Morris LLC and Geneos Wealth Management Inc. in addition to maintaining a long-term association with Altus Wealth Management LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael N

Series 63

Baton Rouge, LA

LPL Financial

Michael Nichols is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2004, with additional experience at Altus Wealth Management and Geneos Wealth Management. Nichols is also involved in managing a professional liability and medical malpractice insurance agency in Baton Rouge, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and retirement plan participants. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, portfolio management, and institutional investment solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Linda R

Series 63, Series 65

Baton Rouge, LA

LPL Financial

Linda Rodosta is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with LPL Financial since 2008 and previously worked at Edward Jones. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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