John Mann is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and manages several businesses through various LLCs, including an investment holding company for a private oil well venture. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and fiduciary services.

Claire Hill is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL, she worked at the Federal Deposit Insurance Corporation and has diverse experience including roles in retail and service industries. Claire is based in Baton Rouge, LA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Tyler Meche is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at PPG and spent four years at McNeese State University. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies primarily through third-party managers and offers financial planning, access to asset managers, and affiliated insurance and trust services.

Lance Moulin is a financial advisor at Edward Jones in Baton Rouge, LA, with 23 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2011. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Renee Mccoy is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2008 and also worked at Bank of America, N.A. starting in 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amy Andrews is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Andrews serves as a committee member on the Parish Finance Committee at St. Jean Vianney Catholic Church. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Chad Kannady is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2018, including roles at Cetera Investment Services LLC and Hancock Whitney Investment Services, Inc., as well as a concurrent 26-year service with the Kansas Army National Guard as a counterintelligence special agent. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual and institutional clients with a range of portfolio management and financial planning services. The firm supports advisors with flexible program options, including model portfolios, third-party manager selections, and bespoke strategies.

Ashley Peck is a financial advisor with Primerica Advisors in Baton Rouge, LA. She holds Series 65 and Series 63 licenses and has been associated with Primerica since 2010, including her current role beginning in 2026. Prior to her advisory position, she worked in various roles at the Regional Transit Authority, Walmart, and Autonation. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

Malcolm Wall is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized financial plans that align with their individual goals and priorities. His work involves assisting clients with funding education, preparing for retirement and potential health care expenses, and creating strategies to achieve long-term family objectives. Malcolm holds a Bachelor's Degree from the Louisiana State University System. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Christopher Baker is a financial advisor with Edward Jones in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved with Bakerhouse Enterprises, LLC, a baked goods business in Baton Rouge connected to his family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Bingham Boudreaux is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at The Prudential Insurance Company of America since 2003. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Stephanie Campo is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 designation. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Browning is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as an assistant to the director of operations at Med Express Ambulance Service, where he assists with safety and risk management, marketing, quality control, and continuing education. 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, supported by a large network of advisors and a broad array of financial products.

Charles Terrebonne Sr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is involved with Acumen Fiscal Agent, LLC, a company that administers payroll and applications for caregivers of individuals with special needs receiving government benefits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Michel Woods is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services, Foresters Financial Services, and The Prudential Insurance Company of America. Woods has been involved with Beacon Light Baptist Church of Baton Rouge since 2009. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Collis Temple is a Series 63 licensed financial advisor with Primerica Advisors in Baton Rouge, LA, where he has worked since 2003. He has 22 years of industry experience and briefly worked at Atlas in 2021. Outside of his advisory role, Temple serves as president and director of The Harmony Center, Inc., a nonprofit providing group homes for at-risk youth in Baton Rouge. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Dorothy Gilbert is a CFP® professional with 43 years of experience in the financial services industry. She has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory role, she owns a sole proprietorship focused on addressing clients’ insurance needs, including long-term care and fixed annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and a variety of investment options.

Mikayla Bates is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior positions include roles at The Prudential Insurance Company of America, Northwestern Mutual, and Sigma Financial Corporation. She serves on the board of the North Baton Rouge Chamber of Commerce and regularly speaks on religious topics at various venues. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Keith Leblanc is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera since 2022 and previously spent over two decades with Hancock Whitney Bank and Hancock Investment Services. Outside of his advisory role, he is involved in event planning, gift concierge, and creative writing promotion through his business, SOUTHERNLY SOCIAL LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services across various program structures and custodial relationships.

Patrick Hannie is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.