Luke Pezzulla is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His background includes roles at Robert W. Baird & Co. Incorporated, Maxwell's Market, and Louisiana State University. J.P. Morgan Securities LLC 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 to guide its recommendations.

Michael Dugas is a financial advisor with Ameriprise based in Baton Rouge, LA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through MD Business Ventures, focusing on management, accounting, and consulting. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Jordan Dudley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Merrill for two years and was associated with Lamar University and Louisiana State University earlier in his career. He also operated Coach "O" Tiger Football Camps, L.L.C. in 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and various portfolio management strategies.

Paul Walker is a financial advisor with Morgan Stanley Wealth Management in Baton Rouge, LA, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Outside of his financial advisory work, he is a co-owner of a boat and apartment rental business. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through a combination of advisory and brokerage services.

John Bevinetto is a Financial Advisor at Merrill Lynch Wealth Management, where he works as part of a team of five advisors dedicated to assisting clients in achieving their financial goals. He joined Merrill Lynch Wealth Management in January 2023 after nearly seven years practicing as a trial attorney throughout Louisiana. John graduated from Louisiana State University with a B.S. in Finance in 2012 and earned his J.D./D.C.L. from the Paul M. Hebert Law Center at Louisiana State University in 2015. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his role, he helps clients with various aspects of their financial lives, including investments, liabilities, estate, and retirement planning. Outside of his professional work, John enjoys spending time with his family, cooking, baseball, football, skiing, and traveling. He is also involved in raising money for local charities through participation in a competition barbecue team.

Kristin Le Blanc is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she is the owner of KPL Industries, LLC. Ameriprise offers retirement-income planning services designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.

Daniel Gomez is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for Chicago Bridge & Iron/YCB&I from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jessica Ourso is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she is a partner in Ourso Electric, assisting with invoices and marketing for her husband's business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Ryan Istre is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at Merrill and UBS Financial Services. He is currently based in Baton Rouge, LA. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Mcrae Jr. is a Series 66-registered financial advisor with Raymond James & Associates in Baton Rouge, LA, with 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

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.

Hope Bellelo is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. 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 applying an ESG eligibility framework in its recommendations.

Michael Enos is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2018 and previously with Bankers Life Securities Inc and BANKERS LIFE from 2015 to 2018. Outside of his advisory role, Enos owns Fraser Marketing Group, Inc., a business he has operated since 1991, and is a member of Fraser Marketing Group II, LLC, which owns his private plane for tax purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers programs including estate settlement and employer-sponsored planning.

Thomas Oconnor is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Raymond James & Associates since 2013. Outside his advisory role, he is a member of HBO Properties, LLC and a partner in M&O Holdings, LLC, both private business ventures. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, affiliated research, and municipal advisory services.

Jeff James is a financial advisor with LPL Financial, holding a Series 63 designation and over 45 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center for extended periods before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party management, and institutional platforms.

Angela Rice is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Private Bank, JP Morgan Chase, and New York Life. Prior to her financial services career, she worked in the restaurant industry. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Hunter Hebert is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, he worked in roofing and construction, as well as in credit union services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.