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.

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.

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.

Jackie Honeycutt is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. She has worked within various Wells Fargo entities since 2015. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Jennifer Ete is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes roles at PFS Investments Inc. and The Natural Touch Massage. Outside of advisory work, she is associated with a solar power sales business managed by her family, though she is not actively involved. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment models.

Kara Kepper is a financial advisor at Edward Jones with the Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked five years in the Central Community School System and served Berean Ministries for over two decades. 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 under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jamielle Wiltz is a financial advisor at LPL Enterprise with a Series 66 designation and recent entry into the industry. Prior to joining LPL Enterprise, Wiltz held various roles including positions at New York Life, Primerica, and educational organizations such as the Vermilion Parish School Board and Lafayette Parish School System. Wiltz is also involved with the Louisiana High School Officials Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers additional services such as financial planning and access to third-party asset managers.

Coyt Nicholson is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera, and Regions Bank. Outside of his advisory work, he is involved in coaching youth baseball as a director and coach of Lugnuts Baseball LLC and serves on the Squires Board at the Episcopal School of Baton Rouge. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.

Stephens Mcvea is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Hancock Whitney Investment Services, JP Morgan Securities, Bank of America, and Merrill Lynch. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Marshall Gammon is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, LLC and Prudential Annuities Distributors, Inc. He has been associated with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory strategies and provides tax-efficient services, operating under a fiduciary standard.

Brandon Hurley is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 license and 18 years of industry experience. His career includes prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. He has a 20% ownership in Long Bridge Wealth Management LLC, an affiliated investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products through a large network of financial advisors.

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.

Derek Planchet is a financial advisor with LPL Enterprise in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and has experience in accounting with Robert Logreco CPA and Mogle & Hawkins CPAs, APC. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in a wrap program.

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.

Brian Bowman is a financial advisor with LPL Enterprise holding a Series 66 designation and based in Baton Rouge, LA. He has industry experience beginning in 2026, with prior roles including positions at Gulf Coast Bank and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research team and third-party strategists, and also includes affiliated trust custody, insurance services, and a collateralized lending program.

James Poche is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he has entrepreneurial involvement in the restaurant industry through a partial ownership stake in Canes Holdings LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, integrating advisory advice with other financial products and referral services.

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.

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.

Adam Ohlmeyer is a CFP® with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has prior experience with firms including Concourse Financial Group Securities Inc. and Prestridge Financial Management. Outside of advisory work, he is involved in consulting and coaching through Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Shakur Trammel is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes diverse roles across cultural, educational, and corporate organizations. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.