John Myers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at LPL Financial since 2019, following prior roles at FSC Securities Corp. and Edward Jones. 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 and model portfolio programs, supported by extensive technology and a broad array of non-advisory financial offerings.

Theron Dupree Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, having previously worked at Lincoln Financial Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of his advisory role, he is involved in non-variable insurance activities in Monroe, Louisiana. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies alongside technology tools for operational support.

Katelyn Mc Closkey is a financial professional with Cetera holding a Series 66 designation and four years of industry experience. She has worked at several firms including Emerald Retirement Planning Group, Inc., and Ameritas Investment Company, LLC. Outside of her advisory activities, she serves as a board member of Strauss Theatre Center, a nonprofit community theatre in Monroe, LA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program options and custodial relationships.

Jackson Best is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various positions including self-employment in lawn care and handyman services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jonathan Booth is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and operates his own independent firm, JLB Wealth Management, LLC. Booth also serves as office manager at Booth Wealth Management. 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 advisory services including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.

Destinee Green is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill, she worked at Premier Specialty Products for four years and held various roles at Tech Mahindra, Standard Enterprise, Pelican State Wholesale, Delta Mini Mart, and Louisiana Tech University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Angela Benson is a CFP®-certified financial advisor with Edward Jones in Monroe, LA, where she has worked since 2019. She has six years of industry experience, including four years at CenturyLink prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Erin Muranovic is a financial advisor with Merrill, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Bank of America, Black Knight Financial Services, and JP Morgan Chase. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gregory Richards is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at LPL Financial, First Horizon Advisors, infinex Investments, Inc., and IBERIA Financial Services. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Darren Smith is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked with J.P. Morgan in various roles since 2012, including positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Michael Barras is a financial advisor with Edward Jones in Monroe, LA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he is the owner of an agricultural joint venture in Rayville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Lucas Vascocu is a CFP® and Series 66-licensed financial advisor with Edward Jones in West Monroe, LA, where he has worked since 2012, accumulating 13 years of industry experience. He is affiliated with one of the largest wealth management firms, known for serving a broad client base including individual and institutional investors. Edward Jones manages over $1 trillion in assets and 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. The firm has a substantial national presence with more than 23,000 financial advisors and 15,000 branch offices.

Andrew Knight is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on working one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adjusts portfolios as clients’ situations evolve. Andrew’s expertise includes retirement income planning and educational funding, using Merrill's wealth planning approach to guide clients through identifying and pursuing their financial goals. He emphasizes understanding clients’ family dynamics, concerns, and priorities to create personalized plans aligned with risk tolerance, time horizon, and liquidity needs. Andrew also prioritizes educating clients and their families about the planning process and financial markets. Andrew holds a Bachelor's Degree from the Louisiana State University System. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Charles Booth is a financial advisor with LPL Financial in Monroe, Louisiana, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Morgan Keegan & Company. Outside of his advisory work, Booth is owner of Booth Wealth Management, LLC, and a partner in a hunting club called Southside Land Company. 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, wrap and model portfolio programs, and institutional platforms.

Brandon Justus is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 2015. He has been in the financial services industry since 2012 and focuses on planning, business management, and retirement plans. Brandon's client focus areas include family wealth management strategies, personal retirement planning, and small business strategies. He holds a Bachelor's degree in Finance from Louisiana Tech University and a Master of Science in Finance from the College for Financial Planning. Brandon is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Accredited Wealth Management Advisor™ and Certified Plan Fiduciary Advisor® designations. Outside of his professional work, Brandon enjoys spending time with his wife and children. He participates in his community by serving in the worship ministry at his church. His personal interests include playing guitar, hunting, and various sports activities.

William Clausen is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has prior experience at Manaseeh, Gill, Knipe, and Belanger, as well as roles connected to Southern University Law Center and the 19th Judicial District Court in East Baton Rouge. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles and provides municipal advisory services and institutional consulting.

Brittany Johnston is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 15 years of industry experience. She has worked at several firms including Boggs Financial Company LLC and currently operates E & M Financial, LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports various advisory programs and institutional portfolio management.