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Joshua R

Series 66

Baton Rouge, LA

J.P. Morgan Securities

Joshua Robinson is a Series 66-credentialed advisor with J.P. Morgan Securities in Baton Rouge, LA, where he has worked since 2018. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and UPS. 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Wealth management Executive Founder/Business Owner
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Martin N

Series 63

Baton Rouge, LA

Ameriprise

Martin Navarro is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, Navarro is involved in construction and general contracting through his business APlus Contractors and manages multiple commercial real estate properties. He also serves on the board of the Siegen Lane Office Center Association. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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 Wealth management Business ownership considerations 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. Outside of his advisory role, he works as an insurance agent for Clements Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Milton H

CFP®, Series 66

Baton Rouge, LA

LPL Financial

Milton Hamer III is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with LPL Financial since 2005, based in Baton Rouge, LA. Outside of his advisory role, he serves as a co-trustee for family trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

College savings (529s, UTMA, etc.)
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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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Jeffrey B

Series 63, Series 65

Baton Rouge, LA

Robert Baird & Co.

Jeffrey Bailey is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird & Co. since 1994 and holds Series 63 and Series 65 licenses. Based in Baton Rouge, LA, he is part of a large team of over 3,000 advisors at the firm. The DDK Group, where Mr. Bailey works, is a team within Robert W. Baird & Co.’s Private Wealth Management practice serving individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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John L

CFP®, Series 66

Baton Rouge, LA

LPL Financial

John Leatherwood is a CFP®-certified financial advisor with LPL Financial, based in Baton Rouge, LA, and has 20 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various strategic investment approaches.

College savings (529s, UTMA, etc.)
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Wesley W

Series 66

Brusly, LA

Edward Jones

Wesley Watts is a financial advisor with Edward Jones in Brusly, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served on the West Baton Rouge Parish School Board for eight years. Watts also provides keynote speeches, leadership training, and consulting services for education companies and leads weekly virtual Bible study sessions for school leaders across multiple states. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

College savings (529s, UTMA, etc.)
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Matthew H

Series 66

Gonzales, LA

Edward Jones

Matthew Hamner is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Alliance Safety Council for three years. Hamner holds the Series 66 designation and is based in Gonzales, Louisiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Joseph M

Series 63, Series 66

Baton Rouge, LA

Cetera

Joseph Muniz Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Cetera Advisors LLC and OneAmerica Securities, Inc., among others. He is involved in organizing a fundraising golf tournament as a director of Patriots of Scholars. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by a large nationwide network of advisors.

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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Jonathan P

Series 66

Baton Rouge, LA

J.P. Morgan Securities

Jonathan Pardue is a Series 66-licensed financial advisor with J.P. Morgan Securities in Baton Rouge, Louisiana, and has 11 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach. The firm offers these services on a non-discretionary basis, with clients maintaining final decision-making authority.

Wealth management Executive Founder/Business Owner
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Christopher P

Series 66

Paulina, LA

Edward Jones

Christopher Poche is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His background includes roles at First American Bank and Trust, Sunshine Cleaners, PepsiCo, and service in the United States Air Force and Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Timothy H

CFP®, Series 63, Series 65

Baton Rouge, LA

Ameriprise

Timothy Hunter is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports delivered in partnership with clients’ advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph S

Series 63

Baton Rouge, LA

Wells Fargo Advisors

Joseph Smith is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 63 designation and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He owns and operates ProView Wealth Management, an investment-related business in Baton Rouge. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that cover a broad range of client needs including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ron B

CFP®, Series 66

Paulina, LA

Edward Jones

Ron Becnel is a financial advisor with Edward Jones in Paulina, Louisiana. He holds the CFP® designation and Series 66 registration, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is listed as a manager of a hair dressing and beauty salon business owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Traylor B

Series 66

Plaquemine, LA

Edward Jones

Traylor Brymer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Brymer held roles at Cintas Corporation, the Mid-South Association of Independent Schools, and Belhaven University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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