William Battestin is a financial advisor at Morgan Stanley with 40 years of experience in the industry. He holds Series 63 and Series 65 credentials. His prior work includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and investment models.

Lyle Vanhorn Sr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 39 years of industry experience. His career includes 25 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. He also works as an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing collaborative, goal-based planning supported by firm-approved analysis tools.

Stephen Spratley is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with J.P. Morgan entities since 1996 and has been with J.P. Morgan Securities since 2012. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

James Meche is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 19 years of industry experience and is based in Sulphur, Louisiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large network of Wealth Advisors. The firm integrates institutional advisory services with brokerage, distribution, and investment management capabilities.

Ashlee Saxby is a financial advisor at Edward Jones in Lake Charles, LA, with seven years of industry experience. She has held various roles within Edward Jones since 2015 and previously worked at Southern Home Health and Mary Kay. Outside of her advisory work, she is listed as a promoter for a nutritional supplement product but has not received compensation for this activity. 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 large nationwide network of advisors and branch offices.

John Doumite is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and having 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved as a manager in a family-related rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its clients’ financial goals.

Kenneth Martin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2012, bringing over thirty years of experience in operational and accounting management as well as ownership within the auto and heavy truck dealership industry. This extensive background provides him with valuable insight into the financial and business needs of business owners, enabling him to structure wealth management, estate planning, and business financial strategies tailored to their unique requirements. Mr. Martin graduated from Louisiana State University Baton Rouge in 1980 with a Bachelor of Science in Industrial Management. He holds the designation of Personal Investment Advisor (PIA). His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and investment strategy for individuals and businesses. A lifelong resident of Lake Charles, Louisiana, Kenneth Martin is actively involved in his community. He serves as a vestry member and finance committee member of the Good Shepherd Episcopal Church, where he has held leadership roles including Senior Warden. Additionally, he is a board member of the Chennault International Airport Authority. Outside of his professional and community commitments, he pursues interests such as big game hunting and enjoys spending time with his wife, Brigette Walker Martin, and their four children.

Frederick Carter is a financial advisor at Morgan Stanley with Series 66 credentials and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and provides investment advisory services without directly recommending individual securities as part of its standalone planning programs.

Kamran Richard is a CFP® and ChFC® credentialed advisor with four years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at Lombard Securities Incorporated and McNeese State University. 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.

Cameron Quesnel is a financial advisor with Edward Jones in Sulphur, LA, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in the restaurant industry, including positions at Drago's Seafood Restaurant and Mellow Mushroom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Quintin Boyett is a Series 66-licensed financial advisor with Edward Jones, based in Lake Charles, LA, and has 18 years of industry experience. He has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sierra Walsh is a Series 66-licensed financial advisor with Edward Jones, based in Lake Charles, LA, with three years of industry experience. Her background includes multiple roles at Edward Jones since 2015, as well as positions at Empire of the Seed and McNeese State University. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisette Jacobs is a Series 63 licensed financial advisor with Primerica Advisors in Lake Charles, LA, where she has worked since 1995. She has 30 years of industry experience and has been associated with Primerica Financial Services since 1993. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Mark Eckard Sr. is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2005. Based in Lake Charles, Louisiana, he serves clients through his role at LPL Financial and also works as a high school softball umpire. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, through a large network of investment adviser representatives.

Jake Hanks is a financial advisor at Morgan Stanley in Lake Charles, LA, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley and its Private Bank in 2025, he attended Louisiana State University from 2020 to 2025 and worked at the Lake Charles Racquet Club and St. Louis Catholic High School. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating firm-approved tools and market modeling techniques.

Josh Breaux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. 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 operates as both a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

William Hambor is a financial advisor at Edward Jones in Lake Charles, LA, with 21 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a Reserve Deputy responsible for running the reserve division at the Calcasieu Parish Sheriff's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Grant Cholley is a financial advisor at LPL Financial with one year of industry experience. He has previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Northwestern Mutual Investment Management. Outside of his advisory roles, he has experience connected to sports and fitness businesses, including Stables at Le Bocage and Snap Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by proprietary research and third-party subadvisors.

Dylan Breaux is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include work at the PE Training Center and TWFG Kelly Lee Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, delivering tailored recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies.