Samuel Robertson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has extensive experience in financial services, having started his career at Merrill Lynch in 2001 following a 20-year career with Exxon Mobil. After a brief departure from the firm in 2008, he rejoined Merrill Lynch in 2015 where he continues to serve clients primarily in the petroleum and chemical industries. Robertson’s approach to financial advising emphasizes understanding clients’ priorities, resources, and goals to develop customized strategies that address various aspects of their financial lives. He focuses on strategic asset allocation and managing investments during the distribution phase of retirement. As a Senior Portfolio Manager, he manages Personalized and Defined Strategies on a discretionary basis, incorporating individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds the Series 7, 31, and 66 FINRA registrations as well as Life and Health Insurance Licenses and the Personal Investment Advisor designation. He earned an Accredited Certificate from Baton Rouge Vocational Technical College. Outside of his professional role, Robertson resides in Greenwell Springs, Louisiana with his wife Michelle. They have two adult children and four grandchildren. His personal interests include hunting, fishing, and following LSU sports. He also volunteers with the Dream Day Foundation, supporting St. Jude Children’s Research Hospital through fundraising and advocacy.

Christopher Choate is a CFP® with 22 years of industry experience, all with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greenwell Springs, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lori Dicharry is a Series 66-licensed financial advisor with UBS Financial Services in Baton Rouge, LA, with nine years of industry experience. She worked at Merrill from 2014 to 2020 before joining UBS, where she has been advising clients since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research, model-based asset allocations, and a combination of wealth management and institutional trading capabilities.

Margaret Martinez is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2017. Outside of her advisory role, she is a notary public for the state of Louisiana. 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 comprehensive research and a range of portfolio management styles.

Jackson Wall is a Financial Advisor at Merrill Lynch Wealth Management. He holds a High School Diploma from Catholic High School and a Bachelor's Degree from Louisiana State University. Further details regarding his professional experience, areas of expertise, or personal interests have not been provided.

Thomas Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Richard Pipes Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Brandon Pierce is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he operated Brandon's Birdies LLC for seven years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors and utilizes multiple portfolio management approaches across various program structures.

Henry Andrews is a CFP® professional with 19 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 12 years at J.P. Morgan Securities. He is based in Baton Rouge, LA. Raymond James & Associates serves a broad client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm delivers tailored financial planning and non-discretionary investment consulting, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Cedric Lewis is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education at several high schools in Louisiana from 2012 to 2025. Outside of his advisory role, he is a rideshare driver in Metairie, LA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Justin Tersteeg is a Certified Financial Planner (CFP®) with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Russ Davis Wholesale and the LSU economic policy and research group. 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 through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Rickie Johnson is a financial advisor with Equitable Advisors in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Johnson serves as Treasurer for the Association Haitienne de Développement Humain, Inc., a community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services.

Kelly Eason is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2007 and also has experience with Bank of America, N.A. since 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Patrick Amie is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His work history includes roles at Hancock Whitney Bank, Valic Financial Advisors, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ciara Gibbs is a financial advisor with Equitable Advisors holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Equitable Advisors in 2020, she held roles with Waitr, the Chamber of Commerce, and was involved with both the Boy Scouts and Girl Scouts councils. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing a range of investment products and third-party advisory platforms.

Eric Hebert is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Hancock/Whitney Bank and SWBC Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers various portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary strategies across multiple program structures.

Nicholas Randazzo Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides clients with research-based investment strategies tailored to their goals and risk tolerances.

Thomas Barrett IV is a CFP® and ChFC® at Edward Jones with four years of industry experience. He previously worked for Foxy's Ascension for seven years. Outside of finance, he owns Barrett Fitness Concepts, a personal training and gym business 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 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.

John Zimek is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at Senior Shield LLC, Elevate Health LLC, Call-Health LLC, and Gilsbar LLC. 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 employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated insurance and lending services.

Traci Taylor is a Financial Advisor at UBS Financial Services with 21 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 1990. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.