Christopher Gautreaux is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since the mid-2000s. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by various analytical tools.

Jeff Robin is a CFP® certified financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at J.P. Morgan Securities and Chase Investment Services Corp. He operates J. Robin Wealth Management, LLC, an investment-related business affiliated with his LPL activities. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Matthew Colvin is a CFP® with 19 years of industry experience, currently associated with Raymond James & Associates in Baton Rouge, LA. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

Ross Massey is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Life Insurance Corp, Ameritas Investment Company, Wealth Solutions, LLC, and Tulane University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized manager due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary services through a select group of Wealth Advisors.

George Miller is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Miller is involved as a partner in FREEMILL, LLC, where he manages administrative tasks related to condo ownership. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by proprietary research and a broad range of portfolio management options.

Michelle Mcnicoll is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Baton Rouge, LA, her career has focused on wealth management services within a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and various investment products, managing approximately $2.74 trillion in client assets.

Joleen Coolman Oswald is a financial advisor at Edward Jones with nine years of experience, holding a Series 66 designation. She has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Caroline Walters is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 license and has three years of industry experience. She has prior experience at Loyola University of Chicago’s Quinlan School of Business and has been involved with Downtown Entertainment LLC. Walters is a member of the Louisiana Association of Business and Industry’s Emerging Leaders Council and Taxation and Finance Council, participating in quarterly meetings to discuss economic and fiscal matters affecting the state. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sara Simoneaux is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2021, she worked in the construction industry for over a decade. Outside of finance, she serves as a marketing consultant for Bultra Restaurant Group, where she manages social media and graphic design. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jeffrey Meares is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent three years at Ameriprise. In addition to his advisory role, he is involved with Assurance Financial, providing loan origination services. 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 research and technology tools.

Micah Lillich is a Series 66-credentialed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Baton Rouge, LA, where he has been since 2017, following five years at LPL Financial. Outside of his advisory role, he is a partner at Willow Lake Ranch, LLC, an entity established to assist with documentation related to family property development. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and secular return estimates to model financial outcomes.

Ann Singleton is a financial advisor at OSAIC with 39 years of industry experience. She holds a Series 63 designation and previously worked at FSC Securities Corporation for 20 years. She operates a sole proprietorship servicing her own investments and is also licensed as an insurance agent providing annuity services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with tools like asset-allocation models, risk assessments, and automated portfolio rebalancing. The firm’s complex corporate structure includes multiple mergers and third-party commercial arrangements, supporting various managed account and advisory platforms.

Cory Ludwick is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on developing comprehensive approaches tailored to clients’ unique financial situations, goals, and values, offering flexibility to adapt to changing market conditions. Cory provides clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America, addressing diverse aspects of their financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Cory holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His education includes a High School Diploma from Seven Rivers Christian, coursework in finance at the University of Arizona Global Campus, and attendance at the University of Central Florida. Cory participates in community service consistent with Merrill's tradition of community involvement. Outside of his professional work, he enjoys baseball, basketball, football, golfing, swimming, and spending time with his family.

David Gomez is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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.

John Oneal is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of Freedom Solutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Donovan Davis is a Wealth Management Advisor leading the Davis Wealth Management Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1980 and has over 45 years of service in the wealth management field. The Davis Wealth Management Group serves wealthy individuals, families, institutional, and nonprofit clients, offering a comprehensive range of wealth management services. Donovan focuses on strategic asset allocation, manager identification, and wealth management planning. He holds a Bachelor's degree from the University of Louisiana System and a Master's degree from the Louisiana State University System. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Donovan is also affiliated with the American Israel Public Affairs Council (AIPAC). Outside of his professional career, Donovan is involved with Hillsdale College. He is married to Tricia and has two children, Christine and John.

Eric Waechter is the Senior Resident Director and a member of The Hopkins Waechter Wealth Management Group at Merrill Lynch Wealth Management. In this role, he focuses on developing wealth management strategies for high-affluent clients, providing customized and attentive services that address the complexities of each client's financial needs and goals. His approach integrates the broad financial services expertise of Merrill, combined with the banking and lending solutions of Bank of America, and includes collaboration with clients' external advisors to ensure comprehensive financial guidance. Eric holds a Bachelor's degree from the Louisiana State University System and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise include college education planning, executive and equity compensation services, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. Outside of his professional responsibilities, Eric serves on the Baton Rouge General Foundation Board of Directors. He also engages in personal interests such as cooking, running, spending time with his family, and traveling.

Tyler Ginn is a Financial Advisor with Merrill Lynch Wealth Management, serving clients alongside Ginn Wealth Management, an advisory team based in Baton Rouge. He works to provide wealth management services that focus on connecting all aspects of clients' financial lives to help prioritize and pursue personal goals. His areas of focus include college education planning, personal retirement planning, and portfolio management services. Tyler joined Merrill Lynch Wealth Management in 2021 and holds a bachelor's degree in finance from Louisiana State University, obtained in 2024. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). His approach centers on developing strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. Outside of his professional role, Tyler enjoys LSU sports such as baseball and football, as well as hiking, traveling, and playing pickleball.