Tricia Marchand is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services and Avantax. Marchand is also associated with KCS Wealth Advisors, LLC, operating under the name Kore Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management through a multi-manager platform, offering a variety of program options and access to third-party money managers.

Kevin Knobloch is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022 and previously worked within other Wells Fargo entities from 2009 onward. Outside of his advisory role, he serves on the investment committee of the Baton Rouge Area Foundation and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm provides customized recommendations supported by proprietary research and tools, with planning engagements typically conducted on a discrete basis.

Tammy Joseph is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2021, she worked for several Catholic schools between 2009 and 2021. 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 strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Richard Burtt II is a financial advisor with Cetera in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and J.P. Morgan Chase. Outside of his advisory work, he owns and manages a real estate business involving property maintenance and related duties. Cetera provides a wide range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients, offering both discretionary and non-discretionary portfolio management through a multi-manager platform with access to various model portfolios and third-party managers.

Julian Bourgeois is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Hancock Investment Services, Inc. for eight years before joining LPL Financial in 2019. Outside of his advisory work, he is involved in business entities for tax and investment purposes unrelated to advisory services. 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 and brokerage services, including financial planning and model portfolios, supported by a broad platform that integrates various third-party asset management options and institutional services.

Leah Morris is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019. Morris serves as a director on the board of CLM Private Foundation, a charitable organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals and portfolio management across a broad advisor network.

Thomas Breaux Sr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms including Avantax and Raymond James. He also runs his independent securities business, T.A. Breaux Investments LLC, where he serves as president and CEO. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary strategies and offers access to affiliated and third-party money managers.

Micah Morris is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. He has been associated with Raymond James Financial Services since 2016 and is a vice president of the Financial Service Corporation of Baton Rouge. He was previously involved with 4ME TRAINING LLC, a business he co-established but that has been inactive since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and is notable for its municipal and public finance affiliation as well as specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Clinton Hornsby is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Edward Jones, he was involved with Hornsby Construction Group, LLC and Richmond W. Krebs & Associates Professional Land Surveying, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, alongside affiliated investment products and specialized services.

John Mcpherson Jr. is a financial advisor with Cetera in Denham Springs, LA, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of advising, he is involved in income tax preparation and bookkeeping through his own LLC. 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 portfolio management and consulting services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Jeremy Perque is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. He previously worked at Sanders Morris LLC and Geneos Wealth Management Inc. in addition to maintaining a long-term association with Altus Wealth Management LLC. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Nichols is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2004, with additional experience at Altus Wealth Management and Geneos Wealth Management. Nichols is also involved in managing a professional liability and medical malpractice insurance agency in Baton Rouge, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and retirement plan participants. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, portfolio management, and institutional investment solutions.

Floyd Bernard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and previously worked at firms including Concourse Financial Group Securities and Institutional Securities Corp. Bernard also has involvement in consulting and coaching through his ownership of Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent Financial Professionals and provides access to both proprietary and third-party investment strategies across multiple platform arrangements.

Troy Aucoin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes nearly two decades at Edward Jones and roles at Commonwealth Financial Network and his own firm, Aucoin Wealth Management, LLC. He is also the founder and president of TJALOGISTICS, where he manages financial responsibilities and business development. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services supported by analytical tools and emphasizes technology, cybersecurity, and municipal advisory capabilities.

Reed Boudreaux is a financial advisor at LPL Financial in Baton Rouge, LA, holding a Series 66 designation. He has prior experience at Hancock Whitney and Archer Consulting Group. 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 offers financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional programs, supported by a network of over 22,800 advisors.

Brendan Hays is a CFP® professional with two years of industry experience, currently affiliated with Cetera in Baton Rouge, LA. His work history includes roles at T.A. Breaux Investments and Cetera Wealth Services, as well as assisting with financial planning and administrative duties at Hays Breard Financial Group. Cetera Investment Advisers LLC operates as a multi-manager platform 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 consulting services through a nationwide network of independent advisors.

Charles McMakin is a financial advisor with LPL Financial, holding a Series 63 designation and over 43 years of industry experience. He has previously worked with Altus Wealth Management LLC, Geneos Wealth Management Inc., and Sanders Morris LLC. McMakin serves as a board member of the Port of Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Robert Smith is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Cetera and its related entities since 2013 and has additional work history with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Jeramie Anderson is a financial advisor at Edward Jones in Baton Rouge, LA, with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he was involved in several businesses, including owning Project Pro Handyman and Home Improvement and coaching at Elevate Strength and Fitness. He also served in the Louisiana Army National Guard for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaun Burns is a Series 66-licensed financial advisor with Wells Fargo Advisors in Baton Rouge, LA, and has 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Burns serves as president of the Lakes at Highland Homeowners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.