Robert Burke is a financial professional with Cetera who holds a Series 66 credential and has four years of industry experience. He has been affiliated with Cetera and related entities since 2021. Outside of his advisory role, Burke is a co-author of a book focused on the stages of a Major League Baseball career and serves as a board member for a homeowners association and a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services while providing access to multiple investment managers and program structures.

Lee Palmer III is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of advising, he manages business expenses for P, B & Associates, LLC. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and Social Security guidance. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Colby Barnett is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and holds compliance director roles at multiple affiliated entities. Barnett also serves as a board member for his local homeowners association. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Adam Karrigan is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, including a prior role at the Louisiana State University Department of Economics. He serves on the Board of Directors of the Financial Planning Association Louisiana and is Treasurer for Forum 225. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Gregory Fulcher is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, and has been associated with Bergeron & Lanaux, CPAs since 1995. Outside of advising, he owns and manages several small businesses including a candy and baked goods company and serves on the board of the nonprofit WealthPromise, Inc. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anastasia Stanley is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Stanley has been with Edward Jones since 2013. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Leblanc is a Series 66 licensed financial advisor with Edward Jones in Donaldsonville, LA, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Lee Starnes is a financial advisor at Edward Jones in Baton Rouge, LA, holding CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a joint member of CASA LEGACY LLC, a real estate business co-owned with his sister. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Debbie Lumpkin is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Advisors since 2009. She is based in Baton Rouge, LA, and holds Series 63 and Series 65 licenses. Outside her advisory role, she owns and operates The Lumpkin Group LLC and serves as trustee for The Lumpkin Group 401K. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.

Kelli Frederick is a financial advisor with Cetera, holding a Series 63 credential and bringing 25 years of industry experience. Prior to joining Cetera in 2022, she spent 19 years at Hancock Bank and Hancock Investment Services. Outside of her advisory work, she owns and operates a photo booth rental business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a variety of portfolio management and financial consulting services through a large network of independent advisors.

Kyle Robichaux is a financial advisor with Edward Jones in Plaquemine, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a co-signer for a childcare business in Gonzales, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Darrell Ourso is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a member of TipMasters, a business networking group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various management strategies.

Michael Mayeux is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with LPL Financial since 2015. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Heather Barker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for Westlake Chemical for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

William Bush is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. He has been associated with Cetera Advisors LLC since 2015 and operates his own video production business alongside his advisory work. Bush is also a co-author and content creator for Horizon Media, a division of Horizon Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Steven Simoneaux is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Baton Rouge, LA. He has 12 years of industry experience, having worked at JPMorgan Securities LLC and JP Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ray Trosclair is a CFP®-designated financial advisor with Ameriprise in Baton Rouge, LA, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in coaching and mentoring another advisor and is connected to publishing through family-owned companies specializing in children’s books. Ameriprise provides a retirement-income planning service tailored for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Ben Glueck is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Christopher Reeves is a financial advisor at Edward Jones in Plaquemine, LA, holding CFP® and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an advisory board member and chairman for St. John School in Plaquemine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and solutions, including discretionary and non-discretionary strategies, SMAs, affiliated mutual funds, and tax-efficient services, supported by a large national network of financial advisors and branch offices.

Andrew Bush is a financial advisor with Cetera, holding a Series 63 credential and bringing 26 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is a member of an LLC that operates a fitness center and serves as a hearing committee member for the Louisiana Attorney Disciplinary Board. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services, with over $256 billion in assets under management and a network of more than 10,000 advisors.