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.

James Moffitt is a financial advisor at LPL Financial in Baton Rouge, LA, with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2019, including prior roles at Altus Wealth Management and Geneos Wealth Management. Outside of his advisory work, he is involved in training athletes in sports performance through Traction Sports Performance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by various operational and research tools.

Eric Mitchen is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with Raymond James Financial. His career includes roles at Avantax Advisory Services and Raymond James, where he has worked since 2009 in various capacities. Outside of his advisory role, he serves as Treasurer for the University Laboratory Cub Club, a nonprofit 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 plans, corporations, and institutions. The firm delivers non-discretionary, tailored investment consulting using advanced analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.

Michael Mayeux is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015, following prior roles at Capital One Financial Advisors. 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 a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory tools.

Michael Hackler is a CFP®-designated financial advisor with 18 years of industry experience. He is currently associated with LPL Financial and Cornerstone Wealth, LLC, with prior roles at Cetera Advisors, Horizon Financial Group, and his own firm, Hackler Financial, LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

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.

William Whittle is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding 18 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation products for Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a tiered wrap-fee structure and active oversight of its investment models.

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.

Jonathan Donaldson is a CFP®-designated financial advisor with 10 years of industry experience, currently with Cetera in Baton Rouge, LA. He has been associated with Cetera and its related entities since 2016 and also holds a role as a partner at Ascent Behavior Therapy Center. In addition, he serves as an advisor for the Louisiana Sigma Alpha Epsilon fraternity chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporations, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management and financial planning services. The firm supports a wide range of investment options and program structures, managing over $256 billion in assets with more than 10,000 advisors.

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.

Robert Reynolds is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2013 and 2014, respectively. Outside of finance, he is the sole proprietor of Rosle And the Swingin Riveters, a business based in Denham Springs, IA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and utilizes third-party asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

John Stewart is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 35 years of industry experience. He previously worked at Geneos Wealth Management and has been associated with Altus Wealth Management since 2012. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing tools such as machine learning to support advisors.

Spencer Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he held positions in electrical distribution and aviation. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Boggs is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked at First Allied Securities Inc. and First Allied Advisory Services, and has been with LPL Financial since 2005 in two separate periods. He serves on a scholarship committee affiliated with his professional activities. 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. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jamie Arostegui is a financial advisor with Primerica Advisors in Denham Springs, LA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Alexis Blackwell is a financial advisor at Ameriprise in Gonzales, LA, holding a Series 66 designation. Blackwell has recently begun a career in the industry with experience starting in 2026 and prior roles across diverse sectors including education and healthcare. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Jordan Trosclair is a financial advisor with Ameriprise in Prairieville, LA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Jefferson Quarters Homeowners Association and coaches baseball at the Louisiana Baseball Academy. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dorothy Gilbert is a CFP® professional with 43 years of experience in the financial services industry. She has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory role, she owns a sole proprietorship focused on addressing clients’ insurance needs, including long-term care and fixed annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and a variety of investment options.

Dixon Mcmakin is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Geneos Wealth Management and currently operates Altus Wealth Management. Outside of financial advising, Mcmakin is the owner and manager of The McMakin Law Firm LLC, serves as a play-by-play announcer for Baton Rouge sports on CHS Radio, is a notary public, holds a political office in the state of Louisiana, and works as corporate counsel for Axios Industrial 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 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 who utilize various investment strategies alongside advanced operational and research tools.