Brennan Simoneaux is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes service in the United States Marine Corps and a role at ClearDefense Pest Control. He is also affiliated with Southeastern Louisiana University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Tamila Jenkins is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and has been with UBS since 2010. Based in Baton Rouge, LA, she focuses on delivering financial services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

Samantha Frasier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at various Cetera entities since 2022 and previously held roles at Hancock Whitney Investment Services and Hancock/Whitney Bank from 2016 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating across various program structures and custodial relationships.

Torie Christen is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with three years of industry experience. Their career has been wholly spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, 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.

Thomas Boudreau Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory work, he serves on the Board of Directors of the Baton Rouge Bicycle Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Julieta Smith is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Preferred Capital Securities, Invesco Advisers, Voya Investment Management, Truist Investment Services, and Wells Fargo Clearing. Outside of her advisory work, she is an indie author with a home-based business called House of Seven Literature. 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.

Sarah Hornsby is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her prior roles include positions at Bank of America, N.A. and Merrill. Outside of finance, she is involved in illustration work, assisting with creation, marketing, and sales at local events. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm offers a blend of wealth management and institutional trading capabilities, including market-making and futures commission merchant services.