Jeffrey Esnard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families, individuals, and businesses to develop personalized financial strategies that align investments with their lifestyle and long-term goals. Jeff's approach emphasizes understanding clients’ questions, goals, and concerns to create comprehensive wealth management plans tailored to their priorities. Jeff's expertise includes family wealth management strategies, retirement planning, portfolio management, tax minimization, and investment consulting for defined contribution plans, among other areas. He leverages the investment insights of Merrill Lynch to assist clients in managing new wealth, employee financial health, and corporate investment strategies. Jeff holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in Business Management from Louisiana State University and began his financial career as a mortgage banker. Jeff also attended the University of Mississippi without degree completion. Committed to the communities he serves, he volunteers locally and enjoys personal interests such as boating, fishing, hunting, running, skiing, traveling, and spending time with his family.

Derek Planchet is a financial advisor with LPL Enterprise in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and has experience in accounting with Robert Logreco CPA and Mogle & Hawkins CPAs, APC. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jessica Cavanaugh is a financial advisor at Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She previously worked at Merrill Lynch for 13 years and Wells Fargo Clearing for 2 years before joining her current firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, and niche planning services, utilizing proprietary research and tools to deliver tailored recommendations.

Katie Gibbons is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, Hancock Whitney Bank, Forvis Mazars LLP, and Red River Bank. Outside of her advisory role, she volunteers as a financial coach, providing basic financial literacy education to single mothers. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Ryan Bowen is a financial advisor with Raymond James & Associates in Baton Rouge, LA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Raymond James in 2017, Bowen worked at the Attorney General's Office and General Nutrition Center. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lisa Kastner is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining the firm, she held positions at Bass Pro Shops and Kirkland's and served on the Livingston Parish School Board for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Rachel Cattelino is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and with 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and scenarios.

Brian Bowman is a financial advisor with LPL Enterprise holding a Series 66 designation and based in Baton Rouge, LA. He has industry experience beginning in 2026, with prior roles including positions at Gulf Coast Bank and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research team and third-party strategists, and also includes affiliated trust custody, insurance services, and a collateralized lending program.

Paul Langston is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to his clients' individual financial goals and changing market conditions. Paul provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America to support comprehensive financial planning. Paul holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Millsaps College. He is committed to working closely with clients one-on-one to develop flexible financial strategies aimed at pursuing long-term objectives. In addition to his professional role, Paul is engaged in community volunteer work, reflecting Merrill’s tradition of supporting the communities it serves.

James Walker is a Series 66 licensed advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Knights Knation in 2022 and spent ten years with the Zachary Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of financial advisors and branch offices.

Noah Marks is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones and Empower Advisory Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Dearman is a financial advisor with Morgan Stanley Wealth Management in Baton Rouge, LA, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Shobe & Associates, Inc., Raymond James Financial Services, Inc., and Financial Benefits, Inc. Dearman has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Johnathan Whitman is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Alton Melancon is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of his advisory work, he volunteers as a soccer and baseball coach. 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 offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Shakur Trammel is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes diverse roles across cultural, educational, and corporate organizations. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm utilizes 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.

Emily Hamblin is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 designations and has prior roles at Alight Financial Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Her work history also includes managing small businesses in the food service industry. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm utilizes a centralized service team to deliver personalized, research-based retirement planning recommendations.

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.

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.

Ron Robinson Jr. is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual Life Insurance Company, and Paychex. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Read is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Chaffe And Associates, Battery Ventures, Intermountain Management, Breithaupt, Dubos & Wolleson, LLC, and operated the Read Eye Center from 2016 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of investment products.