Eric Hefte is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services and Foresters Financial. Outside of his financial advisory work, Hefte is also an artist who sells paintings and sculptures. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes access to affiliated and third-party managers, various program structures, and custodial relationships.

Michael Austin is a CFP® professional based in Baton Rouge, LA, with 39 years of experience in the financial industry. He joined OSAIC in 2024 after a decade at Securities America Advisors, Inc. In addition to his advisory role, he is an independent life and health insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering access to multiple platforms, third-party money managers, and a range of portfolio construction tools.

Garrett Norton is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Hancock Whitney Bank, Bank of America, Merrill, and Northwestern Mutual. Norton is also the owner and president of Mayfair Medical, LLC, a non-investment-related business. 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, third-party asset management, and institutional platforms.

David Heltz is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked at LPL Financial since 2009, following six years at Merrill. Outside of his advisory role, he is involved with LDF Insurance Agency, LLC, which sells non-variable insurance products. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Morris is a financial advisor with Raymond James Financial in Baton Rouge, LA, holding a Series 63 license and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and also has a long-standing association with Financial Service Corporation dating back to 1986. Outside of his advisory work, Morris co-owns Morris NOLA LLC, an LLC established to hold a second home. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client decision-making.

John Deboer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. In addition to his advisory role, Deboer works as an independent insurance agent in Baton Rouge, Louisiana. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Nelson Brown IV is a financial advisor with Edelman Financial Engines in Baton Rouge, LA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Christopher Palermo is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2004. Outside of advising, he is vice president of a business called RLC2019, which is not investment-related. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Allison Nosacka is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Chalaron is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services, and he also spent four years with The Princeton Review. Outside of his advisory work, he delivers Walmart orders part-time and serves as power of attorney for his father. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 advisors, employing multiple program structures and third-party managers.

Ashley Hall is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with four years of industry experience. She has been associated with Edward Jones since 2015. Outside of her advisory role, she owns Rustic Oak Designs LLC, a custom creations and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Stephen Smith is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 10 years at J.P. Morgan Securities. Outside of his advisory role, he serves as a part-time tour guide for a land development project in Palacios, Texas. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Robinson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Chase Investment Services Corporation and Banc One Securities Corporation before joining LPL Financial in 2008. Outside of advising, he provides tax preparation services on a limited basis and serves on the board of a nonprofit organization. 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 financial planning and investment management solutions through a large network of advisors, combining model portfolio options with customized strategies and supporting tools.

John Sims IV is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliated entities, as well as six years with Vector Marketing in Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions supported by both proprietary and third-party strategies.

Mason Terrell is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Worley from 2022 to 2024. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jackie Honeycutt is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. She has worked within various Wells Fargo entities since 2015. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Stephens Mcvea is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Hancock Whitney Investment Services, JP Morgan Securities, Bank of America, and Merrill Lynch. 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 a network of over 22,800 advisors.

Michael Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has professional experience that includes over a decade at Blue Cross and Blue Shield of Louisiana prior to joining Raymond James. He is also associated with Lee Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports a large network of advisors with specialized programs and consulting services.

Steven Billings is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he operates Billings Tax Services as an enrolled agent providing tax preparation services. Ameriprise is an institutional firm with over 12,000 advisors that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations in partnership with its advisors.

Marshall Gammon is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, LLC and Prudential Annuities Distributors, Inc. He has been associated with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory strategies and provides tax-efficient services, operating under a fiduciary standard.