Kaitlyn Braud is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Her prior roles include one year at Northwestern Mutual and several years at Archbishop Chapelle High School before entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Leonard Bernard Jr. is a CFP® professional with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Prairieville, LA. Outside of his advisory role, he is involved in managing several LLCs related to office expenses and residential rental property. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, written recommendations through a centralized consulting team.

Lester Lee Jr. is a CFP® with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC for 22 years. In addition to his advisory role, he acts as an independent insurance agent specializing in life, health, and fixed annuity policies. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs.

Spencer Smith is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked in roles at Consolidated Electrical Distributors Inc. and Little Village Airline. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

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.

Donald Brooks is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he receives inherited royalties from mineral rights in Baton Rouge, LA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dinah Thomas is a financial advisor with Ameriprise in Prairieville, LA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-assisted advice primarily for assets held in Ameriprise Managed Accounts.

James Dubnansky is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2013. He is also involved in Tricoast Wealth Management in Baton Rouge, LA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Braydon Bergeron is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding a Series 66 license and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Republic Finance LLC. 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 incorporating an ESG eligibility framework in its recommendations.

David Commander is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a board member of the Ascension Parish District 3 Fire Board in Prairieville, LA. Commander is also listed as president of a rental property partnership and has a non-operational ownership interest in a local healthcare business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Laura Adcock is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and utilizes algorithmic automation to generate personalized retirement income recommendations.

Bruno Villar is a financial advisor with Cetera in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank, Bank of America, Merrill, and Concourse Financial Group Securities. He serves as a board member and voting member at the Racquet Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform, providing access to both affiliated and third-party investment managers.

Jeffrey Leavell is a financial advisor with LPL Financial in Gonzales, LA, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2018, he worked at ShareBuilder 401k and Capital One Financial Advisors from 2013 to 2018. He is also involved with SLWM, LLC, a pass-through entity for tax purposes. 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 financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research and model portfolios.

Lisa Pro is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. She has worked within various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a range of clients through discretionary and non-discretionary advisory services, fund advisory, and model portfolios.

Lauren Wells is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds a Series 65 designation and has worked at Financial Engines Advisors from 2016 to the present. Outside of her advisory role, Wells owns and manages a fitness center, Mettle House Gym, in Baton Rouge, Louisiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation across a range of account types.

Ronald Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with Altus Wealth Management since 2012. Brown is also involved in several business ventures, including Altus Benefit Solutions and Brown Group LLC. 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 financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Lance Cabra is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked at J.P. Morgan Securities and JPMorgan Chase bank between 2008 and 2024. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and various technologies.

Keri Daniel is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and having 31 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is involved with Black Lab Properties, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Cortney Wagner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, and previously spent 16 years at Hancock Investment Services, Inc. Outside of her advisory role, she is a co-owner of NCW2, LLC, a passive investment entity. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.