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.

Nancy Matthias is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2013 and owns Infinity Financial Group LLC. Outside of her advisory work, she owns an Etsy store selling paintings and craft products and conducts educational sessions focused on financial independence for women. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

James Dubnansky is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Capital One Financial Advisors for one year. Dubnansky is also involved with Tricoast Wealth Management in Baton Rouge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

John Pounders is a CFP® with 13 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with its related entities since 2013. He also works with Financial Service Corp. of Baton Rouge in a support role related to payroll. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goals-based approach utilizing risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Juneau is a CFP®-certified financial advisor with Edward Jones in Baton Rouge, LA, bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing several real estate-related LLCs. 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 and investment options, supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Jeffrey Leavell is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at ShareBuilder 401K, Capital One Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. He is associated with SLWM, LLC, a pass-through entity used for tax purposes. 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 and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

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.

Ronald Brown is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Altus Wealth Management and Geneos Wealth Management. Outside of his advisory work, he is part owner of Altus Benefit Solutions, an insurance agency, and is involved in business entities used for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Lance Cabra is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include 12 years at J.P. Morgan Securities and additional experience at JPMorgan Chase Bank and Edward Jones. 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 advisory and brokerage services, utilizing a variety of portfolio models and investment strategies supported by advanced research tools.

Keri Daniel is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and having 31 years of industry experience. She has worked at LPL Financial since 2012, following prior roles at Hancock Whitney Investment Services Inc. and Cetera Investment Services 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 and access to model portfolios and third-party asset management solutions.

John Reeder Jr. is a Series 66 licensed financial advisor with over 26 years of industry experience. He is currently with LPL Financial in Baton Rouge, LA, where he has worked since 2021 and previously from 2003 to 2012. Reeder also founded Altus Wealth Management, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

William Poulter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial and its predecessor firm since 2002. Poulter also manages a business that subleases office space to other professionals in Baton Rouge. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through adviser representatives using both proprietary and third-party resources.

Shannon Bernard is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Bernard is involved in the sale of non-investment products, including loan products through Primerica Mortgage, LLC, and home security and automation referrals via Primerica Client Services, Inc. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing.

Mason Ibert is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Hancock Whitney Bank, Cetera Investment Services, and Morgan Stanley. He is also involved with Altus Benefit Solutions in a non-variable insurance producer capacity. 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 portfolio programs, and institutional platforms, supported by advanced operational and research tools.

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.

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.

Peter Bush is a CFP® with 35 years of industry experience, currently serving as a financial advisor with Cetera. His prior roles include positions at Horizon Wealth Management and HFG Holdings. Outside of advisory work, he is an author and content creator involved with Horizon Media, producing books, podcasts, and videos. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options spanning automated allocations to bespoke strategies.

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.

Jessica Sheets is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and features a large nationwide network of advisors and branch offices.