Andrea Langlois is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2005 to 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Logan Kern is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has held roles at JPMorgan Chase Bank, Postlethwaite And Netterville, and Louisiana State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Steven Morgan is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Aaron Stanford is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Charles Guercio is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.

Brandon Ginn is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Plan Fiduciary Advisor (CPFA) designation, among other credentials. Brandon focuses on creating strategies tailored for individuals and their families aimed at meeting both short- and long-term financial goals. His work involves assessing clients’ life goals, risk tolerance, time horizon, and liquidity needs to develop comprehensive financial plans. Brandon graduated cum laude from Louisiana State University in 2021 with a bachelor’s degree in finance. He is part of Ginn Wealth Management, an advisory team based in Baton Rouge that is committed to delivering wealth management services founded on professionalism, consistency, and exceptional client service. His areas of expertise include managing new wealth, personal retirement planning, and portfolio management services. In addition to his professional work, Brandon is involved in community efforts with Keep Tigertown Beautiful of Baton Rouge. Outside of work, he enjoys golfing, hiking, running, traveling, and spending time with his family. He resides in Baton Rouge with his wife, Anna.

Katie Bellelo is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1997. Outside of her advisory role, she is a licensed notary, providing document notarization services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Julia Lopiparo is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2022. Prior to this, she spent 10 years at JPMorgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jonathan Babin is a financial advisor with Mass Mutual Investors Services in Baton Rouge, LA. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co. Babin also operates as a health insurance agent in an outside brokerage capacity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver tailored recommendations within collaborative client relationships.

Wayne Traina is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an owner of TARGA Holdings LLC, an investment and finance-related business based in New Orleans. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and employer-related agreements.

Clinton Hornsby is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Edward Jones, he was involved with Hornsby Construction Group, LLC and Richmond W. Krebs & Associates Professional Land Surveying, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, alongside affiliated investment products and specialized services.

Rhonda Southall is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dennis Dixon is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2006 to 2009. Outside of his advisory role, he is involved in Seniors Advisory Services, selling Medicare Advantage policies. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

John Mcpherson Jr. is a financial advisor with Cetera in Denham Springs, LA, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of advising, he is involved in income tax preparation and bookkeeping through his own LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including 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 independent advisors, employing a multi-manager platform with various program structures and investment options.

Christopher Prudhomme is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes long tenures at Nylife Securities LLC and New York Life Insurance Company. J.P. Morgan Securities 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.

Kyle Hawthorne is a CFP® with 12 years of industry experience, currently affiliated with Raymond James & Associates, where he has worked since 2017. Prior to that, he held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is the member and manager of KBRK, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Thomas Fereday is a financial advisor with Cetera, holding Series 63 and Series 66 designations and six years of industry experience. He has been with Cetera and its related entities since 2022 and also has a background at Hancock Whitney Bank dating back to 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Bradly Bourg is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Cadence Bank and the Office of Congressman Garret Graves. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis while combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Olivia Olinde is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2019, she worked at Business First Bank from 2016 to 2019. Outside of her advisory role, Olinde serves on the board of GBRFB Mission Support, a nonprofit supporting the Greater Baton Rouge Food Bank, and participates on the Food Bank’s Investment Committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Paul Mascagni is a financial advisor with UBS Financial Services in Baton Rouge, LA. He holds a Series 63 designation and has 26 years of industry experience, including 20 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning, portfolio management, and access to proprietary research.