Sergio Collette is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined nine years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Conley Menard is a financial advisor with Cetera in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. He has been associated with Cetera and its affiliated entities since 2021 and also operates Menard Financial Group and Menard Wealth Management. Menard is licensed to sell fixed insurance products including life, disability, fixed annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to both affiliated and third-party investment managers.

Brandon Hurley is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 license and 18 years of industry experience. His career includes prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. He has a 20% ownership in Long Bridge Wealth Management LLC, an affiliated investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products through a large network of financial advisors.

Kelly York Lastrapes is a CFP® professional with 17 years of industry experience, currently serving clients at Edward Jones since 2013. Based in Baton Rouge, LA, she holds the Series 66 designation. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Menard is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Voya Financial Advisors and Cetera Wealth Services, and he has been involved with Billion Dollar Mentoring since 2006. Outside of advising, he owns Menard Financial Group, LLC and operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports varied investment strategies and program structures.

James Poche is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he has entrepreneurial involvement in the restaurant industry through a partial ownership stake in Canes Holdings LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, integrating advisory advice with other financial products and referral services.

Adam Greene is a CFP®-certified financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held positions at Menard Financial Group, Voya Financial Advisors, and Capital One Investing. Greene also operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Garrett Gamble is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley, Cetera Advisor Networks, and State Farm. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Ewing is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Altus Wealth Management, Geneos Wealth Management, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Charles Moreau is a financial advisor at Raymond James Financial in Baton Rouge, LA, holding a Series 66 designation. He has been in the industry since 2026 and has prior experience in the chemical industry, including 14 years at Lanxess Corporation. Moreau also operates Moreau Consulting LLC, an entrepreneurial venture outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its services with technology and specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Joshua Robinson is a Series 66-credentialed advisor with J.P. Morgan Securities in Baton Rouge, LA, where he has worked since 2018. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and UPS. 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Martin Navarro is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, Navarro is involved in construction and general contracting through his business APlus Contractors and manages multiple commercial real estate properties. He also serves on the board of the Siegen Lane Office Center Association. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, 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.

Kevin Knobloch is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022 and previously worked within other Wells Fargo entities from 2009 onward. Outside of his advisory role, he serves on the investment committee of the Baton Rouge Area Foundation and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm provides customized recommendations supported by proprietary research and tools, with planning engagements typically conducted on a discrete basis.

Richard Burtt II is a financial advisor with Cetera in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and J.P. Morgan Chase. Outside of his advisory work, he owns and manages a real estate business involving property maintenance and related duties. Cetera provides a wide range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients, offering both discretionary and non-discretionary portfolio management through a multi-manager platform with access to various model portfolios and third-party managers.

Julian Bourgeois is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Hancock Investment Services, Inc. for eight years before joining LPL Financial in 2019. Outside of his advisory work, he is involved in business entities for tax and investment purposes unrelated to advisory services. 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 and model portfolios, supported by a broad platform that integrates various third-party asset management options and institutional services.

Milton Hamer III is a CFP® with 23 years of industry experience, currently serving at LPL Financial since 2005. He is based in Baton Rouge, LA. Outside of his advisory role, he acts as a co-trustee for his mother and stepfather. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting investment decisions with research and technology tools.

Leah Morris is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019. Morris serves as a director on the board of CLM Private Foundation, a charitable organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals and portfolio management across a broad advisor network.

Chad Aucoin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Edward Jones for 10 years before joining Cetera Investment Advisors LLC and Cetera Investment Services LLC in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program options and third-party money managers.

Jeffrey Bailey is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird & Co. since 1994 and holds Series 63 and Series 65 licenses. Based in Baton Rouge, LA, he is part of a large team of over 3,000 advisors at the firm. The DDK Group, where Mr. Bailey works, is a team within Robert W. Baird & Co.’s Private Wealth Management practice serving individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Micah Morris is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. He has been associated with Raymond James Financial Services since 2016 and is a vice president of the Financial Service Corporation of Baton Rouge. He was previously involved with 4ME TRAINING LLC, a business he co-established but that has been inactive since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and is notable for its municipal and public finance affiliation as well as specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.