Michael Hackler is a CFP®-designated financial advisor with 18 years of industry experience. He is currently associated with LPL Financial and Cornerstone Wealth, LLC, with prior roles at Cetera Advisors, Horizon Financial Group, and his own firm, Hackler Financial, 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Trent Willis is a financial advisor with Edward Jones in Greenwell Springs, LA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Smith Tank and Steel for three years and Claymar Construction for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Whittle is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding 18 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation products for Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a tiered wrap-fee structure and active oversight of its investment models.

Ally Jessup is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. Prior to joining Cetera, Jessup held multiple roles at Hancock Whitney Bank from 2018 to 2025. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including access to third-party money managers and bespoke investment strategies.

Jonathan Donaldson is a CFP®-designated financial advisor with 10 years of industry experience, currently with Cetera in Baton Rouge, LA. He has been associated with Cetera and its related entities since 2016 and also holds a role as a partner at Ascent Behavior Therapy Center. In addition, he serves as an advisor for the Louisiana Sigma Alpha Epsilon fraternity chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporations, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management and financial planning services. The firm supports a wide range of investment options and program structures, managing over $256 billion in assets with more than 10,000 advisors.

Claire Hill is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL, she worked at the Federal Deposit Insurance Corporation and has diverse experience including roles in retail and service industries. Claire is based in Baton Rouge, LA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Tyler Meche is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at PPG and spent four years at McNeese State University. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies primarily through third-party managers and offers financial planning, access to asset managers, and affiliated insurance and trust services.

Lance Moulin is a financial advisor at Edward Jones in Baton Rouge, LA, with 23 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Douglas Ferrara is a financial advisor at LPL Financial with a Series 66 designation. He has prior work experience at ExxonMobil spanning 12 years before joining LPL Financial. 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, supported by extensive operational and research tools.

Scott Burns is a financial advisor at Wells Fargo Advisors with a Series 66 credential. He has been with the firm since 2024 and has a background in academia, serving as an Associate Professor of Economics at Southeastern Louisiana University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Robert Reynolds is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2013 and 2014, respectively. Outside of finance, he is the sole proprietor of Rosle And the Swingin Riveters, a business based in Denham Springs, IA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and utilizes third-party asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Chad Kannady is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2018, including roles at Cetera Investment Services LLC and Hancock Whitney Investment Services, Inc., as well as a concurrent 26-year service with the Kansas Army National Guard as a counterintelligence special agent. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual and institutional clients with a range of portfolio management and financial planning services. The firm supports advisors with flexible program options, including model portfolios, third-party manager selections, and bespoke strategies.

Jonathan Prestridge is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and Hays Breard Financial Group and has operated his own tax preparation business, Prestridge Tax Solutions, since 2013. His background includes roles at Concourse Financial Group Securities Inc and managing his own advisory practices, including Benchmark Wealth Advisory and Prestridge Financial Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets across over 10,000 advisors.

John Stewart is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 35 years of industry experience. He previously worked at Geneos Wealth Management and has been associated with Altus Wealth Management since 2012. 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, and institutional platforms, utilizing tools such as machine learning to support advisors.

Christopher Baker is a financial advisor with Edward Jones in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved with Bakerhouse Enterprises, LLC, a baked goods business in Baton Rouge connected to his family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

William Hardie is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he engages in the sale of fixed insurance. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Marino Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 19 years of industry experience. He previously worked at LPL Financial for 12 years before joining Ameriprise in 2019. Marino serves as President on the Board of Directors for Associated Investors, Inc. and is a co-owner of S J Marino Enterprises, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies. Their approach includes a centralized service team that collaborates with advisors to provide written recommendation reports and ongoing advice.

Bingham Boudreaux is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at The Prudential Insurance Company of America since 2003. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Stephanie Campo is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, operating under a fiduciary standard.

James Browning is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as an assistant to the director of operations at Med Express Ambulance Service, where he assists with safety and risk management, marketing, quality control, and continuing education. 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, supported by a large network of advisors and a broad array of financial products.