Brett May is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors of the Baton Rouge Ancient Athlete Society. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and uses a centralized service team to provide ongoing advice.

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.

Martin Navarro is a financial advisor with Ameriprise Financial Services in Baton Rouge, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. Outside of advising, Navarro operates Navarro Tax Consulting, where he provides tax preparation services as a CPA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement income planning through collaborative advice and tax-aware withdrawal strategies.

Jessica Sheets is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2006, totaling 20 years at the firm. 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, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Richard Scarbrough is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. Before joining Ameriprise in 2026, he worked at Edward Jones for seven years and at CERTREC - Southern Company for two years. Outside of advising, he is the owner of RAJAMA LLC, a property maintenance business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written retirement income plans and ongoing advice based on dependable income sources and tax-aware withdrawal strategies.

George Schwing Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in an agricultural venture related to crop management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and proprietary investment options.

Clint Gautreau is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Advisors LLC and Horizon Wealth Management since 2013. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with varied investment programs and portfolio management options, managing over $256 billion in assets through a network of more than 10,000 advisors.

John Neyland is a financial advisor with JCN Financial & Tax Advisory Group, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with JCN Financial & Tax Advisory Group since 2015. Outside of advising, he serves as a trustee for the Norman Neyland Trust and works as a tax processor. JCN Financial & Tax Advisory Group provides discretionary investment management, wrap-fee services, and financial planning to individuals, businesses, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis across various investment strategies and manages portfolios with a range of asset types, including mutual funds, ETFs, equities, and structured notes.

Olivia Neyland is a financial advisor at JCN Financial & Tax Advisory Group, LLC in Baton Rouge, LA. She holds a Series 65 designation and has been with the firm since 2019. Prior to her advisory role, she worked at Louisiana State University from 2014 to 2019. JCN Financial & Tax Advisory Group serves individuals, business entities, trusts, estates, and charitable organizations by offering discretionary investment management, wrap-fee investment services, and standalone financial planning and consulting. The firm uses fundamental and technical analysis across various investment strategies and manages approximately $121.6 million in discretionary assets.