David Broussard is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Broussard also serves as a board member for Evergreen Working Capital and is a partner in JKS Hodges LLC, a business he co-owns with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various advisory programs and emphasizes tailored, non-discretionary client-focused strategies supported by extensive research and multiple portfolio management styles.

Robert Smith is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Cetera and its related entities since 2013 and has additional work history with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Christopher Crifasi is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Christopher Mensi is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at the LSU Foundation and St. Stanislaus. Outside of his advisory work, he is involved in business development for a retail and online store in Gulfport, Mississippi. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.

Jeffrey Dunbar is a Wealth Management Advisor with Merrill Lynch Wealth Management. He co-founded the Dunbar Group alongside his brother, Joey, in 2023. Jeffrey serves clients nationally, focusing on strategic financial guidance for business owners, executives, institutional clients, and non-profits, including organizations affiliated with the Catholic Church. Jeffrey holds several professional designations, including Certified Financial Planner (CFP), Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in Philosophy and Theology from Franciscan University of Steubenville and a master's degree from Louisiana State University. He and his wife, Bridget, have six children and actively participate in community organizations such as the Baton Rouge Soccer Club, Missionaries of Charity, Bishop Ott Men's Shelter, and Born to Run 5K. Their participation reflects an integration of faith and service in both their personal and professional lives.

Deirdre Dore is a CFP® professional with 13 years of industry experience, currently affiliated with Ameriprise in Baton Rouge, LA. She previously worked at LPL Financial for 10 years. Outside of her advisory role, she owns a business named 3D Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports primarily for clients with significant investable assets.

Sonia Andrews is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 24 years of industry experience. Her career includes over a decade at Morgan Stanley Smith Barney and a period at Wells Fargo Clearing before rejoining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Andrew Scholl is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where he has been employed since 2002. He provides expertise in areas including education planning, employee benefits planning, family wealth management strategies, defined benefit plan services, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a bachelor's degree in finance from Marquette University in Milwaukee, WI, and graduated from Catholic High School in Baton Rouge, LA. Andrew is a Personal Investment Advisor (PIA). He resides in Baton Rouge with his wife, Caroline, and their three daughters, Lillian, Victoria, and Suzanna. His personal interests include chess, hunting, skiing, and traveling.

Jeramie Anderson is a financial advisor at Edward Jones in Baton Rouge, LA, with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he was involved in several businesses, including owning Project Pro Handyman and Home Improvement and coaching at Elevate Strength and Fitness. He also served in the Louisiana Army National Guard for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bonnie Leerkes is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 27 years of industry experience. She has worked at her current firm since 2017 and previously spent 15 years with Metlife Securities Inc. Outside of her advisory role, she manages a rental property in Orange Beach, California. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved technology to develop customized recommendations.

Chad David is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has been associated with Merrill Lynch since 1990, with a break between 2008 and 2015, and currently serves clients across the country by providing strategic financial guidance. Chad specializes in supporting high-net-worth retirees, business executives, individuals in the oil and gas industry, entrepreneurs, and their families. His services focus on helping clients navigate complex financial situations, managing asset growth, preservation, and transfer, as well as addressing retirement planning and executive compensation strategies. Chad holds the Personal Investment Advisor (PIA) designation and maintains several FINRA registrations, including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65, along with Life and Health Insurance Licenses. He earned his Bachelor’s degree in Finance from Louisiana State University. Throughout his career, Chad has also served on the boards of various organizations, including CCLA and St. Jude Catholic School. He lives in Baton Rouge with his wife, Amy, and their six children. Outside of work, Chad enjoys playing golf and football, wine tasting, cooking, and is involved in community service as an usher at Sacred Heart Church.

John Brown is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2022, he worked at the University of Mississippi for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Joyce Chustz is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2013 and also has experience in rental real estate since 2015. Raymond James & Associates is a large, dually registered 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, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

Sondra Robbins is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera and Cetera Investment Services LLC since 2022. Robbins also has a long tenure with Hancock Bank dating back to 2012. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Jason Knapps is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, previously spending 14 years at both Neighbors Federal Credit Union and Cuna Brokerage Services, Inc. Knapps is associated with Neighbors Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Jordan Chauvin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2015 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Jordan utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients' financial needs. He specializes in serving high-net-worth individuals and families by providing personalized financial strategies that focus on family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Jordan works closely with clients to develop tailored strategies aimed at building, managing, and preserving wealth for current and future generations. Jordan earned his bachelor's degree in business from the E.J. Ourso College of Business at Louisiana State University. He enjoys biking, cooking, fishing, golfing, hunting, music, running, tennis, and spending time with his family.

Melissa Robinson is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Robinson is based in Baton Rouge, LA. 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, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and employer SIMPLE IRA consulting.

David Shirley is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, leveraging his expertise in investment strategies and wealth management. David holds the professional designation of Personal Investment Advisor (PIA). He earned his bachelor's degree from the Louisiana State University System. His background and credentials support his work in helping clients achieve their financial goals through tailored investment solutions.

Tessa Gautreaux is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Samuel Lavigne Jr. is a CFP® professional with nine years of experience in financial advising, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Golf Club of Oklahoma from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.