John Leatherwood is a financial advisor with LPL Financial in Baton Rouge, LA, holding the CFP® and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2010, with prior experience at Chase Investment Services Corp. and Merrill. 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 and institutional platforms, delivered through a network of investment adviser representatives who implement customized and model portfolio strategies.

Jeremy Perque is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. He previously worked at Sanders Morris LLC and Geneos Wealth Management Inc. in addition to maintaining a long-term association with Altus Wealth Management LLC. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wesley Watts is a financial advisor with Edward Jones in Brusly, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served on the West Baton Rouge Parish School Board for eight years. Watts also provides keynote speeches, leadership training, and consulting services for education companies and leads weekly virtual Bible study sessions for school leaders across multiple states. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Michael Nichols is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2004, with additional experience at Altus Wealth Management and Geneos Wealth Management. Nichols is also involved in managing a professional liability and medical malpractice insurance agency in Baton Rouge, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and retirement plan participants. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, portfolio management, and institutional investment solutions.

Reed Boudreaux is a financial advisor at LPL Financial in Baton Rouge, LA, holding a Series 66 designation. He has prior experience at Hancock Whitney and Archer Consulting Group. 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 financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional programs, supported by a network of over 22,800 advisors.

Brendan Hays is a CFP® professional with two years of industry experience, currently affiliated with Cetera in Baton Rouge, LA. His work history includes roles at T.A. Breaux Investments and Cetera Wealth Services, as well as assisting with financial planning and administrative duties at Hays Breard Financial Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a nationwide network of independent advisors.

Charles McMakin is a financial advisor with LPL Financial, holding a Series 63 designation and over 43 years of industry experience. He has previously worked with Altus Wealth Management LLC, Geneos Wealth Management Inc., and Sanders Morris LLC. McMakin serves as a board member of the Port of Baton Rouge, LA. 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 through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Roberto Rivas is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that delivers research-driven, non-discretionary recommendations incorporating tax-efficient strategies and income modeling.

Christopher Brown is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Our Mom's Restaurant and has experience in sports performance and education. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Muniz Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Cetera Advisors LLC and OneAmerica Securities, Inc., among others. He is involved in organizing a fundraising golf tournament as a director of Patriots of Scholars. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by a large nationwide network of advisors.

Taylor Sullivan is a financial advisor at LPL Financial with Series 65 and Series 63 licenses. Based in Baton Rouge, LA, Taylor has experience working at Bank of St. Francisville and Postlethwaite & Netterville CPA Firm before joining LPL Financial in 2026. Taylor’s industry experience is emerging, having transitioned from full-time education in 2021. 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 broad range of advisory and brokerage services, including access to model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools.

Jonathan Pardue is a Series 66-licensed financial advisor with J.P. Morgan Securities in Baton Rouge, Louisiana, and has 11 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach. The firm offers these services on a non-discretionary basis, with clients maintaining final decision-making authority.

Shaun Burns is a Series 66-licensed financial advisor with Wells Fargo Advisors in Baton Rouge, LA, and has 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Burns serves as president of the Lakes at Highland Homeowners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Ira Feld is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include a decade at Morgan Stanley Private Bank. 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 combines brokerage and advisory solutions while leveraging research from Wells Fargo Investment Institute and third-party sources.

Timothy Hunter is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports delivered in partnership with clients’ advisors.

Joseph Smith is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 63 designation and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He owns and operates ProView Wealth Management, an investment-related business in Baton Rouge. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that cover a broad range of client needs including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis.

Jesse Daigle is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 license and over 32 years of industry experience. He previously worked at Geneos Wealth Management and has maintained involvement with Altus Wealth Management since 2012. Daigle is also engaged with several business entities related to tax and investment 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 services including financial planning, model portfolios, and institutional platforms, utilizing a variety of investment strategies and advisor support tools.

Matthew Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2024, he spent 18 years at Ameriprise Financial Services, Inc. He is involved in a separate business entity, MLEdwards LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives employing various strategies and research tools.

Traylor Brymer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Brymer held roles at Cintas Corporation, the Mid-South Association of Independent Schools, and Belhaven University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Angela Denham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and LPL Financial Corporation. Outside of her advisory role, she is a director of Angela Denham Wealth Management, a real estate-related business based in Los Angeles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.