Michel Woods is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services, Foresters Financial Services, and The Prudential Insurance Company of America. Woods has been involved with Beacon Light Baptist Church of Baton Rouge since 2009. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, 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.

Christopher Boggs is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked at First Allied Securities Inc. and First Allied Advisory Services, and has been with LPL Financial since 2005 in two separate periods. He serves on a scholarship committee affiliated with his professional 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 asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jamie Arostegui is a financial advisor with Primerica Advisors in Denham Springs, LA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Dorothy Gilbert is a CFP® professional with 43 years of experience in the financial services industry. She has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory role, she owns a sole proprietorship focused on addressing clients’ insurance needs, including long-term care and fixed annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and a variety of investment options.

Mikayla Bates is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior positions include roles at The Prudential Insurance Company of America, Northwestern Mutual, and Sigma Financial Corporation. She serves on the board of the North Baton Rouge Chamber of Commerce and regularly speaks on religious topics at various venues. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Keith Leblanc is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera since 2022 and previously spent over two decades with Hancock Whitney Bank and Hancock Investment Services. Outside of his advisory role, he is involved in event planning, gift concierge, and creative writing promotion through his business, SOUTHERNLY SOCIAL LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services across various program structures and custodial relationships.

Patrick Hannie is a financial advisor with LPL Enterprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Brent Dugas is a financial advisor at Edward Jones in Baton Rouge, LA, holding a Series 66 designation. He has six years of experience in the financial industry, with prior roles at JPMorgan Chase Bank, Regions Bank, First Financial Bank, and First Security Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Choate is a CFP® with 22 years of industry experience, all with Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greenwell Springs, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dixon Mcmakin is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Geneos Wealth Management and currently operates Altus Wealth Management. Outside of financial advising, Mcmakin is the owner and manager of The McMakin Law Firm LLC, serves as a play-by-play announcer for Baton Rouge sports on CHS Radio, is a notary public, holds a political office in the state of Louisiana, and works as corporate counsel for Axios Industrial 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 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 who utilize various investment strategies alongside advanced operational and research tools.

Nancy Matthias is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2013 and owns Infinity Financial Group LLC. Outside of her advisory work, she owns an Etsy store selling paintings and craft products and conducts educational sessions focused on financial independence for women. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Maria Landry is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of her advisory work, she co-owns a small bookkeeping business related to marine propeller repair with her spouse. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, delivering services through a network of financial advisors.

Daniel Price is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial in Baton Rouge, LA, where he has worked since 2019. Prior to LPL, he held positions at several firms including Harbor Financial Services, Mutual Securities, and Raymond James Financial Services. Outside of his advisory work, Price serves on the board of Veritas Counseling Center, a nonprofit organization, and hosts a local sports podcast. 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, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.

Thomas Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise 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 primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Brandon Worley is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Chase Investment Services Corp. from 2007 to 2010 before joining LPL Financial in 2010. He operates a business under the name Champion Wealth Strategies and has involvement in non-variable insurance sales through outside agencies. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of financial products.

Brandon Pierce is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he operated Brandon's Birdies LLC for seven years. Cetera Investment Advisers LLC is an SEC-registered firm 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 financial planning services through a nationwide network of independent advisors and utilizes multiple portfolio management approaches across various program structures.

John Pounders is a CFP® with 13 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with its related entities since 2013. He also works with Financial Service Corp. of Baton Rouge in a support role related to payroll. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goals-based approach utilizing risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Breaux Nader is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Baton Rouge, LA since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. Outside of his advisory role, Nader is involved as an actor in a Hulu reality series and serves on the advisory board of Mary and Pip Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to deliver recommendations through meetings and client summary letters.

Ricky Ferrara is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2003. 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 services including financial planning, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.

Tyler Juneau is a CFP®-certified financial advisor with Edward Jones in Baton Rouge, LA, bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing several real estate-related LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.