Carrie Yates is a financial advisor at HUB Investment Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade and Fidelity. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers access to various advisory platforms, serving as a fiduciary for retirement and IRA accounts.

Justin Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial in 2024, he spent over a decade in the automotive industry and was involved with several businesses including OPS Softwash and JLM Wholesale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

John Mcneal Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2005. Outside of his advisory role, he is involved with McNeal Investment Group, LLC, an entity connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management, along with model portfolios and research from various sources.

Billy Hartfield is a financial advisor with Edward Jones in Bogalusa, LA, holding a Series 66 credential and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of advisors and branches and offers services under a fiduciary standard.