Kenneth Bertucci is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP® and ChFC® designations and over 28 years of industry experience. He has been with LPL Financial since 2006. Bertucci also manages Bertucci Wealth Management, LLC, a registered DBA under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by both proprietary and third-party research.

Cory Lobell is a Series 66 licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2026. He previously worked at Edward Jones for 14 years. Outside of his advisory role, Lobell is involved in several small businesses, including ownership and operational roles in hardware stores and rental properties in Louisiana and Colorado. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management, leveraging research and model portfolios from multiple sources.

Leonard Labiche Jr. is a financial advisor with LPL Financial in New Orleans, LA, holding a Series 66 credential and bringing 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with multiple business entities related to wealth management and private wealth services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.