Daniel Boudreaux is a financial advisor with Edward Jones in Slidell, LA, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a managing partner at D and H Properties Northshore LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the country.

Ryan Mitrik is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Mitrik also serves in the U.S. Air Force, a role he has held since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Kernahan is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2012 and concurrently with The Guardian Life Insurance Company since 2005. Outside of his advisory roles, he is involved in non-variable insurance sales and operates Pontchartrain Investment Management. 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, utilizing both discretionary and non-discretionary strategies supported by technology and research tools.

Robyn Sherman is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes ten years at American Express Co. and ongoing roles with Primerica Financial Services since 2016. In addition to advising, Sherman receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution with established custodians.

Heath Mendoza is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 certifications. Mendoza's work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northwestern Mutual Wealth Management Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Keyan Cooper is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Beau Raymond is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Mandeville, Louisiana office. Since beginning his career with Merrill Lynch in March 2000, Beau has worked to provide clients with access to the firm’s investment insights to support various aspects of their financial lives. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beau holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He lives in Mandeville with his wife, Heather, and their two sons, Carter and Jackson. Outside of his professional role, Beau’s personal interests include baseball, basketball, fishing, football, music, running, soccer, spending time with family, traveling, and watching movies.

Jeanine Cazaubon is a CFP®-designated financial advisor with Ameriprise, based in Madisonville, LA, and has 43 years of industry experience. She has been affiliated with Ameriprise Financial Service, LLC since 1983 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved as a member and manager of Mansa Musa Partners, an administrative and operational support business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, with an emphasis on assets held in Ameriprise-managed accounts.

Brandon Scott is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Marcus Lyman II is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice President of Lyman Agency, Inc. and is involved with the finance committee at Northlake Christian School in Covington, Louisiana. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Stefanie Childs is a financial advisor with LPL Financial in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she owns a home-based business, SLS Jewels, LLC, which operates under the name SLS Wares. 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 and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad platform of non-advisory financial services.

James Szpak is a Series 65-licensed financial advisor with Fisher Investments based in Covington, LA, and has six years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Bendix Commercial Vehicle Systems and Westfield Group. He also has experience at the University of Cincinnati. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies alongside various risk management techniques.

Steven Johnson is a CFP® with 23 years of industry experience, currently serving at Cetera since 2021. He previously worked at Avantax Investment Services, Inc. for 14 years and has operated Johnson Financial, LLC, an investment and tax preparation practice, since 2007. Outside of his advisory role, he manages a tax preparation service that handles personal, business, and nonprofit returns. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm supports various investment program structures, integrating affiliated and third-party managers, and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Sherri Ammerman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Bed Bath & Beyond for eight years. Outside of her advisory role, she owns Brisher Enterprises Inc, a painting business based in Mandeville, LA. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Margaret Arndt is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 27 years before joining Raymond James in 2025. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Branighan is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill since 2009 and also serves as a Portfolio Manager in the Merrill Investment Advisory Program. Prior to Merrill, he built his career at Morgan Stanley beginning in 2003 and ultimately served as a Producing Branch Manager. Michael is a former U.S. Marine and a 1999 graduate of Northwestern State University of Louisiana, where he earned a Bachelor's degree. Michael holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards Inc, as well as the Chartered Financial Consultant® designation from The American College. His areas of focus include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He resides in Covington, Louisiana with his wife Michelle and their children Olivia and Benjamin. Michael is actively involved in the community through organizations such as the 985 Cardinals and the Covington Youth Soccer Association, and has served as a past fundraising chair for America's Heroes. His personal interests include baseball, billiards, camping, fishing, soccer, and traveling.

Wiley Gardner is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2015, following a nine-year tenure at Merrill. Outside of his advisory role, Gardner manages an LLC that invests in alternative assets within his Roth IRA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Michele Berthelot is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

James Trist is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and serves clients in the sports and entertainment sectors. James employs a comprehensive approach to wealth management that begins with listening to clients' needs and understanding their goals, ensuring that every strategy is tailored accordingly. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. James holds a Bachelor's Degree from Louisiana State University and holds the Personal Investment Advisor (PIA) designation. He is committed to delivering excellent service and helping clients pursue their financial objectives. In addition to his professional responsibilities, James follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, he enjoys hunting, traveling, and spending time with his family.

Leslie Gugliuzza is a financial advisor at Edward Jones in Covington, LA, with two years of industry experience. Prior to joining Edward Jones, Leslie worked at the Louisiana Department of Revenue for one year. Outside of financial advising, Leslie is a partner in TLGCS Development, LLC, a rental real estate business based in Madisonville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.