Gwendolyn Smith is a financial advisor with Primerica Advisors in Slidell, LA, holding a Series 63 designation and 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of her advisory role, she owns Gwendolyn Smith & Associates, a business based in Service, RD, LA, and is involved in sales and referrals for home security, automation products, and loan services through affiliated companies. Primerica Advisors manages 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 and provides advisory services through a large network of financial advisors.

Gerald Gibson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked with Concourse Financial Group Securities Inc. for two decades and currently provides financial planning and investment services through The Ansardi Group. He serves as a board member on the Mandeville Fire/EMS Civil Service Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers diverse program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Brian Glickman is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. His career includes lengthy tenures at Ic Advisory Services Inc and The Investment Center, Inc., as well as work as a CPA since 1979. He serves as secretary-treasurer on the board of a local homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment management services to individuals, retirement plans, and institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of strategic investment options through a large network of advisors.

Noah Griffin is a financial advisor at Cetera with a Series 66 designation and multiple years of experience including roles at Griffin & Furman, LLC, Northwestern Mutual, and Acumen Fiscal Agent. He has been with Cetera since 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Francis Kalmbach Jr. is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he is a limited partner in several oil, gas, timber, and real estate businesses in Louisiana and Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices nationally.

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.

Chad Hunt is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Outside of his advisory work, Hunt serves as the head coach for track and cross country at Christ Episcopal School in Covington, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and other institutions.

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.