Simone Bauer is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She worked at Strategic Financial Concepts, LLC from 2012 to 2014 before joining Voya Financial Advisors, where she has been since 2014. In addition to her advisory role, she serves as an independent insurance agent. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology tools, and a range of affiliated and unaffiliated investment products to deliver its services, with a focus on both non-discretionary and discretionary account management.

Brent Sheppard is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Hancock/Whitney Investment Services, Inc. and Hancock/Whitney Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, offering portfolio management and comprehensive reporting services.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Brenden Coyne is a financial advisor with Edward Jones in Metairie, LA, holding CFP® and ChFC® designations and 24 years of industry experience. He has been with Edward Jones since 2004. 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 wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Bruza is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 45 years of industry experience. He has worked at LPL Financial since 2018 and previously was with Invest Financial Corporation and Transamerica Financial Advisors. 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 financial planning and investment management services through a broad network of advisors, employing both proprietary research and third-party strategies.

Marc Miranne is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services since 2019, following prior roles at Gulf Coast Bank, LPL Financial, and Edward Jones. Outside of his advisory role, he manages a business formed to obtain group health insurance rates for his family. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christina Wilson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds the Series 66 designation. Outside of her advisory role, she is president of a real estate business, CWC Investment Property, based in Kenner, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Shelby Champagne is a Series 66-licensed financial advisor with Ameriprise in Metairie, Louisiana, and has three years of industry experience. Prior to joining Ameriprise in 2023, Shelby worked in education and fitness sectors, including roles at Anytime Fitness and St. Charles Parish Public Schools. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Evan Francioni is a financial advisor at Edward Jones in Metairie, LA, holding Series 65 and Series 66 licenses with two years of industry experience. His prior experience includes roles at Beacon Pointe Advisors and positions in academia at Louisiana State University and the University of New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and maintains a nationwide network of advisors and branch offices.

John Robinson is a financial advisor at Osaic with 14 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Sharebuilder 401k, Capital One Sharebuilder, and Capital One Financial Advisors. He is also active as an insurance agent. OSAIC serves a broad mix of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, with access to third-party managers and wrap programs.

Earl J. Keller III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with UBS since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mary Villegas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2017, as well as Wells Fargo & Co from 2014 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Christopher Mccauley is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Cetera in 2025, he worked at Baystone Partners for eight years and also spent five years as a stand-up comedy writer. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Mukund Hanumante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at Metropolitan Life Insurance Company and MetLife Securities since 1983, and has been with Mass Mutual Investors Services since 2017. Outside of his advisory work, Hanumante is an author and speaker of spiritual books, a role he has held since 1999. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven planning tools and provides event-driven planning programs alongside its ongoing advisory services.

Frederick Bates is a CFP® professional with six years of experience in the financial services industry. He is currently affiliated with Cetera and also holds ownership roles in Compass Capital Management and CC Brokerage, which focus on financial services and fixed insurance sales. Additionally, he owns OptiFormance LLC, a sport coaching and refereeing business that is currently inactive. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with access to various portfolio management options and third-party money managers, supporting both discretionary and non-discretionary account structures.

Craig Matherne Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and operated Premier Charters of Grand Isle for over a decade. Additionally, he manages a YouTube channel related to investments. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jennifer Slimmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She was with Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Francis is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes a position at BOK Financial Securities, Inc. from 2006 to 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Herpich is a financial advisor with Mass Mutual Investors Services in Metairie, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, he worked at MassMutual Life Insurance Company, Lyft, and Martin International. Outside of his advisory work, he is the lead singer for a live music group called The Red Hot Gentilly Peppers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves collaborative, annual engagements using advanced software tools and offers a range of event-driven planning programs.

Michael Graham II is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also owns Premier Veterinary Consultants, LLC, a veterinary medicine practice. Graham’s experience includes roles at Cetera Wealth Services and involvement with North Star Consultants Inc., where he provides financial services including life insurance, securities, and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party strategies.