Al Bourgeois is a financial advisor at Edward Jones in Covington, LA, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at EAG Gulf Coast LLC, Postlethwaite & Netterville, APAC, Horne LLP, and Galloway Johnson Tompkins Burr & Smith. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Green is a financial advisor with Raymond James & Associates in Mandeville, Louisiana, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Outside of his advisory role, he owns Poisson Rouge Catering, LLC, and serves as a director for Friends Helping Kids, Inc., a nonprofit organizing activities and a summer camp for children with disabilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a broad client base—including individuals, institutions, and municipalities—and provides tailored, primarily non-discretionary financial planning and consulting supported by in-house research and a range of portfolio management styles.

Garrett Booth is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Levelset dba Express Lien from 2016 to 2019. Garrett is based in Covington, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Brett Dalessandro is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and affiliated firms since 2018. Prior to that, he worked at Capital One Investing LLC and Capital One Advisors LLC from 2016 to 2018. Outside of his advisory role, he serves as vice president on the board of the Metroview Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring a range of portfolio management and consulting services with access to affiliated and third-party managers across various program structures.

Geneva Rougeou is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved with a seed funding venture named Taylor Lauryn in Covington/Mandeville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and broad asset management capabilities.

Paul Huval is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management approaches and affiliated research.

Dana Fraychineaud is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill and Merrill Lynch since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Thibaut II is a financial advisor with Mass Mutual Investors Services in Covington, LA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and FSE Energy. Outside of his advisory role, he is involved in individual life and health insurance sales and owns a cryptocurrency mining business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools and educational seminars.

John Cefalu Jr. is a financial advisor with Primerica Advisors in Mandeville, LA, holding a Series 63 designation and over 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Gavin Cummiskey is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Treasurer of the Metairie Ridge Hunting Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Jeffery Wylie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has also operated his own business since 1980. Outside of his advisory work, he serves as a board member at Southstone Church and is involved in employee benefit consulting and real estate ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody arrangements and both proprietary and third-party investment strategies.

Daniel Klug is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2000 and has also worked at Bank of America, N.A. since 2019. Outside of his advisory role, he serves as a power of attorney for a fiduciary entity in Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Willis Hetler is a financial advisor at Cetera with Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Cetera Investment Services since 2013 and also has experience with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Kevin Kiesel is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Steffens is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to joining Raymond James, he was involved with Lawn Doctor of Mandeville and Covington for three years and is the CEO of Steffens Investments, LLC, a business established to create the Lawn Doctor franchise in his area. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and multiple portfolio management strategies.

Davis Brister is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. His prior work includes 14 years at Bank of America and time at Merrill. He is based in Mandeville, LA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides non-discretionary financial planning and investment consulting, drawing on a variety of portfolio management styles and affiliated research.

Clarice Bourgeois is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JP Morgan Securities LLC since 2015, also working with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

Randy Kinchen is a Certified Financial Planner® with over 43 years of industry experience. He has been with LPL Financial since 2003, with a brief tenure at Cetera Investment Services LLC in 2009-2010. In addition to his advisory work, he holds CPA and bookkeeping credentials and has engaged in accounting and tax preparation activities. 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, and access to third-party asset management, supported by a large network of investment adviser representatives.

Keith Naccari is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over 11 years of experience at Sternberg, Naccari & White LLC. He has been with MassMutual Life Insurance Company and MML Investors Services LLC since 2025. MassMutual Investors Services, LLC 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 uses collaborative annual planning processes supported by software tools and offers specialized programs including divorce planning and estate-settlement services.

Benjamin Brown is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Cetera, Hancock Whitney Bank, and Bank of America. Outside of finance, he is involved as a performer with The Box Office Giants, a musical group that plays regularly in the Covington, Louisiana area. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.