Charley Moran is a financial advisor with Primerica Advisors, holding a Series 63 designation and 35 years of industry experience. He has worked at Primerica Financial Services since 1991 and with Primerica Advisors since 1989. In addition to advisory services, Moran is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

John Brignac is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Brignac serves as a board member for the Lafreniere Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. It 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.

Norman Brown is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Kovack Advisors, Inc., Kovack Securities, Inc., and Ameritas Investment Company, LLC. He also operates Brown Financial Group, which provides both securities and insurance products to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, featuring a comprehensive platform that includes financial planning, model portfolios, and institutional programs.

Desiree Kelley is a CFP® professional with 19 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. since 2017 and previously held roles at Lincoln Investment and Detillier Financial Advisors. Kelley is also actively employed as a financial advisor with M Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

Daniel Toro Jr. is a CFP® and ChFC® credentialed financial advisor with 13 years of experience at Edward Jones in Metairie, LA. He has served with the firm since 2013. Outside of his advisory role, he volunteers as an alumni advisor, assisting with recruitment and treasury duties for the Phi Iota Alpha Fraternity at LSU. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Shane Duhe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities, Inc. from 2006 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach with clients and firm-approved analytical tools.

Mason Couvillon is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2014, following four years at Next Financial Group. Outside of his advisory role, he serves as a board member of the Hartwig Moss Insurance Agency. 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 through its extensive network of investment adviser representatives.

Charles Giardina is a financial advisor with Mass Mutual Investors Services and holds 33 years of industry experience. He has worked at MML Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1989. Giardina also operates as an independent insurance agent, providing disability, life, accident, health, property, and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Jonathan Vega is a financial advisor with Primerica Advisors in Houma, Louisiana, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Primerica Financial Services and various positions in the maritime and outdoor sectors. He also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and utilizes BNY Mellon Advisors for portfolio implementation.

Jordan Montgomery is a financial advisor with Charles Schwab in Metairie, LA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and State Farm. Montgomery has also held positions with multiple automotive dealerships earlier in his career. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operations.

Evan Hatrel is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Kaplan College and managed a charter fishing company, FishCommander Charters, where he is a licensed fishing captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Colby Brunet is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he held roles at Coverall North America and Southern Glazers Wine & Spirits. He serves on the Finance Committee Board at Archbishop Rummel High School in Metairie, LA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Harrison Leblanc is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work experience at Greenbrier Golf and Country Club, the University of Kentucky, and Jesuit High School. Outside of his advisory role, he is involved in an e-commerce business through FIO Group. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, with a range of strategic and tactical investment options supported by advisor-facing tools.

Gray Goudeau is a financial advisor with Ameriprise Financial Services, holding the CFP®, ChFC®, and Series 63 designations and bringing 35 years of industry experience. He has been with Ameriprise since 2005 and owns Riversend Planning Group LLC, a business unrelated to investment activities. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that utilizes research, modeling, and tax-efficiency analysis to provide tailored recommendation reports, primarily for clients with significant investable assets under management at the firm.

Kent Wise is a financial advisor with Cambridge Investment Research Advisors in Metairie, LA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc and has operated Wise Financial Services, LLC since 1993. Outside of his advisory role, he is involved in accounting services and legal software through his connections with Piltz, Williams, LaRosa & Company and Estate Guru. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing various custody and platform arrangements with both proprietary and unaffiliated investment strategies.

Todd Glazer is a financial advisor with MassMutual Investors Services in Metairie, LA, holding a Series 66 designation and five years of industry experience. He has worked with MassMutual since 2020 and has been the owner of Todd Glazer Insurance Brokers since 2012. Outside of his advisory role, he owns a life insurance business operating from his residential address. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without investment discretion.

Paul Bourgeois is a financial advisor with Edward Jones in Harahan, LA, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is a partner in PB & J Properties, LLC, where he manages rental properties and oversees related operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

James Ankiewicz is a financial advisor at Mass Mutual Investors Services with the Series 66 credential. He joined the firm in 2025 and has prior experience working at the Federal Deposit Insurance Corporation. Outside of his advisory role, he has worked as a delivery driver for Door Dash since 2022. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and recently introduced a standalone Divorce Planning service.

Patsy Ricau is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, she is involved with Community Of Our Fathers Love and First Assist Services, LLC. 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 accounts. The firm uses model-based investment strategies managed by unaffiliated asset managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Payton Poche is a financial advisor with Mass Mutual Investors Services in New Orleans, LA, holding a Series 66 license and four years of industry experience. Prior to joining Mass Mutual, he worked at Louisiana Sugar Refining and has held various roles including at William Clark, CPA, and CUTCO Marketing. Outside of finance, he serves as a sports umpire for Crescent City Umpires. Mass Mutual 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 firm-approved software for goal analysis and offers collaborative, annual financial planning engagements without investment discretion.