Frederick Korndorffer IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience and a Series 66 designation. He has worked at Benjamin F. Edwards since 2018 and previously spent 17 years with the Louisiana Workforce Commission. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions through a range of financial planning and investment management services. The firm offers consolidated discretionary and non-discretionary wrap programs with multiple model strategies and operates an internal trading desk alongside custody and execution functions.

Robert Comeaux Jr. is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Beacon Pointe Advisors and Beacon Pointe Insurance Services since 2020, and previously at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside his advisory role, he is a licensed insurance agent and owner of private equity and real estate holding companies, as well as joint owner of hunting land. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes, and offers proprietary private funds and interval fund advisory services.

Ronald Rodriguez is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining Voya in 2025, he worked at AGIA and Valic Financial Advisors. Outside of his advisory role, he serves as an independent insurance agent selling fixed insurance products and works as a consultant reviewing commercial leases for private landlords. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm emphasizes recommendation-based, non-discretionary advice and operates both as a registered investment adviser and broker-dealer.

Michael Zabalaoui is a CFP®, PFS™, and Series 63 licensed financial advisor at Creative Planning with 14 years of industry experience. He worked at Resource Management, Inc. for 37 years before joining Creative Planning in 2021. Zabalaoui is based in Metairie, LA. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Regions Institutional Trust and Ameritas Life Insurance Corp., among others. He is also a partner in SWRJ Benefits Entity dba Netchex Benefits and serves as Director of Financial Products at Southern Medical Association Services Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account solutions and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Simone Bauer is a financial advisor with Voya Financial Advisors, Inc. She holds Series 65 and Series 63 licenses and has 15 years of industry experience. Bauer has been with Voya since 2014 and also operates Strategic Financial Concepts, LLC. Outside of her advisory roles, she provides bookkeeping services for a small contracting business. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with a focus on recommendation-based, non-discretionary relationships.

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 licenses and bringing 45 years of industry experience. He previously worked at Invest Financial Corporation for nine years before joining LPL Financial in 2018. His business activities include operating Bruza Wealth Management and involvement with Livingston Financial Group, both related to his advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Marc Miranne is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Ameriprise since 2019 and previously was affiliated with Gulf Coast Bank and LPL Financial. Outside of his advisory role, he manages a family-owned LLC that was formed to obtain group health insurance rates. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice, primarily focusing on assets managed within Ameriprise accounts.

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.

Patrick Russo is a financial advisor at Edward Jones in Metairie, LA, holding the CFP® and Series 66 designations with two years of industry experience. His prior work includes roles at Ameriprise and Edward Jones, as well as employment as a line cook at DR Foods. He serves on the Budget & Finance Committee of the Greater New Orleans Service Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and offices.

Cody Wells is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Prior to joining Wells Fargo, he worked for the State of Louisiana Division of Administration. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Shelby Champagne is a financial advisor at Ameriprise with two years of industry experience. Shelby holds the Series 66 designation and has worked in education and fitness prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Evan Francioni is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones, he worked at Beacon Pointe Advisors and has an academic background including roles at Louisiana State University and the University of New Orleans. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Cooper Mc Gregor is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase, MML Investors Services LLC, MassMutual Life Insurance Co, and Capital One Investing LLC. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., JPMorgan Securities LLC, and Wells Fargo & Co. since 2014. 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 brokerage, distribution, and investment management capabilities.