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.

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.

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 CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2010. Based in Covington, LA, he holds Series 63 and Series 65 licenses. In addition to his advisory role, he has engaged in accounting and tax preparation activities as a CPA and bookkeeper. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

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.

Daniel Carter Jr. is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. His career includes roles at Zion Capital LLC, Metaire Bank And Trust, Fidelity Bank, Edward Jones, and operating as a sole proprietor. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily utilizes model-delivery strategies created by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Justin Hebert is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously operated Hebert Contracting L.L.C. for 14 years. 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. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large national footprint of financial advisors and branch offices.

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.

Christy Pizani is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and futures commission merchant registrations, delivering a range of investment management and brokerage capabilities.

Connie Sousa is a Series 66-credentialed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2007, including her current role starting in 2023. Outside of her advisory work, Sousa manages a martial arts school in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, corporate, and charitable clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Scott Egermayer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Blair Pylant is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Gulf Coast Bank and Trust and First NBC Bank. He is based in Mandeville, Louisiana. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Margaret Benjamin is a financial advisor with LPL Financial in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2014. Benjamin is also involved with Margaret Benjamin, LLC, a separate investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joey Nguyen is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James 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 investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.