Jason Mead is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. and Capital One Advisors, LLC. Mead is a partner in several investment-related ventures, including the Jason Mead Group LLC and River Tower Wealth Management, LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Raymond Guffey is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following his tenure at JPMorgan Chase Bank, N.A. beginning in 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 additional market-facing registrations and functions.

Cullen Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management planning by listening to clients' needs and ambitions before implementing personalized financial strategies to help them reach their goals. Cullen's areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Cullen began his career in the financial services industry upon graduating from Louisiana State University, E.J. Ourso College of Business, with a Bachelor of Science degree in Finance in 2013. He holds the Personal Investment Advisor (PIA) designation. Born and raised in Hammond, Louisiana, Cullen lives there with his wife Chelsea and their two children, Dani and Owen. In his personal time, Cullen enjoys competing in triathlons, traveling, and spending time with his family and friends.

Joseph Knarr is a financial advisor at Ameriprise with 28 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice. The firm’s approach includes analysis of asset allocation, withdrawal strategies, and Social Security options, operating within a defined investment ecosystem.

Andree Fangue is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Edward Vamprine is a financial advisor at Merrill with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Bank of America, NA and Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Ryan Rivers is a financial advisor with Primerica Advisors in Mandeville, LA, holding 18 years of industry experience. His work history includes roles at Feliciana Home Health and North Oaks Hospital, alongside long-term involvement with PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Michael Huerstel Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with LPL Financial since 2022 and also works with Bruce Shields & Associates, where he has been active since 2011. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and providing access to research, model portfolios, and technology-driven investment options.

Darryl Mierl is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining LPL Financial in 2023, he spent ten years with Benjamin F. Edwards & Co. He also serves as President and Chief Investment Officer of Gryphon Wealth Management LLC, an entity related to his LPL business. 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 wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and incorporates research and model portfolios from various sources.

Grace Gallaty is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2022. Prior to her financial advisory roles, she held various positions in the hospitality industry and education. 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 and profit-sharing plans, corporations, and charitable organizations.

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.

Mark Kingsbery is a financial advisor with Thrivent Investment Management in Slidell, LA, holding Series 63 and Series 65 licenses with 10 years of industry experience since 2016. Outside of his advisory role, he handmakes and sells rosaries as a hobby and assists with breeding and selling Goldendoodle puppies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics without discretionary trading authority.

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.

William Duncan Jr. is a Series 63 credentialed financial advisor with 31 years of industry experience, currently with Ameriprise in Mandeville, LA. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as a member and manager for Mansa Musa Partners and Mansa Musa Operations, entities involved in administrative and operational support activities unrelated to investment management. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing, tax-aware advice based on proprietary research and third-party data.

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.