Christopher Mccauley is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Baystone Partners for eight years. Before entering the financial sector, he spent five years as a stand-up and comedy writer. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Mukund Hanumante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at Metropolitan Life Insurance Company and MetLife Securities since 1983, and has been with Mass Mutual Investors Services since 2017. Outside of his advisory work, Hanumante is an author and speaker of spiritual books, a role he has held since 1999. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven planning tools and provides event-driven planning programs alongside its ongoing advisory services.

Brad Fortier is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP® designation and Series 63 license. He has 28 years of industry experience and has been with LPL Financial since 2005. Outside of his advisory role, he is an author of a book titled "Dear Kate" and is involved in non-variable insurance sales. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party sources.

Frederick Bates is a CFP® professional with six years of experience in the financial services industry. He is currently affiliated with Cetera and also holds ownership roles in Compass Capital Management and CC Brokerage, which focus on financial services and fixed insurance sales. Additionally, he owns OptiFormance LLC, a sport coaching and refereeing business that is currently inactive. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with access to various portfolio management options and third-party money managers, supporting both discretionary and non-discretionary account structures.

Craig Matherne Sr. is a financial advisor with LPL Financial, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones and spent over a decade with Premier Charters of Grand Isle. He also operates a YouTube channel related to investments. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Jennifer Slimmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She was with Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Francis is a financial advisor with Edward Jones in Metairie, LA, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. She has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Herpich is a financial advisor with Mass Mutual Investors Services in Metairie, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, he worked at MassMutual Life Insurance Company, Lyft, and Martin International. Outside of his advisory work, he is the lead singer for a live music group called The Red Hot Gentilly Peppers. Mass Mutual Investors Services 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’s planning process involves collaborative, annual engagements using advanced software tools and offers a range of event-driven planning programs.

Michael Graham II is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also owns Premier Veterinary Consultants, LLC, a veterinary medicine practice. Graham’s experience includes roles at Cetera Wealth Services and involvement with North Star Consultants Inc., where he provides financial services including life insurance, securities, and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party strategies.

Michael Glazer is a CFP® with 12 years of industry experience, currently advising at Cetera. His work history includes roles at Axa Advisors, Hancock/Whitney Bank, and various Cetera entities. Besides his advisory work, he holds a 15% ownership in a real estate company and is involved in the sale of premium finance life insurance. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts. The firm offers a diverse range of investment and retirement services through a large network of advisors, utilizing multiple program structures and third-party managers.

Joseph Barreca Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at First Horizon Advisors, Infinex Investments, Iberia Financial Services, Iberia Bank, and Proequities, Inc. He is also a one-third owner of Triple J Sports, a recreational vehicle and boat business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings such as insurance-related vehicles and bank deposit sweep options.

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. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. for 12 years and has operated Brown Financial Group since 2008. In addition to his advisory work, he is involved in selling fixed and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, model portfolios, and retirement plan consulting.

Scot Billeaudeau is a financial advisor with Ameriprise in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Compass Capital Management, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also the owner of Billeaudeau Enterprises LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Desiree Kelley is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. She has worked at Raymond James since 2017 and previously spent nine years with Lincoln Investment and Detillier Financial Advisors. Kelly is also involved as a financial advisor with M Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support tailored client recommendations.

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.

Charles Genois is a financial advisor with Raymond James Financial in Metairie, LA, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 34 years of industry experience, including founding and managing IMPERA Wealth Management and Charles Genois & Co., LLC. He also serves as an insurance agent and is a partner in Pearl Equity Partners, a family investment business. 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 institutions. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal advisory and employer retirement plan services.

Tristan Avant is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he held positions at Hancock Whitney Bank, ADP, and various roles while attending Southeastern Louisiana University. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring both discretionary and non-discretionary program options.

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.