Nicole Meunier is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2009, working first with Wells Fargo Advisors LLC and then Wells Fargo Clearing. Outside of her advisory role, she owns and operates Nina Belle, LLC, a separate business based in New Orleans. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Darren Olivio is a financial advisor with Raymond James Financial in Metairie, LA, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2010 and is also involved in insurance sales. Olivio owns Financial Consulting Group Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Thomas Poindexter Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a notary public in Louisiana and is a co-executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, using an IPS-driven approach grounded in modern portfolio theory.

Mason Couvillon is a financial advisor with LPL Financial in Metairie, LA, holding the Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he serves as a board member of the Hartwig Moss Insurance Agency. 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 and services, including discretionary and non-discretionary management, with access to model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

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 with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Greenbrier Golf and Country Club and has experience in education with the University of Kentucky and Jesuit High School. He is also involved in an e-commerce business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Guzzardo is a financial advisor with Wells Fargo Clearing in Metairie, LA, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

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.

Callender Herman is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in a rental property business jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Claytor Brooks is a CFP® professional with three years of experience in the financial services industry. He currently works at Wells Fargo Advisors and has prior experience with Cetera, Hancock Whitney Bank, Regions Bank, Morgan Stanley, and Whitney Bank. Brooks has also served as an institutional trust department relationship manager at Hancock Whitney Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, along with niche services such as business-owner transition and special-needs analysis.

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 in Metairie, LA, holding a Series 63 designation and 27 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, Ricau is involved with Community Of Our Fathers Love and First Assist Services, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and maintains oversight of its investment models, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Payton Poche is a financial advisor with Mass Mutual Investors Services in New Orleans, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Louisiana Sugar Refining and William Clark, CPA. Outside of finance, he serves as a sports umpire. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, goal-focused planning using advanced analytical tools and serves a broad range of clients including high-net-worth individuals.