John Morgan is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliated entities since 1998, as well as at Planning & Investment Centers, Inc. since 1990. Morgan is also the CEO of M Wealth Advisors. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Keith Crawford is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and receives compensation for mortgage and home-related service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and implements models with oversight, using a tiered wrap-fee structure.

Chad Troxclair is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Howard Rodgers is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior experience includes roles at Regions Bank, Cetera Investment Services, LPL Financial, and Raymond James & Associates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Rose Verdin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. In addition to her advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-delivery investment strategies created by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Bryan Palmisano is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. Outside of his advisory role, he owns and operates health and property/casualty insurance agencies. 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, utilizing firm-approved software and collaborative annual planning processes.

Bryon Hatrel is a CFP® professional with over 33 years of experience at Edward Jones, where he has worked since 1992. Based in Metairie, LA, he is involved in several outdoor-related business activities including managing hunting leases, fishing camps, and farming operations through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Daniel Lumetta is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

Peter Lovecchio Jr. is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he co-manages Indigo Partners, LLC, an entity that leases office space for his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Boylen III is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses. He has served in the United States Air Force from 2014 to 2023 and has been working in the financial services industry since 2023. His prior work includes roles at CTEC, Primerica Financial Services, and PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-delivery approach and discretionary separately managed accounts supported by third-party asset managers and custodians, operating at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Rufus Cressend Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, having previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns Bilt Bayou LLC, a business focused on renovation design and DIY construction videos, and is developing a podcast called "Constructive Interference," which features discussions with CEOs and business owners on various business topics. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.

Dennis Brown Jr. is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Kemper Corporation, Allstate Benefits, and several sales and hospitality positions. Edward Jones is a full-service wealth management firm serving over 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 network of financial advisors and branch offices nationwide.

Michael Dubuc is a financial advisor at Edward Jones with 22 years of industry experience, all of which have been with the firm since 2004. He holds Series 63 and Series 66 licenses and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

John Dardis Sr. is a CFP®-designated financial advisor with LPL Financial, bringing 46 years of industry experience. He previously worked at Next Financial Group, Inc. before joining LPL in 2014. Dardis is involved with several community and charitable boards, including Closer Walk Ministries, St. Benedict the Moor School, Jesuit High School, and Sugar Bowl. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and utilizes both proprietary research and third-party management across various investment strategies.

Noelle Kimble is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Matthew Person is a financial advisor with Cambridge Investment Research Advisors, holding over 27 years of industry experience. He has been with Cambridge since 2021 and has a background that includes operating his own CPA professional corporation since 1996 and involvement in multiple business entities. Outside of advising, he owns and manages a tax service firm and has experience as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms.

Joseph Cantrell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Securian Financial Services, Minnesota Mutual, and CC Brokerage, where he is also the owner. Outside of his advisory role, he owns Compass Capital Management, a business providing financial products and services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Justin Bardwell is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, Capital One Advisors, and Edward Jones. Bardwell has also supported Preservation Wealth Management in an advisory support role. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Sheryl Counce is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Conor Delaney is a Series 66-licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at firms including Robert Baird & Co., Voya Financial Advisors, and OneAmerica Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.