Ross Morel is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the pharmacy sector, including at Ochsner Specialty Pharmacy and NOLA Discount Pharmacy. Outside of his advisory role, he is involved with Reservation Beach LLC, managing guest check-ins and bookings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large national presence and offers affiliated capabilities beyond advisory services, such as a trust company and securities-based lending.

Joseph Nieto is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of financial advisors and branch offices, as well as its affiliated services including mutual funds and a trust company.

Richard Redmann Jr. is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Ochsner Health Plan, Inc. and Peoples Health, with additional work in marketing through Redmann Marketing, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm offers multiple program structures and manager options, overseeing more than $256 billion in assets through over 10,000 advisors.

Cole Louviere is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones and Smith and Nephew. Louviere is also the owner of River Ridge Wealth Management LLC, where he assists clients in managing their wealth and assets. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing various tools and platforms to construct and manage portfolios.

Robert Sabrio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. 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 brokerage, distribution, and investment management capabilities.

Katina Summers is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience and previously worked at Kushner LaGraize, LLC for eight years. She holds a committee appointment with the Louisiana State Treasurer's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors.

Charles Aubert III is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and having 10 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018, following earlier roles at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Claudia Billeaud is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered 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 charitable organizations, offering tailored financial planning and consulting services through a variety of portfolio management styles.

George Sartin is a financial advisor with Edward Jones in Metairie, LA. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked in the construction industry and had experience with Sartin Riche Trial Lawyers. 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 and investment strategies, supported by a large nationwide network of advisors and branch offices.

Christopher Fuller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 20 years of industry experience. Fuller co-owns Financial Consulting Group, Inc., a support company through which he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning and uses risk profiling and modeling tools to tailor recommendations to client goals.

Michael Walker is a ChFC® and Series 66-licensed advisor with two years of industry experience, currently affiliated with Cetera. His background includes roles at Hancock Whitney Bank, LPL Enterprise, Prudential Insurance Company of America, and POM Insurance, along with five years at Canal Barge Company. He serves on the board for the 18th Ward, is a board member for Isidore Newman School, chairs the advisory board for Breakthrough New Orleans, and is an elder at Celebration Church in Metairie. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and custodial relationships.

Dylan Parfait is a financial advisor at Charles Schwab with a Series 66 license and two years of industry experience. His prior work history includes roles at Charles Schwab Bank SSB, Tasc Performance, Carr, Riggs & Ingram, and Ernst & Young. Charles Schwab 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 offers both non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

William Blakeman is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, he was involved with Paradise Outfitters, Boil Boss, and Liziards Lodge hunting club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Myrtis Hales III is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 registrations and 13 years of industry experience. His prior roles include positions with Eagles Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. He also provides actuarial calculations for settlement practices as an independent contractor. MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser subsidiary of MassMutual 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 and collaborative, annual planning engagements.

Leonard Nelson is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2009 and previously at Strategic Financial Concepts from 2012 to 2025. In addition to his advisory work, he teaches classes online for Bryant & Stratton. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and a range of discretionary and non-discretionary management options.

Lisa Calongne is a financial advisor with LPL Financial and holds a Series 66 designation. She has 11 years of industry experience, including eight years at Edward Jones before joining LPL Financial. Outside of her advisory work, she is a business owner and partner of Whiskey Cowboy Saloon, a restaurant bar and grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Eric Labat Jr. is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience. Outside of advising, Labat works as a Physical Therapist Assistant at Ochsner Medical Center, providing acute care treatment and rehabilitation support. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and maintains one of the largest retail advisor and branch networks in the industry.

Jeffrey Marcon is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent 11 years at Edward Jones. In addition to his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered through a network of independent Financial Professionals.

Scott Landry is a Series 65-licensed financial advisor with Primerica Advisors in Metairie, Louisiana, with one year of industry experience. Prior to joining Primerica Advisors, he was employed with Primerica Financial Services and has also been self-employed. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates on a large scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Andrew Kimble is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked for eight years at Beau Box Commercial Real Estate. He holds the Series 66 designation. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.