Christy Pizani is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and futures commission merchant registrations, delivering a range of investment management and brokerage capabilities.

Connie Sousa is a Series 66-credentialed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2007, including her current role starting in 2023. Outside of her advisory work, Sousa manages a martial arts school in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, corporate, and charitable clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Troy Macaluso is a CFP® with 30 years of experience in financial advising, currently with Ameriprise since 2020. He has been with Ameriprise Financial Services since 2005. Outside of advisory work, he is involved in managing administrative and operational aspects of shared office expenses and real estate operations through related business entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Scott Egermayer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Blair Pylant is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Gulf Coast Bank and Trust and First NBC Bank. He is based in Mandeville, Louisiana. 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 plans, corporations, and charitable organizations.

Margaret Benjamin is a financial advisor with LPL Financial in Mandeville, LA, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at LPL Financial since 2014 and previously at Capital One Financial Advisors for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joey Nguyen is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James 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 investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Robert Gardner is a financial advisor with Raymond James & Associates in Mandeville, LA. He holds a Series 66 designation and has 11 years of industry experience, all of which have been with Raymond James since 2015. Gardner is also the manager of RMG Link, LLC, a single-member investment entity within his Roth IRA that invests in alternative assets not typically accessible through conventional brokerage accounts. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Glenn Towles is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following roles at Morgan Stanley Smith Barney LLC and TD Ameritrade. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and corporate financial planning agreements.

Michael Romig is a financial advisor at Cetera with 38 years of industry experience. His career includes roles at LPL Financial, VisionPoint Advisory Group, and running Romig Capital Affiliates Corporation since 1999. He also consults with business owners through his firm, The Exit Advantage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Chad Boisseau is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is associated with Lapis Enterprises Inc., a legal entity for his Ameriprise Team Practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Donald Riley III is a financial advisor with Cetera in Hammond, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including over two decades at Hancock Whitney Bank and investment services roles since 2005. Riley has been with Cetera and Cetera Investment Services LLC since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios with discretionary and non-discretionary options.

Tyler Gugliuzza is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Covington, LA. Outside of his advisory role, he is involved with TLGCS Development, LLC, a real estate office rental business in Madisonville, LA. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Jason Appe is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 1999. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Douglas Wingo is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors, relying on proprietary research and algorithmic tools to produce tailored Recommendation Reports.

Alan Bender Jr. is a financial advisor with Cetera who holds Series 66 and Series 65 credentials and has 34 years of industry experience. He has previously worked at Avantax and Cambridge Investment Research Advisors, and he is a partner and vice president of Retirement Strategies Group, LLC, which provides third-party administration for qualified retirement plans. He also serves as an investment representative at CoSource Financial Group, focusing on qualified retirement plan services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through various program platforms and multiple custodial relationships.

Carter Chotin is a financial advisor with LPL Financial based in Covington, LA, holding a Series 65 credential and 17 years of industry experience. His prior work includes over a decade with MML Investors Services Inc and MassMutual. He is also involved in non-variable and property and casualty insurance through the Erwin Insurance Agency and Sterling Bridge Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Adam Bennett is a financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Cetera, First Horizon Bank, and Hancock Whitney Bank. Outside of his advisory work, he is involved with ARB Capital Holdings LLC, a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs.

Daniel Texada is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he currently serves as owner of Texada Energy LLC and as a board member for Partners in Giving Charity, which organizes an annual charity golf tournament. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager platform through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services.

Bonita Cefalu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.