John Taunton is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was with CION Securities, LLC and Fs2 Capital Partners, LLC. Outside of his advisory role, he is a part owner of Taunton Farms, where he has minimal involvement in operational decisions. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process led by an Investment Policy Committee, utilizing quantitative and qualitative research to build diversified portfolios and implement risk management strategies.

Daniel Carter Jr. is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. His career includes roles at Zion Capital LLC, Metaire Bank And Trust, Fidelity Bank, Edward Jones, and operating as a sole proprietor. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily utilizes model-delivery strategies created by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Benjamin Brown is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Cetera, Hancock Whitney Bank, and Bank of America. Outside of finance, he is involved as a performer with The Box Office Giants, a musical group that plays regularly in the Covington, Louisiana area. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

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.

Jason Navarre is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase, Vertical Anchor, and NorthWestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Michael Rich is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and previously worked for Republic National Distributing Co for eleven years. 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, model portfolio programs, third-party asset management, and institutional platforms.

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.

Ovid Davis III is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked for six years at Liberty Mutual Insurance. He is also involved with ADLD Consulting, LLC, a family-run consulting business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

William Petersen III is a CFP® and CFA® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He formed an LLC in 2014 related to a land and building purchase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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.

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.