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 six years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Paradise Outfitters, Boil Boss, and Liziards Lodge hunting club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 licenses and over 24 years of industry experience. He has worked at LPL Financial since 2009 and previously at Strategic Financial Concepts for 13 years. In addition to his advisory role, Nelson teaches online classes for Bryant & Stratton. 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, supported by a broad platform and various operational tools.

Lisa Calongne is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for eight years before joining LPL Financial in 2023. Outside of her advisory role, she is a business owner and partner in a restaurant and bar called Whiskey Cowboy Saloon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Russell Obee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Evangeline Maples is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. She has served in multiple roles at Edward Jones since 2019. Outside of her advisory work, she has been involved in a political action committee focused on local community issues in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches as well as its integrated capabilities including trust services and securities-based lending.

Kevin Stierwald is a financial advisor with Edward Jones in Metairie, LA, holding the CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Dustin Matherne is a financial advisor at Edward Jones with Series 63 and Series 65 licenses and four years of industry experience. He previously worked for the New Orleans Saints and Pelicans and has held part-time roles in local businesses including Snowman Snoballs and DeeJoe Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Brite is a financial advisor with LPL Financial in Kenner, LA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior firms include Woodbury Financial Services and Compass Capital Management. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.