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Russell O

Series 63, Series 65

Metairie, LA

LPL Enterprise

Russell Obee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and over 51 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Since 2024, he has been with LPL Enterprise in Metairie, LA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Evangeline M

CFP®, Series 66

Metairie, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin S

CFP®, Series 66

Metairie, LA

Edward Jones

Kevin Stierwald is a CFP®-credentialed financial advisor with Edward Jones in Metairie, LA, and has 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Dustin M

Series 63, Series 65

Luling, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert B

Series 63, Series 65

Kenner, LA

LPL Financial

Robert Brite is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Compass Capital Management. He is also involved in non-variable insurance-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party partners.

College savings (529s, UTMA, etc.)
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Braden B

Series 66

Metairie, LA

Edward Jones

Braden Brignac 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 2021, he worked in the hospitality sector and was a student at LSU. He also serves as an assistant coach at Archbishop Rummel High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ashley H

Series 66

Laplace, LA

Edward Jones

Ashley Hymel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Hymel worked at Caroline's Cookies and Hymel's Florist. Outside of her advisory role, she serves as treasurer for the Phi Mu Fraternity chapter in Baton Rouge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James H

Series 63, Series 66

Marrero, LA

Edward Jones

James Hines is a financial advisor with Edward Jones in Marrero, LA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of Parc Des Fmillies in Gretna, LA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including trust and securities-based lending options, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Allison B

Series 66

Metairie, LA

Edward Jones

Allison Breaux Mangold is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones in 2023, she worked for St. Charles Parish Public Schools from 2019 to 2023 and attended Louisiana State University from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive LGBTQIA
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Pierce A

CFP®, Series 66

Metairie, LA

OSAIC

Pierce Adams is a CFP® with 14 years of experience in the financial advisory industry. He is currently affiliated with OSAIC and previously worked at Woodbury Financial Services and Capital One advisors. Adams serves as a finance committee member at Trinity Episcopal School, where he contributes to budgeting and financial oversight. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kenneth B

CFP®, ChFC®, Series 66

New Orleans, LA

LPL Financial

Kenneth Bertucci is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP® and ChFC® designations and over 28 years of industry experience. He has been with LPL Financial since 2006. Bertucci also manages Bertucci Wealth Management, LLC, a registered DBA under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by both proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Rob G

Series 65, Series 66

Metairie, LA

J.P. Morgan Securities

Rob Graham is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include five years at Edward Jones and three years with Valic Annuity Life Insurance Company. 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.

Wealth management Executive Founder/Business Owner
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Barbara H

Series 66

Metairie, LA

Wells Fargo Clearing

Barbara Haydel is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to her current role, she was employed at Metairie Small Animal Hospital for 11 years. Outside of her advisory work, she contributes as a part-time receptionist and veterinary assistant at Metairie Small Animal Hospital. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides a range of financial products through bank and insurance affiliates.

Retired Founder/Business Owner
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Tiffany H

Series 66

Metairie, LA

Edward Jones

Tiffany Harvill is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with seven years of industry experience. Her prior roles include work at Walmart Stores Inc. and involvement with InspireNola Charter Schools and Propeller: A Force for Social Innovation. She also served as a principal at Harvill Business Solutions, a management consulting firm focused on business process improvement. Additionally, Harvill is a board member of FLYTE in New Orleans. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Business ownership considerations Business succession planning Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Intergenerational Families
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Bryan B

Series 66

Metairie, LA

Raymond James & Associates

Bryan Bordelon is a financial advisor with Raymond James & Associates in Metairie, LA, holding a Series 66 credential and 25 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he has interests in several business ventures, including passive ownership in FUGAZI, LLC. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting services, utilizing a range of portfolio management styles supplemented by affiliated research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Theresa H

Series 66

Metairie, LA

Edward Jones

Theresa Heingarten is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2005, currently working in Metairie, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,000 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Richard B

Series 66

Luling, LA

Edward Jones

Richard Broussard is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Stryker for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates an SEC-registered advisory program, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional
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Marifrances B

Series 66

Metairie, LA

Cetera

Marifrances Breaux is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera since 2022 and has been affiliated with Hancock Whitney Bank and its investment services affiliate since 2009. Outside of her advisory role, she is also a property owner and landlord. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform with access to both affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jill G

Series 66

Elmwood, LA

Edward Jones

Jill Gieger is a financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and previously spent 12 years with Gambit Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Founder/Business Owner LGBTQIA
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Richard K

Series 63, Series 66

Metairie, LA

Edward Jones

Richard Kernion Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory work, he is a partner in an LLC that owns a rental property in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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