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.

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.

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.

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.

Kenneth Bertucci is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP®, ChFC®, and Series 66 credentials. He has 28 years of industry experience, including eight years at Merrill and over 20 years at LPL Financial. Bertucci also operates Bertucci Wealth Management, an LPL-affiliated business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various advisory models and technology tools, and oversees substantial discretionary assets through a large network of advisors.

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.

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.

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.

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.

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.

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.

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.

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.

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.

James Rosenbloom is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Compass Capital Management and Securian Financial Services, among others. Outside of finance, he serves as the Director of Sacred Music at St. Philip Neri Catholic Church and is a board member and co-chair of the donor engagement committee for the Catholic Community Foundation. Rosenbloom is also an active freelance musician. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

James Haas III is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors since 1981 and has worked with affiliated companies including Primerica Financial Services and Primerica Financial Services Home Mortgages. In addition to his advisory role, he is involved in sales of investment-related products and occasionally refers clients to home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Stephen Beck is a financial advisor with Mass Mutual Investors Services in Metairie, LA. He holds a Series 66 designation and has been with the firm since 2026. Prior to this role, he worked at the Office of the Independent Police Monitor and studied law at Loyola University New Orleans College of Law. Outside of financial advising, he has been involved with Full Sun Gifts since 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning supported by proprietary software and educational seminars.

Jennifer Esler is a financial advisor at LPL Financial with four years of industry experience. She previously worked at Iberiabank for 15 years and has been associated with First Horizon since 2021. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its advisors with various investment strategies and operational tools.

Angela Castro is a Series 66 licensed financial advisor with Edward Jones in Metairie, LA, where she has worked since 2020. She has five years of industry experience and previously spent six years at Bedgear LLC. Outside of her advisory role, Angela is a co-founder of Alpha Leadership & Safety Consulting, a family business focused on managerial decisions. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Becker Aleman is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including JPMorgan Chase and LPL Financial, before joining Charles Schwab in 2020. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.