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Arunthavarani T

Series 63, Series 65

Metairie, LA

Primerica Advisors

Arunthavarani Thiyagarajah is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Primerica Advisors since 2013 and owns Art Business Services, LLC, a tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors and corporate and charitable clients, offering model-driven portfolio strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dylan F

Series 66

Metaire, LA

LPL Financial

Dylan Favre is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023, following a prior role at Gregory Ricks & Associates. Outside of advisory work, he was involved with the American Medical Student Association for five years and has experience working with the United States Congress. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jill J

Series 66

Metairie, LA

J.P. Morgan Securities

Jill Jackson Fullmer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. Her career includes multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Michael G

CFP®, Series 63

Metairie, LA

Edward Jones

Michael Gautreau is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Metairie, LA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Dana B

Series 66

Metairie, LA

Ameriprise

Dana Boudreaux is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2020, Dana held roles at the University of New Orleans Department of Health & Safety and worked at PetSmart, among other positions. Ameriprise Financial Services is a large, diversified advisory 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert H

Series 63, Series 66

Laplace, LA

Edward Jones

Robert Hymel Jr. is a financial advisor at Edward Jones in Laplace, Louisiana, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hymel serves as President of the Belle Terre Lakes Homeowners Association, is a member of the Riverside Academy School Board Reserve, and has a minor ownership interest in Hymel's Florist LLC, where he helps with organizing and deliveries on select occasions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Julie C

Series 66

Destrehan, LA

Edward Jones

Julie Chastant Poche is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at InVentiv Health from 2015 to 2017. Outside of her advisory role, she coaches 5th to 7th grade girls basketball at Kehoe-France School in Metairie, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Raymond G

Series 63, Series 65

Kenner, LA

OSAIC

Raymond Gandolfi is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corporation, Inc. for 19 years. Gandolfi is also a statutory agent involved with fixed annuities and life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management.

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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Nolan S

PFS™, Series 63

Laplace, LA

Cetera

Nolan Schexnayder is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 39 years of industry experience. He has a long history of working at firms including Avantax Advisory Services and Schexnayder Financial, where he has been active since 2004. Outside of his advisory work, he serves as board member and treasurer of the River Road Historical Society and is involved with the Carrollton Carnival Club in New Orleans. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with discretionary and non-discretionary accounts across multiple program structures.

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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John F

Series 63, Series 66

Metairie, LA

Charles Schwab

John Fisher is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he manages a rental property in Keller, Texas. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by in-house research and alternative investment offerings.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Tevis V

Series 63

Metairie, LA

Primerica Advisors

Tevis Vandergriff is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the late 1990s. Outside of his advisory roles, Vandergriff has operated a plastering business since 1975 and works as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and oversees approximately $15.5 billion in assets under management across nearly 3,700 advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Charles H

Series 63

Metairie, LA

Cambridge Investment Research Advisors

Charles Hirling Jr. is a financial advisor with Cambridge Investment Research Advisors in Metairie, LA, and holds a Series 63 designation. He has 27 years of industry experience, including roles as a CPA tax consultant and managing member of Hirling Financial Group, LLC. Hirling has also served as an executor for multiple estates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using various portfolio management strategies and platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stephen K

Series 66

Metairie, LA

Edward Jones

Stephen Kernion is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016, with prior experience at Stratos Wealth Partners and LPL Financial. Outside of his advisory role, Kernion is involved in fitness instruction and coaching, and he owns and coaches at Riptide Masters Swimming LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Metairie, LA

LPL Financial

Michael Sackett is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp since 2006. He also operates a DBA business named M1USA. 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 and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Percy B

Series 63, Series 66

Metairie, LA

Edward Jones

Percy Brouillette is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. 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 solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 66

Metairie, LA

LPL Financial

Brian Allred is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include positions at Money Concepts Capital Corp, Kovack Advisors, Inc., and Jackson National Life Distributors. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Wayne M

Series 66

Metairie, LA

J.P. Morgan Securities

Wayne Marshall is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at 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, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Kyle B

Series 66

Metairie, LA

Edward Jones

Kyle Bergeron is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Braid Logistics/DHL Global Forwarding, TCI Packaging, Inc., North American Onsite, and BLG Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Values-based investing Christian Faith Based
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Kevin R

Series 63, Series 65, Series 66

Metairie, LA

J.P. Morgan Securities

Kevin Reugger is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Salomon Smith Barney Inc. alongside his ongoing roles at Jpmorgan Chase Bank, N.A. Outside of his advisory work, he is also involved in managing rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select team of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Michael P

Series 63, Series 65

Destrehan, LA

Ameriprise

Michael Pfeffer is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he manages Pfeffer Endeavors, LLC, which provides administrative and staffing support for his practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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