Timothy Rock is a Series 66-licensed financial advisor with Edward Jones in New Orleans, LA, with 14 years of industry experience. He has been with Edward Jones since 2011. 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 through a nationwide network of about 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Robert Brune is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including prior roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as treasurer on the board of the nonprofit Cabrini High School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements using firm-approved analytical tools and offers various event-driven planning programs.

John Morgan is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliated entities since 1998, as well as at Planning & Investment Centers, Inc. since 1990. Morgan is also the CEO of M Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Keith Crawford is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and receives compensation for mortgage and home-related service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and implements models with oversight, using a tiered wrap-fee structure.

Chad Troxclair is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2020. 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 institutions. The firm offers a wide range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Howard Rodgers is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior experience includes roles at Regions Bank, Cetera Investment Services, LPL Financial, and Raymond James & Associates. Charles Schwab & Co., Inc. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Rose Verdin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. In addition to her advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-delivery investment strategies created by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Bryan Palmisano is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. Outside of his advisory role, he owns and operates health and property/casualty insurance agencies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning processes.

Halford Paes is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and also has tenure at JPMORGAN Chase Bank, N.A. dating back to 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bryon Hatrel is a CFP® professional with over 33 years of experience at Edward Jones, where he has worked since 1992. Based in Metairie, LA, he is involved in several outdoor-related business activities including managing hunting leases, fishing camps, and farming operations through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Daniel Lumetta is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

Peter Lovecchio Jr. is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he co-manages Indigo Partners, LLC, an entity that leases office space for his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Boylen III is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses. He has served in the United States Air Force from 2014 to 2023 and has been working in the financial services industry since 2023. His prior work includes roles at CTEC, Primerica Financial Services, and PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-delivery approach and discretionary separately managed accounts supported by third-party asset managers and custodians, operating at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Rufus Cressend Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, having previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns Bilt Bayou LLC, a business focused on renovation design and DIY construction videos, and is developing a podcast called "Constructive Interference," which features discussions with CEOs and business owners on various business topics. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.

Joshua Torres is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Horizon Advisors, Hancock Whitney Bank, Hancock Whitney Investment Services, Capital One Advisors, LLC, and Capital One Investing. He is based in Metairie, LA. 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 through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Wachter is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in New Orleans, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, Wachter is involved in property management and serves as president of two condominium associations. 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 and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Anthony Eaton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cetera since 2022. His prior roles include positions at Hancock Whitney Bank, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of advisory work, he is a part owner of AVE Rents, LLC, a small residential rental business he co-owns with his brother. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Dennis Brown Jr. is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Kemper Corporation, Allstate Benefits, and several sales and hospitality positions. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Dubuc is a financial advisor at Edward Jones with 22 years of industry experience, all of which have been with the firm since 2004. He holds Series 63 and Series 66 licenses and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

John Dardis Sr. is a CFP®-designated financial advisor with LPL Financial, bringing 46 years of industry experience. He previously worked at Next Financial Group, Inc. before joining LPL in 2014. Dardis is involved with several community and charitable boards, including Closer Walk Ministries, St. Benedict the Moor School, Jesuit High School, and Sugar Bowl. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and utilizes both proprietary research and third-party management across various investment strategies.