Noelle Kimble is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Matthew Person is a financial advisor with Cambridge Investment Research Advisors, holding over 27 years of industry experience. He has been with Cambridge since 2021 and has a background that includes operating his own CPA professional corporation since 1996 and involvement in multiple business entities. Outside of advising, he owns and manages a tax service firm and has experience as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms.

Alex Brandenburg is a Series 66-credentialed financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2021, he worked at Uber for six years. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that uses research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Cantrell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Securian Financial Services, Minnesota Mutual, and CC Brokerage, where he is also the owner. Outside of his advisory role, he owns Compass Capital Management, a business providing financial products and services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Justin Bardwell is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Capital One Advisors. Outside of his advisory role, he provides support services for Preservation Wealth Management. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios across various asset classes.

Deanna Mclendon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Sheryl Counce is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Conor Delaney is a Series 66-licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at firms including Robert Baird & Co., Voya Financial Advisors, and OneAmerica Securities. 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.

Daniel Marshall III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 19 years of industry experience. He previously worked for StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. for over 16 years. Outside of his advisory role, he is employed as an associate with Charles Genois & Co., LLC/Impera Wealth Management LLC, focusing on new business prospecting and client maintenance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and modeling to support informed client decisions.

Daniel Herrera is a Series 66-licensed financial advisor at Ameriprise in Metairie, LA, with nine years of industry experience. He has been with Ameriprise since 2015. Herrera serves on the Board of Directors for the Financial Planning Association of Louisiana as Programs Co-Director. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hannah Kotsko is a financial advisor with Mass Mutual Investors Services in Metairie, LA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as positions in education at Hamilton Community Schools, Saginaw Valley State University, Shiawassee RESD, and Oakland University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements supported by firm-approved software and educational seminars.

Jeffrey Johnson is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Becker Suffern McLanahan for three years and has a background that includes private pilot training and experience in technology transfer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Jonathan Schlackman is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his deceased father’s trust and holds power of attorney for his wife, both involving investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options not commonly offered by large institutional advisers.

Richard Schega Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside of his advisory role, he is vice president of The United MSD Foundation, a nonprofit organization, and serves on the board of the West Point Class of 1999 Fund. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services, utilizing firm-approved analytical tools to generate written recommendations tailored to client goals.

Justin Goings is a Series 66 licensed financial advisor with Edward Jones, based in Luling, Louisiana, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked briefly at Raymond James in 2018 and was involved with the Country Club of Louisiana and Louisiana State University from 2016 to 2020. Outside of advising, he is a landlord of the Edward Jones office he operates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated funds. The firm manages over $1 trillion in assets and maintains a large national network of financial advisors and branch offices.

Alex Brignac is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Massachusetts Mutual Life Insurance Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of approximately 23,700 advisors and over 15,000 branch offices.

Christian Vardaman is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2019, with prior experience at LPL Financial, GWM Advisors, Gulf Point Advisors, and Resource Management. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and research-driven due diligence.

Jeffrey Windes is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include five years at Stifel before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Glenn Riches is a financial advisor with Primerica Advisors in Metairie, LA, holding 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Todd Murphy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 10 years of industry experience. Prior to his current role, Murphy was associated with M Wealth Advisors and Planning and Investment Centers, Inc. He serves as chair of the Policy Committee for Greater New Orleans, Inc., focusing on economic development, and is also a board director for Men of Fashion, a nonprofit that raises funds for the New Orleans Ballet. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network along with institutional consulting and portfolio management.