Adam Williams is a financial advisor at LPL Financial with 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he operates an insurance agency offering home and auto insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Steven Ackman is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Ackman participates as a Vine Reviewer for Amazon, providing product reviews. 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 strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

James Ray is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise since 2016 and operates a tutoring business focused on high school and college students in subjects ranging from algebra and geometry to legal studies and philosophy. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

David Indest is a financial advisor with Edward Jones in Elmwood, LA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Kristi Tauzin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Chad Hrapmann is a CFP® professional with six years of industry experience, currently affiliated with Cetera. He has worked previously at LPL Financial and Harcon Inc. Hrapmann is also engaged as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Jarod Hopper is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Southeastern Louisiana University. Outside of his advisory role, he owns and manages Hopper Holdings LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Michael Diaz is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation and having entered the industry in 2026. He previously worked at Human Interest, Interstate Electronic Systems, Numotion, and Paychex Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,700 financial advisors.

Carman Bruno is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securian Financial Services, Inc., Minnesota Life Insurance Company, and Compass Capital Management. He serves as a board member of the Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and ongoing client supervision.

Warren Wyble is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

David Greif is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and Equitable Financial Life Insurance. Outside of finance, he has been involved with several ventures including Odyssey Medical Technologies LLC and Elizabeth Heiskell Catering. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Luke Hahn is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Depuy Synthes, Iqvia, Coating Services, Inc, and Metro Boating. 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 and provides a range of advisory services through a nationwide network of over 23,000 financial advisors.

Colin Brunet is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation. He has one year of experience in the financial advisory field and previously worked for seven years at Paycom, along with prior roles in the fitness industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Troy Fields is a financial advisor with Primerica Advisors in New Orleans, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. In addition to his advisory role, he receives compensation for part-time referrals of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Cole Shannon is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and entrepreneurial ventures in the food service and cleaning industries. 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 uses firm-approved analytical tools to deliver written financial recommendations in collaborative annual planning engagements.

Amber Davis is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at DS Services of America, Inc. from 2013 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products including security-based swaps and futures commission merchant services.

Lane Fournier is a financial advisor with Primerica Advisors who holds 31 years of industry experience. His professional background includes roles at LH Marine Services Inc. and founding LH Fournier & Associates. He also has involvement in selling home security and automation products through affiliated companies of PFS Investments Inc. 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 uses a tiered wrap fee structure for its services.

Andrew Fallo is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009, following nine years at Merrill. In addition to his advisory role, he is involved in consulting through his business ownership of ARF Management LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Sedrick Thomas is a Series 63 licensed financial advisor with Primerica Advisors in Metairie, LA, where he has worked since 1995. He has 39 years of industry experience, including prior work with Primerica Financial Services dating back to 1983. Thomas serves on the board of directors for Primerica's African American Leadership Council and is involved in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Anthony Ramos is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Ramos also has experience affiliated with the University of New Orleans and the University of Alabama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.