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 credential and seven years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2019, as well as earlier positions at LPL Financial, GWM Advisors, Gulf Point Advisors, and Resource Management. He is based in Metairie, LA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

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.

Frank Toro III is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at Crown Lift Trucks of New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Michael Zatarain is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Outside of finance, he has been involved with Crescent City Gymnastics and U.S. Gymnastics for several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program.

Matthew Clark is a financial advisor with Cetera in New Orleans, LA, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLife Securities and Hancock Whitney Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individuals to institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jason Jeandron is a financial advisor with LPL Financial in New Orleans, LA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with a recreational fishing camp operated through an LLC formed with friends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Burke Echelmeier is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities, LLC and New York Life Insurance Company, as well as involvement with Bourbon's Best Events. 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 supported by a large national network of financial advisors and branch offices.

Gregory Corso is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and Regions Bank since 2018 and was previously with Capital One Investing, LLC from 2017 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to model portfolios, third-party managers, and custom strategies.

Timothy Sandman is a financial advisor with Ameriprise in Mandeville, LA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Titan Touchdown Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with an emphasis on Ameriprise-managed accounts and uses algorithmic automation overseen by a Retirement Income Oversight Committee to support its advisory process.

Kimberly Neal is a financial advisor at Wells Fargo Advisors in Metairie, LA, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and tools to develop tailored recommendations for clients.

Michael Hanley is a financial advisor with Edward Jones and holds Series 63 and Series 66 credentials. He has 35 years of industry experience, having been with Edward Jones since 1990. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Finney IV is a financial advisor with Edward Jones in New Orleans, LA, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. 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. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Brian Seay is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Clayton Sanford is a financial advisor with Primerica Advisors, holding a Series 65 credential and 23 years of industry experience. His work history includes roles at multiple healthcare institutions and investment firms, including Pfs Investments Inc and Primerica Financial Services since 2002. He is also involved in sales of loan products and home-related 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 employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

William Clements is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns and manages a private property management business, Irish Channel Property Management. J.P. Morgan Securities 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 delivers these services through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.