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, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at NYLife Securities and New York Life. He is based in New Orleans, LA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios across various program structures and custodial relationships.

Jason Jeandron is a financial advisor with LPL Financial in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in a recreational fishing camp venture with friends, which is not an income source and has no client involvement. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2016, having previously worked at Wells Fargo Clearing from 2008 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and planning tools to develop tailored recommendations.

Michael Hanley is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1990. Outside of his advisory role, he owns and maintains a rental property in LaPlace, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds supported by a large national network of advisors and branch offices.

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.

Anthony Hagstette is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory work, he has operated a remodeling company since 1970. Primerica Advisors provides 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 employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Brandon Smith is a financial advisor with LPL Financial in Metairie, LA. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Cetera and Hancock Whitney Bank. 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.

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.

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.

Gabriel Nehrbass is a CFP® and Series 66-credentialed financial advisor with 11 years of industry experience, currently serving at Edward Jones since 2014. He is the founder and director of EspaNOLA, a nonprofit focused on arts and cultural events related to Spanish heritage in New Orleans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,700 advisors.

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.

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.

Gloria Roque Gutierrez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and IberiaBank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.