Wilfred Cortez Jr. is a financial advisor at SPC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with SPC since 2002, alongside prior roles at Parkland Securities and his own firm, Will Cortez. Outside of advisory work, he is involved with Will Cortez Insurance Agency, Inc., which sells life, health, cancer, and Medicare supplement insurance products. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and both discretionary and nondiscretionary management options.

Todd Melerine is a CFP® with 26 years of experience in financial services. He is affiliated with CWM, LLC and has worked at firms including LPL Financial and Cetera Wealth Services. He also owns a tax and accounting business where he provides tax planning and CPA services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of retirement-plan and advisory services.

Stephanie Lawson is a financial advisor with Sanctuary Advisors, LLC in Slidell, LA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Merrill from 2006 to 2020 and has been with Sanctuary Securities, Inc. since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a range of investment strategies and analytical approaches, offering both discretionary and non-discretionary account management through multiple platforms.

Chad Dusang is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Ameriprise Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by various portfolio management styles, affiliated research, and specialized municipal advisory services.

Matthew Gardner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Indest is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill and spent eighteen years at Eustis Engineering L.L.C. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

Benjamin Detiveaux is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research since 2019. Outside of advising, he is involved in copywriting and marketing as well as performing arts as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals using both proprietary and third-party model strategies.

Andrew Vella is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has eight years of industry experience, with prior roles at LPL Financial, Merrill Lynch, and Wells Fargo. Outside of his advisory work, he operates Andy Vella LLC, a business entity established for tax and investment purposes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach supported by centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Sandra Camus is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes longstanding roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning from 1994 to 2024, alongside ongoing involvement with Tracey Ahlborn since 2020. She is also engaged in several non-variable insurance ventures related to group benefits and health insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Dawn Pope is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she performs as a background vocalist during worship services several Sundays each month. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without portfolio management. The firm emphasizes holistic, goal-based analyses and provides clients with separate planning and managed-account options under a consolidated billing program called WealthPlan.

John Meyer is a financial advisor with Raymond James & Associates in Slidell, LA, holding a Series 63 designation and over 31 years of industry experience. His career includes prior roles at Merrill and Bank of America. Outside of his advisory work, he owns and oversees a 66-acre avocado farm and a timber farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting through various programs and emphasizes tailored, non-discretionary advisory relationships supported by research and multiple portfolio management styles.

David Smith is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fsc Securities Corp, Investment Professionals, Inc., and Edward Jones. Outside of advising, he is also an insurance agent and owner of Deep South Investment Services LLC, a company involved in payroll, taxes, and licensing. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with tools like asset-allocation models and automated rebalancing, managing portfolios that include various asset types across discretionary and non-discretionary accounts.

David Rochon is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, NA since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Louis Nogues is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved with the Nogues Family Testamentary Trust. 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.

Robert Laville is a financial advisor with LPL Financial in Mandeville, Louisiana, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has worked at LPL Financial and Home Bank since 2015. Outside of his advisory role, he is involved in construction and mortgage services through Laville Construction LLC and holds membership interests in several real estate rental entities. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Necaise is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Noah Bordelon is a Series 66-licensed financial advisor with Edward Jones in Mandeville, LA. He joined Edward Jones in 2026 and has prior work experience at Crescent City Physicians Inc. and several other businesses, including Bees Outdoor Maintenance LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Petersen Jr. is a financial advisor with Edward Jones in Covington, LA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 1999. 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, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Nicholas Baudean is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in various roles including at Golf Cart World and Paretti Mazda of Covington. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Rich is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked at Guardian Life from 2008 to 2012. Rich is also involved in the sale of life, health, disability, and long-term care insurance to retail clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and other institutions.