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 at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera, Hancock Whitney Bank, and Capital One. Smith operates in Metairie, LA, and is also involved with First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Arunthavarani Thiyagarajah is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and concurrently owns Art Business Services, LLC, a tax preparation business. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial services through Pershing.

Dylan Favre is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include working at Gregory Ricks & Associates and involvement with the American Medical Student Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

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.

Dana Boudreaux is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2020, Dana held roles at the University of New Orleans Department of Health & Safety and worked at PetSmart, among other positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Robert Hymel Jr. is a financial advisor at Edward Jones in Laplace, Louisiana, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hymel serves as President of the Belle Terre Lakes Homeowners Association, is a member of the Riverside Academy School Board Reserve, and has a minor ownership interest in Hymel's Florist LLC, where he helps with organizing and deliveries on select occasions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Stafford Viator is a financial advisor with Wells Fargo Advisors in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, Viator serves as Treasurer on the board of Volunteers of America in New Orleans, where he leads a committee reviewing the organization's finances. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations, delivered through both meetings and written summaries.

Julie Chastant Poche is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at InVentiv Health from 2015 to 2017. Outside of her advisory role, she coaches 5th to 7th grade girls basketball at Kehoe-France School in Metairie, LA. 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 over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Raymond Gandolfi is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corporation, Inc. for 19 years. Gandolfi is also a statutory agent involved with fixed annuities and life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management.

Nolan Schexnayder is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 39 years of industry experience. He has a long history of working at firms including Avantax Advisory Services and Schexnayder Financial, where he has been active since 2004. Outside of his advisory work, he serves as board member and treasurer of the River Road Historical Society and is involved with the Carrollton Carnival Club in New Orleans. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with discretionary and non-discretionary accounts across multiple program structures.

Jeffry Cummings is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo-related firms since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brett Perry is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Whole Foods Market and had roles at RentCheck and IDScan.net, among other positions. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jerron Green is a CFP® professional with 30 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2018 and previously worked at Merrill for 22 years. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Christopher Breaux is a financial advisor with Edward Jones in Marrero, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as President of the West Jefferson Medical Center Foundation board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

John Fisher is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he manages a rental property in Keller, Texas. Charles Schwab serves 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 discretionary separately managed accounts and employs a multi-asset investment approach supported by in-house research and alternative investment offerings.

Tevis Vandergriff is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 25 years of industry experience. He has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1998. Outside of finance, he has operated Vandergriff Plastering since 1975 and works as an Uber driver. 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 under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of the investment models offered.