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 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the late 1990s. Outside of his advisory roles, Vandergriff has operated a plastering business since 1975 and works as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and oversees approximately $15.5 billion in assets under management across nearly 3,700 advisors.

Charles Hirling Jr. is a financial advisor with Cambridge Investment Research Advisors in Metairie, LA, and holds a Series 63 designation. He has 27 years of industry experience, including roles as a CPA tax consultant and managing member of Hirling Financial Group, LLC. Hirling has also served as an executor for multiple estates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using various portfolio management strategies and platforms.

Stephen Kernion is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016, with prior experience at Stratos Wealth Partners and LPL Financial. Outside of his advisory role, Kernion is involved in fitness instruction and coaching, and he owns and coaches at Riptide Masters Swimming LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Michael Sackett is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp since 2006. He also operates a DBA business named M1USA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a large network of investment adviser representatives.

Percy Brouillette is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. 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.

Brian Allred is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include positions at Money Concepts Capital Corp, Kovack Advisors, Inc., and Jackson National Life Distributors. 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, supported by advanced research and operational tools.

Derrek Gaspard is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Capital One Investment Services. His other business activities include client relations and office management with Bezou Financial Planning Group in New Orleans. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios using a variety of investment vehicles.

Wayne Marshall is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.

Kyle Bergeron is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Braid Logistics/DHL Global Forwarding, TCI Packaging, Inc., North American Onsite, and BLG Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.