Matthew Briscoe is a financial advisor with Primerica Advisors, holding 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Prior to this, he worked at Walmart Distribution Center from 2014 to 2020. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Alicia Guidry is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent since 2023 and previously spent ten years with Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as a Notary Public for the State of Louisiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers these services primarily through a network of financial advisors and maintains a distinct approach by not managing institutional portfolios or selecting other advisers for institutional mandates.

Denise Niland is a financial advisor with Merrill in Lafayette, Louisiana, holding a Series 66 credential and 31 years of industry experience. She has been with Merrill since 1993 and concurrently associated with Bank of America since 2015. Her outside roles include serving as power of attorney for family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.