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 bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp since 2006. He also operates a DBA under the name M1USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.

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 in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Money Concepts Capital Corp, Kovack Advisors, American General Life Insurance, AIG Capital Services, and Jackson National Life Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Kevin Reugger is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Salomon Smith Barney Inc. alongside his ongoing roles at Jpmorgan Chase Bank, N.A. Outside of his advisory work, he is also involved in managing rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select team of Wealth Advisors.

Michael Pfeffer is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he manages Pfeffer Endeavors, LLC, which provides administrative and staffing support for his practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Holtzclaw is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Hancock Whitney Bank, and Dorsey & Company Inc. He joined Cetera in 2022 and is based in Kenner, LA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Austin Roberts is a financial advisor with Edward Jones in Luling, Louisiana. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he was involved with The 3C's Properties for three years and was a full-time student for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.

Ralph Leopold is a Certified Financial Planner® with 30 years of industry experience currently serving at Ameriprise. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he is involved in business ownership through entities that manage office space and equipment leasing. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized, non-discretionary recommendations delivered in partnership with financial advisors.

Michael Marse is a financial advisor with Mass Mutual Investors Services in Metairie, LA, holding 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 30 years at Metlife Securities Inc. Marse also operates as an independent insurance agent specializing in property and casualty insurance, including flood insurance through FEMA and related programs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized planning engagements supported by analytical tools and a range of investment and educational programs.

Maria Chang is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2018. In addition to her advisory role, she has been involved with Younique Products since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Christy is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services and HUB International Gulf South. 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. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Samuel Brand is a financial advisor with Edward Jones in New Orleans, LA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at VALIC Financial Advisors/Corebridge for six years and has experience in various delivery services and hospitality roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Tuan Minh Pham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its diversified investment approach.

Ricardo Thomas is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked for INVEST Financial Corporation for nine years. Outside of his advisory work, he manages a band and artists through TWA Entertainment and consults for Compassion and Choices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Greggory Harris is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 18 years of industry experience. Outside of his advisory role, he holds passive ownership and management positions in several privately held businesses, including property and business partnerships. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, consulting, and a broad range of portfolio management options.