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, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Hancock Whitney Bank, JPMorgan Securities LLC, and Dorsey & Company Inc. He has also worked outside finance, including a role at Uber. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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 six years of industry experience. His prior roles include positions at Raymond James Financial Services and HUB International Gulf South. 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 provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives utilizing various discretionary and non-discretionary strategies.

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 licenses and bringing 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation and Transamerica Financial Advisors. Outside of his advisory role, he manages a band and artists through TWA Entertainment and consults for Compassion and Choices. 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, utilizing various investment strategies and operational tools to support its network of over 22,000 advisors.

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.

Austin Roussel is a financial advisor with LPL Financial, holding a Series 65 designation. He has been with LPL Financial since 2026 and has prior experience with Higginbotham Insurance and Eagan Insurance Agency. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while providing advice through a large network of investment adviser representatives.

Cristie Fraits is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2014 and with Primerica Financial Services since 2009. In addition to advisory work, she is involved in the sale of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-driven investment strategies supported by third-party asset managers and custodians.

Jeffrey Messina is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Anthony Hagstette Jr. is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 35 years of industry experience. He has been with Primerica Advisors since 1990 and is also involved in his family's remodeling and construction business. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Val Vogel Jr. is a financial advisor with LPL Financial holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 42 years of industry experience. He has worked at LPL Financial since 2021 and previously spent seven years with VOYA Financial Advisors. Vogel has operated Burns, Vogel and Associates since 1983. 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 provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregory Sabala is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase, Bank of America, Merrill, and other financial firms. Outside of his advisory role, he has engaged in seasonal labor at the Iowa State Fair. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services utilizing Wells Fargo's research and tools, with tailored recommendations delivered through meetings and client summary letters.

Frank Briseno IV is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and Nettworth Financial Group. Outside of his advisory work, he owns a sole proprietorship related to a Disney Vacation Club contract primarily used for his family. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across multiple investment types.

Alex Perdomo is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked at Siemens Industry and Bernhard MCC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.