Austin Roussel is a financial advisor with LPL Financial, holding a Series 65 credential and starting his advisory career in 2026. He has prior experience in the insurance industry, including roles at Higginbotham Insurance and Eagan Insurance Agency. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cristie Fraits is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been with Primerica Advisors since 2014 and has been associated with Primerica Financial Services since 2009. Her other business activities include part-time or full-time sales of investment-related products with affiliated companies and receiving compensation for referrals of home security, automation products, and other home-related services. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and delivers advisory services via model-based recommendations created and managed by third-party asset managers.

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 at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at VOYA Financial Advisors for seven years and has operated Burns, Vogel and Associates since 1983. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from in-house research and third-party subadvisors.

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.

Austin Aucoin is a financial advisor at Edward Jones with seven years of industry experience. He has held previous roles at Johnson Rice & Co. and Louisiana State University. Aucoin holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

William Blakeman is a financial advisor with Wells Fargo Clearing in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2005. Leblanc is involved in managing non-variable insurance products including life and long-term care insurance and coordinates client processes related to term insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources along with technologies such as machine learning.

Mark Schluter is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory work, he is also active as a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery 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 delegates trading responsibilities while employing a tiered wrap-fee structure.

Price Combes is a financial advisor with Ameriprise in Metairie, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Drago's Seafood Company, Glacier Highland Restaurant, Swam Mountain Outfitters, and LSU UREC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Logan Gonzalez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and previously worked at Kidder & Schultz CPAs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Cory Lobell is a Series 66 licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2026. He previously worked at Edward Jones for 14 years. Outside of his advisory role, Lobell is involved in several small businesses, including ownership and operational roles in hardware stores and rental properties in Louisiana and Colorado. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management, leveraging research and model portfolios from multiple sources.

Adam Williams is a financial advisor with LPL Financial, holding 20 years of industry experience. He has been with LPL Financial since 2008. Outside of advisory services, he operates an insurance agency offering home and auto insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Steven Ackman is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Ackman participates as a Vine Reviewer for Amazon, providing product reviews. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

James Ray is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise since 2016 and operates a tutoring business focused on high school and college students in subjects ranging from algebra and geometry to legal studies and philosophy. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

David Indest is a financial advisor with Edward Jones in Elmwood, LA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Kristi Tauzin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.