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 the Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in non-variable insurance activities, including life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

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.

Cory Lobell is a Series 66-licensed financial advisor with LPL Financial, based in New Orleans, LA, and has 13 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial in 2026. Outside of his advisory role, he is involved in operating hardware stores and owns several rental and condominium properties in Louisiana and Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting its advisors with research models and technology while overseeing more than $819 billion in discretionary assets.

Adam Williams is a financial advisor at LPL Financial with 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he operates an insurance agency offering home and auto insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

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.

Chad Hrapmann is a CFP® professional with six years of industry experience, currently affiliated with Cetera. He has worked previously at LPL Financial and Harcon Inc. Hrapmann is also engaged as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Jarod Hopper is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Southeastern Louisiana University. Outside of his advisory role, he owns and manages Hopper Holdings LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Michael Diaz is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation and having entered the industry in 2026. He previously worked at Human Interest, Interstate Electronic Systems, Numotion, and Paychex Inc. 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 solutions, supported by a nationwide network of approximately 23,700 financial advisors.

Carman Bruno is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securian Financial Services, Inc., Minnesota Life Insurance Company, and Compass Capital Management. He serves as a board member of the Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and ongoing client supervision.

Jean Cohen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Warren Wyble is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Oscar Hernandez is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Gaynell Paradelas is a Series 66-licensed financial advisor with Edward Jones, based in Marrero, LA. She has 15 years of experience at Edward Jones, working there since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Greif is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and Equitable Financial Life Insurance. Outside of finance, he has been involved with several ventures including Odyssey Medical Technologies LLC and Elizabeth Heiskell Catering. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.