Luke Hahn is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Depuy Synthes, Iqvia, Coating Services, Inc, and Metro Boating. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of over 23,000 financial advisors.

Colin Brunet is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation. He has one year of experience in the financial advisory field and previously worked for seven years at Paycom, along with prior roles in the fitness industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Troy Fields is a financial advisor with Primerica Advisors in New Orleans, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. In addition to his advisory role, he receives compensation for part-time referrals of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Cole Shannon is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and entrepreneurial ventures in the food service and cleaning industries. 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 uses firm-approved analytical tools to deliver written financial recommendations in collaborative annual planning engagements.

Amber Davis is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at DS Services of America, Inc. from 2013 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products including security-based swaps and futures commission merchant services.

Lane Fournier is a financial advisor with Primerica Advisors who holds 31 years of industry experience. His professional background includes roles at LH Marine Services Inc. and founding LH Fournier & Associates. He also has involvement in selling home security and automation products through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Andrew Fallo is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009, following nine years at Merrill. In addition to his advisory role, he is involved in consulting through his business ownership of ARF Management LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Sedrick Thomas is a Series 63 licensed financial advisor with Primerica Advisors in Metairie, LA, where he has worked since 1995. He has 39 years of industry experience, including prior work with Primerica Financial Services dating back to 1983. Thomas serves on the board of directors for Primerica's African American Leadership Council and is involved in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Anthony Ramos is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Ramos also has experience affiliated with the University of New Orleans and the University of Alabama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Carolyn Jacque is a financial advisor with Primerica Advisors, holding 32 years of industry experience. She has worked with PFS Investments Inc. since 2012 and has been involved with Enterprise Eleven LLC since 2008, alongside a tenure at Primerica Financial Services beginning in 1988. Outside of her advisory roles, she serves as Treasurer for the Ralph J. Burche, Jr. School Alumni Association and is a member of the Tree Board for District 1 of Kenner, Louisiana. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

William Hrapmann Jr. is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera since 2025. He has previously worked at LPL Financial and Cetera Advisor Networks and has operated his own firm, Invest + Wealth Advisors, Inc., since 1993. Outside of his advisory work, he is an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, managing over $256 billion in assets across more than 10,000 advisors.

Jessica Marasco is a financial advisor with Edward Jones in New Orleans, LA, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and has prior experience at Clipper Magazine and Renaissance Publishing/New Orleans Magazine. Marasco is also a part owner of Stained Glass Wine House, a wine bar in Gretna, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Jacob Timothy IV is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Hancock Whitney Bank and Cetera. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Homer Minshew III is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios, combining extensive resources with both discretionary and non-discretionary investment strategies.

Craig Accardo is a financial advisor with OSAIC in Metairie, LA, holding a Series 63 designation and bringing 28 years of industry experience. Prior to joining OSAIC in 2023, he spent 19 years at FSC Securities Corporation. In addition to advisory work, he is also involved in insurance sales. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services with a focus on utilizing asset-allocation tools and various investment platforms.

Debbie Hughes is a financial advisor with Edward Jones in Harahan, LA, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive advisor and branch network, affiliated investment capabilities, and a fiduciary standard in its advisory services.

Cole Gautreau is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021, following prior experience at Amramp and time as a full-time student. Outside of his advisory role, he has helped with hospitality events in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary investment products.

Belinda Batiste is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 11 years prior to joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Gregory Vogel is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at VOYA Financial Advisors. Vogel is also associated with Burns, Vogel and Associates, a business he has been involved with since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms supported by technology tools and a large network of advisors.

Bryan Bruno is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securian Financial Services and Minnesota Life, and he is currently involved with BBMC, LLC and Compass Capital Management. Outside of his advisory work, he serves as President of the St. Philip Neri Men's Club and is a board member of the Over the Mountain Athletic Club. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with both discretionary and non-discretionary program options.