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 prior work includes roles at Hancock Whitney Bank and Cetera before joining LPL Financial. He currently offers investment products and services under the trade name First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model and wrap programs, and retirement plan consulting, supported by proprietary and third-party research.

Homer Minshew III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of representatives offering various advisory programs and financial planning services.

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 with LPL Financial who holds a Series 66 designation and has 12 years of industry experience. He has worked with LPL Financial since 2021 and was previously with VOYA Financial Advisors from 2014 to 2021. Vogel has also been involved with Burns, Vogel and Associates since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

Nicolas Morcos is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and two years of industry experience. He has worked at Cetera and its affiliated entities since 2024 and has eight years of experience at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across multiple program structures.

Virginia Cruanes is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 14 years of industry experience and has also been affiliated with Jpmorgan Chase Bank, N.A. since 2007. 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 capabilities with brokerage, distribution, and investment management services.

Charla Bouchie is a CFP® with 33 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Belle Chasse, LA office. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver detailed recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Austin Schulz is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and is concurrently employed in administrative roles at Charles Genois & Co. and Impera Wealth Management LLC, both located in Metairie, LA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized services such as municipal advising and SIMPLE IRA plan consulting.

Jose Aleman Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Charles Schwab. His background also includes roles outside the financial industry, such as positions at New Orleans Country Club and Resorts Casino Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm provides discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jeremy Callegan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at Avantax Investment Services and John Hancock prior to joining Cetera in 2025. Callegan serves as President of the Shaw Alumni Association, a volunteer role focused on coordinating events and supporting alumni activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services delivered via a multi-manager platform that includes affiliated and third-party model portfolios as well as customized investment strategies.

Brent Lyons is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Forrest Smith is a financial advisor with Raymond James Financial in Metairie, LA, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has been associated with Raymond James Financial Services and its related entities since 2014. Outside of his advisory work, he has involvement with Eagle Janitorial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses tailored non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ann Ewin is a CFP®-designated financial advisor with LPL Financial, based in Metairie, LA, and has 42 years of industry experience. She has been associated with Linsco Private Ledger Corp. since 2006. Outside of her advisory work, she is involved with a personal business entity, Ann A. Ewin, LLC, and spends part of her time in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment strategies.

Jeannine Granier is a financial advisor at Ameriprise with 32 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2006. Outside of her advisory role, she is involved as a member and manager in administrative and operational support businesses unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supporting clients through a combination of advisory, brokerage, and insurance solutions.

Derick Houston Jr. is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and K D Nola LLC. He also serves as an adjunct instructor at Tulane University, teaching online courses outside of his advisory work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research and analytics into its investment approach and offers both brokerage and advisory solutions.