Caroline Casey is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Hancock Whitney and has a background that includes four years at the University of Alabama and fifteen years at the Academy of the Sacred Heart. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Villegas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., JPMorgan Securities LLC, and Wells Fargo & Co. since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Mccauley is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Baystone Partners for eight years. Before entering the financial sector, he spent five years as a stand-up and comedy writer. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Mukund Hanumante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at Metropolitan Life Insurance Company and MetLife Securities since 1983, and has been with Mass Mutual Investors Services since 2017. Outside of his advisory work, Hanumante is an author and speaker of spiritual books, a role he has held since 1999. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven planning tools and provides event-driven planning programs alongside its ongoing advisory services.

Claudette Tull is a financial advisor with Primerica Advisors in Gretna, LA, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Primerica Advisors since 2001 and Primerica Financial Services since 1996. Outside of advisory work, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Katherine Hattier is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations primarily for clients approaching or in retirement. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brad Fortier is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP® designation and Series 63 license. He has 28 years of industry experience and has been with LPL Financial since 2005. Outside of his advisory role, he is an author of a book titled "Dear Kate" and is involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party sources.

Frederick Bates is a CFP® professional with six years of experience in the financial services industry. He is currently affiliated with Cetera and also holds ownership roles in Compass Capital Management and CC Brokerage, which focus on financial services and fixed insurance sales. Additionally, he owns OptiFormance LLC, a sport coaching and refereeing business that is currently inactive. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with access to various portfolio management options and third-party money managers, supporting both discretionary and non-discretionary account structures.

Alexander Traina is a financial advisor at Morgan Stanley in New Orleans, LA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience in the metals industry with firms including Phoenix Metals Company and Kloeckner Metals Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved analytical tools.

William Crosby is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley and has previously worked at Regions Bank, Cetera Investment Services, and Hancock Whitney Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Craig Matherne Sr. is a financial advisor with LPL Financial, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones and spent over a decade with Premier Charters of Grand Isle. He also operates a YouTube channel related to investments. 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 programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Jennifer Slimmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She was with Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Francis is a financial advisor with Edward Jones in Metairie, LA, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. She has been with Edward Jones since 2019. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Siya Chelapurath is a financial advisor at J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation. Siya has one year of industry experience, with prior roles at JPMorgan Chase Bank and experience working at Tulane University and Inscopix Inc. 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’s services are delivered on a non-discretionary basis with a focus on approved funds and strategies.

Andrew Herpich is a financial advisor with Mass Mutual Investors Services in Metairie, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, he worked at MassMutual Life Insurance Company, Lyft, and Martin International. Outside of his advisory work, he is the lead singer for a live music group called The Red Hot Gentilly Peppers. 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’s planning process involves collaborative, annual engagements using advanced software tools and offers a range of event-driven planning programs.

Jeremy Papania is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Northwestern Mutual Investment Services LLC and MassMutual. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to various program structures, third-party managers, and investment strategies.

Michael Graham II is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also owns Premier Veterinary Consultants, LLC, a veterinary medicine practice. Graham’s experience includes roles at Cetera Wealth Services and involvement with North Star Consultants Inc., where he provides financial services including life insurance, securities, and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party strategies.

Rachael Schorr is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and Corporate Financial Planning agreements with employers.

Michael Glazer is a CFP® with 12 years of industry experience, currently advising at Cetera. His work history includes roles at Axa Advisors, Hancock/Whitney Bank, and various Cetera entities. Besides his advisory work, he holds a 15% ownership in a real estate company and is involved in the sale of premium finance life insurance. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts. The firm offers a diverse range of investment and retirement services through a large network of advisors, utilizing multiple program structures and third-party managers.

Michael Martin is a financial advisor with LPL Financial and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Dorsey & Company and Prospera Financial Services Inc. He also provides investment advisory services through Hibernia Wealth Partners LLC, an independent registered investment advisor. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.