Anna Brouillette is a financial advisor at Edward Jones in Metairie, LA, holding the Series 66 designation with one year of industry experience. Her prior work includes roles at Grace Yoga on Highland and the Louisiana State University Library. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions through a large national network of financial advisors.

Tyler Spence is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Raymond James for four years, Wells Fargo Advisors for five years, and Edward Jones for one year. Outside of his advisory role, he is also a fitness instructor at CLUB4 Fitness. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Keator is a financial advisor with Raymond James Financial in Metairie, Louisiana, holding a Series 66 designation and 17 years of industry experience. He has been associated with Raymond James Financial and its related entities since 2011 and has worked with Financial Consulting Group, Inc. since 2014 in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports both advisory programs and institutional portfolio management.

Donnas Landry is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, Landry worked at NEXT Financial Group for seven years and held roles at Cetera and Regions Bank. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives, offering financial planning, advisory programs, and retirement consulting. The firm provides discretionary and non-discretionary management using model portfolios and research from various sources, alongside additional services such as overlay portfolio management and direct indexing.

James Goudeau is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Rentokil North America, Terminix, and CBRE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Dugas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2023. In addition to his advisory role, he owns and operates RJ Dugas CPA, providing bookkeeping and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by a large network of advisors and a diverse range of investment solutions.

David Briley is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. His prior work includes 13 years at Avantax Investment Services and related entities, and he has operated his own accounting and tax preparation services since 1984. Briley is also involved with Charles P Dennis Jr., CPA, providing tax and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various program structures and investment strategies.

Andrea Toro is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked for LaPorte CPAs and Business Advisors for eight years and was involved with French 75 Events LLC from 2019 to 2021. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Alfonso is a financial advisor with Ameriprise in Metairie, LA, holding a Series 66 credential and three years of industry experience. He has worked at Ameriprise since 2021 and previously was involved with MR Pittman LLC and JL's Place. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Gregory De Santo is an advisor at Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has been with MassMutual and its subsidiary since 2026. Prior to entering the financial industry, he worked in various roles including at Rock's Tire and Auto and the New Orleans Police Department. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to develop written recommendations tailored to clients’ goals.

Tyler Hatrel is a financial advisor at Edward Jones in Metairie, LA, holding CFP® and Series 66 credentials with nine years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Hirling is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and totaling 16 years of industry experience. He has been affiliated with Cambridge Investment Research since 2016 and is also the owner of Hirling Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Dodi Vicknair is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has been with LPL Financial since 2010. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches alongside proprietary and third-party research.

Danielle Stubbs is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked previously at The Hackett Robinson Tobe Group and in various roles including at the University of New Orleans and LSU Health. Outside of advising, she has experience managing operations at Cafe 615 Home of Da Wabbit. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Madeline Cheramie is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has two years of industry experience, including prior work at BDO USA, P.C. She is also involved with Cheramie Financial Services, a separate financial-related business. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers multiple investment implementation platforms and proprietary model strategies alongside access to unaffiliated strategists.

Anita Brown is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm manages third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Shweta Verma is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC 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 in its investment approach.

Rebecca Sequeira is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she serves as board secretary and bookkeeper for the South Tangi Youth Soccer Association and is a corporate officer and 10% owner of Elite Engineering, Inc. 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 offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by internal and third-party research and various portfolio management options.

Edward Landry is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advisory services, he is also involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ellen Morvant is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Morvant is also the owner of E Morvant Holdings LLC, a business entity related to her advisory activities and partnership interests. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.