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 21 years of experience in the financial industry. She has been with Ameriprise since 2006, including her current role at Ameriprise in Covington, LA since 2020. She holds the Series 66 designation. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with advisory, brokerage, and insurance solutions.

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 11 years of industry experience, currently affiliated with Cetera since 2022. He previously worked at Hancock/Whitney Bank and Axa Advisors. Outside of his advisory role, he has an ownership interest in a realty business and is involved in the sale of premium finance life insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money 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.

Jody Lafont is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. She is a partner and owner of Seven Oaks Development, LLC, involved in mineral lease ownership, and a partial owner of a leisure boat through Happy Jack LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options including affiliated and third-party managers.

Susan Battistella is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1988. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Joseph Barreca Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at First Horizon Advisors, Infinex Investments, Iberia Financial Services, Iberia Bank, and Proequities, Inc. He is also a one-third owner of Triple J Sports, a recreational vehicle and boat business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings such as insurance-related vehicles and bank deposit sweep options.

Charley Moran is a financial advisor with Primerica Advisors, holding a Series 63 designation and 35 years of industry experience. He has worked at Primerica Financial Services since 1991 and with Primerica Advisors since 1989. In addition to advisory services, Moran is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

John Brignac is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Brignac serves as a board member for the Lafreniere Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. It offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.