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 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Cambridge Investment Research entities since 2016. Outside of his advisory role, he owns and operates Hirling Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of implementation options across multiple platforms and maintains both proprietary and third-party model strategies tailored to client objectives.

Dodi Vicknair is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010, previously spending one year with Capital One Financial Advisors LLC. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Danielle Stubbs is a Series 66 licensed financial advisor with LPL Financial, based in New Orleans, LA, and has one year of industry experience. Her previous work includes roles at The Hackett Robinson Tobe Group and various educational and service positions. Outside of advising, she has been involved with Café 615 Home of Da Wabbit for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 based in Metairie, LA, holding Series 63 and Series 65 designations and over 31 years of industry experience. She has worked at LPL Financial since 2013 and previously held positions at FBT Advisors, Hancock Whitney Investment Services, and Cetera Investment Services. Outside of her advisory work, Sequeira serves as board secretary and bookkeeper for the South Tangi Youth Soccer Association and is a corporate officer and part owner of Elite Engineering, Inc. 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 broad range of advisory and brokerage services through a large network of advisors and combines these with extensive non-advisory financial services and technology tools.

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.

Robert Stern is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, Stern is involved in offering property and casualty insurance through Stern & Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by research, third-party asset management, and institutional platforms.

Craig Cheramie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include nearly three decades at Avantax Advisory Services and related entities. He serves on the board of the Louisiana Public Facilities Authority and participates in the St. Francis Xavier Church Finance Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing both proprietary and third-party model strategies across various platform arrangements.

Michael Wimmer II is a CFP® with five years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has held prior roles at OneAmerica Securities, American United Life, and Lovell Government Services. Before entering the financial sector, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is the owner of Financial Warrior LLC. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a variety of asset management programs and educational seminars.

Kenneth Aucoin Jr. is a CFP® with 25 years of experience in the financial services industry, serving at Edward Jones since 2001. He is based in Harahan, LA. Outside of his advisory role, he is involved with Paper Doll Promotions in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Bryan Gross is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Alfonso is a financial advisor with Ameriprise in Metairie, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has been with Ameriprise and its predecessor entities since 2005. In addition to his advisory role, he co-owns Alfonso and Associates LLC, a business that manages his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Chad Nugent is a CFP® professional with 21 years of experience in the financial industry. He is currently with Ameriprise and Bonvenu Investment Services, having previously spent 17 years at LPL Financial. Nugent serves on the Jefferson Parish School Board and holds positions on the NOEL and JFT Health and Welfare Boards. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendations, delivered through a centralized consulting team in partnership with client advisors.

Randy Brunet is a financial advisor with Cetera who holds the PFS™ and Series 63 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and also owns Brunet Wealth Management, a financial services firm he has operated since 2015. Additionally, he owns a CPA practice providing tax preparation and accounting services since 1984. 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 independent advisors. The firm offers various portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with a broad range of investment program options.

Roland Doubleday is a Certified Financial Planner® at Cambridge Investment Research Advisors with 30 years of industry experience. He has been with Cambridge Investment Research since 2007. Doubleday serves as Vice President on the board of Assisted Outpatient Treatment of New Orleans, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients, including individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.