Robert Stern is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2005. In addition to advisory services, he offers property and casualty insurance through Stern & Associates, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Walter Teckemeyer is a financial advisor at Primerica Advisors with 32 years of industry experience. He has been with Primerica Advisors since 1993 and also has a long tenure with Primerica Financial Services beginning in 1990. Additionally, he has served with the U.S. Army Corps of Engineers since 1983. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed separate accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Michael Thiery is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, and previously held positions at LPL Financial and Gulf Coast Bank and Trust from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Benjamin Haase is a financial advisor with LPL Financial in Metairie, LA, holding a Series 66 credential and two years of industry experience. He previously worked at Raymond James Financial and Edward Jones. Outside of advising, he has held administrative roles at Impera Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management across various investment strategies.

Megan O Brien is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was affiliated with the New Orleans Saints and engaged in various roles including work at Loyola University New Orleans and American All Star. She also has experience in photography through Romaguera Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Kevin Naquin Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan in various capacities since 2011. 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 operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Leonard Labiche Jr. is a financial advisor with LPL Financial in New Orleans, LA, holding a Series 66 credential and bringing 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with multiple business entities related to wealth management and private wealth services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

James Haas IV is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with PFS Investments Inc. since 2022 and was previously with SWERVE LLC. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Paul Schneider is a Series 63 licensed advisor with Primerica Advisors in Metairie, LA, where he has worked since 1994. He has 31 years of industry experience and previously worked with Primerica Financial Services starting in 1993. Outside of advisory work, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Andre Leblanc is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. He previously worked at Iron Horse Financial for one year and has an academic background from Louisiana State University and Catholic High School. 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 written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lawrence Jouet Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he owns a tax and accounting firm, Tax Help NOLA LLC. Outside of his advisory work, Jouet is president of a photography studio and serves as treasurer for the St. Rita Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Brandon Roth is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Texas Capital Bank and TCBI Securities, along with earlier experience at Louisiana State University and St. Martins Episcopal School. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored advisory services using analytical tools and risk profiling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.