Mason Couvillon is a financial advisor with LPL Financial in Metairie, LA, holding the Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he serves as a board member of the Hartwig Moss Insurance Agency. 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 and services, including discretionary and non-discretionary management, with access to model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Michael Flynn is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling to support their financial planning process.

Spencer Harris Jr. is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Ameriprise and its affiliated firm since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to generate personalized retirement income recommendations.

Charles Giardina is a financial advisor with Mass Mutual Investors Services and holds 33 years of industry experience. He has worked at MML Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1989. Giardina also operates as an independent insurance agent, providing disability, life, accident, health, property, and casualty insurance. Mass Mutual 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 offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Daniel Hudson is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in managing real estate through several family-owned enterprises. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides its planning services primarily in an advisory capacity.

Jonathan Vega is a financial advisor with Primerica Advisors in Houma, Louisiana, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Primerica Financial Services and various positions in the maritime and outdoor sectors. He also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and utilizes BNY Mellon Advisors for portfolio implementation.

Jordan Montgomery is a financial advisor with Charles Schwab in Metairie, LA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and State Farm. Montgomery has also held positions with multiple automotive dealerships earlier in his career. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operations.

James Roddy Jr. is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a sole owner and landlord of rental properties in New Orleans and Metairie. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm employs structured planning tools and investment estimates to model outcomes, managing approximately $2.74 trillion in client assets.

Evan Hatrel is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 credential and has prior work experience including roles at Kaplan College and as a licensed charter fishing captain for FishCommander Charters. Hatrel continues to maintain his captain's license while focusing on his advisory role. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory and investment solutions supported by a nationwide network of advisors and branch offices.

Emile Louapre is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Louapre serves on the advisory board of Flipped Car Marketing and is a board member of Notel Motel, where he also participates in musical entertainment as a drummer and singer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and modeling techniques.

Donald Espenan is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, having previously been with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its planning process.

James Brown III is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at J.P. Morgan and Wells Fargo entities since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Laurie Buckland is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, Buckland serves on the Board of Directors for First Christian Church of Greater New Orleans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Joshua Lichtman is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera in New Orleans, LA. His prior experience includes roles at Hancock Whitney Bank and self-employment. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of more than 10,000 independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Colby Brunet is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he held roles at Coverall North America and Southern Glazers Wine & Spirits. He serves on the Finance Committee Board at Archbishop Rummel High School in Metairie, LA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Harrison Leblanc is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Greenbrier Golf and Country Club and has experience in education with the University of Kentucky and Jesuit High School. He is also involved in an e-commerce business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Rachelle Chrystal is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved with The Wild Irish Roses, a local social club. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Guzzardo is a financial advisor with Wells Fargo Clearing in Metairie, LA, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Mark Bannick is a financial advisor at OSAIC Wealth Inc with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors, LLC. Bannick also served in a role with Ramsey County Elections for ten years. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios across various asset classes.

Kevin Kuhn is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. based in New Orleans, LA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning without individual security recommendations as part of its standalone programs.