Peyton Theriot is a Series 66-credentialed financial advisor with Edward Jones in Metairie, LA, having nine years of industry experience. He has been with Edward Jones since 2016. Theriot serves as secretary on the Archbishop Rummel Alumni Board and as treasurer for the Jefferson Children's Advocacy Center. 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 programs and investment options supported by a nationwide network of financial advisors and branch offices.

Richard Reiser Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory work, he owns and operates an accounting and tax preparation business under his CPA practice, which he has managed since 1985. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Ricky Hu is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade before joining Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized operational infrastructure with multi-asset model portfolios and due diligence on alternative investments.