Chris Fath is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has held roles at JPMorgan Securities LLC since 2006 and JPMorgan Chase Bank NA since 2017. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending strategies.

Nicole Meunier is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2009, working first with Wells Fargo Advisors LLC and then Wells Fargo Clearing. Outside of her advisory role, she owns and operates Nina Belle, LLC, a separate business based in New Orleans. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Philip Navarro is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and its investment services affiliate since 2022 and has held roles at Hancock Whitney Bank since 2015, including private banking functions such as loans and deposits. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by over 10,000 advisors and assets exceeding $256 billion.

Manolo Baca is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Advisor Resource Council, Faubourg Private Wealth, LPL Financial, and academic work at Tulane University’s Chemistry Department. He is based in New Orleans, LA. 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 applying an ESG eligibility framework in its investment recommendations.

Darren Olivio is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 credential and has worked at several firms, including Chase Investment Services Corp. and Raymond James Financial Services. Olivio is also involved in a non-investment-related support company, Financial Consulting Group Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client decision-making.

Jesse Duhon is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with firms including Sundial Wealth Alliance LLC and Avantax, and has managed Schexnayder Wealth Advisors since 2014. Duhon also serves as a board member of the nonprofit Hands On NOLA, where he helps create and manage local service projects. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. 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 and various program structures.

Thomas Poindexter Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a notary public in Louisiana and is a co-executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, using an IPS-driven approach grounded in modern portfolio theory.

Victoria Stipelcovich is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She worked at Gulf Coast Bank and Trust for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Mason Couvillon is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2014, following four years at Next Financial Group. Outside of his advisory role, he serves as a board member of the Hartwig Moss Insurance Agency. 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 through its extensive network of investment adviser representatives.

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 in Metairie, LA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Kaplan College and managed a charter fishing company, FishCommander Charters, where he is a licensed fishing captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

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 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2012. 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 applying an ESG eligibility framework in its recommendations. The firm operates within a larger financial organization and offers a range of investment products and strategies through this integrated structure.