Gray Goudeau is a financial advisor with Ameriprise Financial Services, holding the CFP®, ChFC®, and Series 63 designations and bringing 35 years of industry experience. He has been with Ameriprise since 2005 and owns Riversend Planning Group LLC, a business unrelated to investment activities. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that utilizes research, modeling, and tax-efficiency analysis to provide tailored recommendation reports, primarily for clients with significant investable assets under management at the firm.

Jorge Serrano is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities 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 integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Dennis Watzke is a financial advisor with LPL Financial, holding a Series 66 designation and having 17 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he operates a business under the name Watzke Financial in New Orleans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Kent Wise is a financial advisor with Cambridge Investment Research Advisors in Metairie, LA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc and has operated Wise Financial Services, LLC since 1993. Outside of his advisory role, he is involved in accounting services and legal software through his connections with Piltz, Williams, LaRosa & Company and Estate Guru. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing various custody and platform arrangements with both proprietary and unaffiliated investment strategies.

Todd Glazer is a financial advisor with MassMutual Investors Services in Metairie, LA, holding a Series 66 designation and five years of industry experience. He has worked with MassMutual since 2020 and has been the owner of Todd Glazer Insurance Brokers since 2012. Outside of his advisory role, he owns a life insurance business operating from his residential address. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without investment discretion.

Chelon Abrahms is a financial advisor with Edward Jones in New Orleans, LA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, Abrahms worked at ISI Professional Services for nine years and has been involved with Mazier Realty since 2012. Outside of advising, Abrahms is a member of Nola Vacay, LLC, a short-term rental business in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Xavier Angel is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at New Century Financial Group, MML Investors Services LLC, and MassMutual. Outside of his advisory role, he serves as president of the McKendall Estates Homeowners Association and is a commissioner for the Audubon Commission, overseeing operations for several local nature and wildlife institutions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Callender Herman is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in a rental property business jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Ferdinand Mannino is a financial advisor at Morgan Stanley in New Orleans, LA, holding a Series 66 designation with experience starting in 2023. His prior roles include positions at Morgan Stanley Private Bank and work at the University of Colorado at Boulder. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and a broad range of investment and financial products.

Kelly Lebato is a financial advisor with UBS Financial Services in New Orleans, LA. She holds a Series 66 designation and has eight years of industry experience, including prior work at IberiaBank. Lebato has been with UBS since 2017, working within both UBS Bank USA and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Claytor Brooks is a CFP® professional with three years of experience in the financial services industry. He currently works at Wells Fargo Advisors and has prior experience with Cetera, Hancock Whitney Bank, Regions Bank, Morgan Stanley, and Whitney Bank. Brooks has also served as an institutional trust department relationship manager at Hancock Whitney Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, along with niche services such as business-owner transition and special-needs analysis.

Stephen Pate is a financial advisor at Morgan Stanley in New Orleans, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2023, he spent ten years working at Raising Cane's Restaurants, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Paul Bourgeois is a financial advisor with Edward Jones in Harahan, LA, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is a partner in PB & J Properties, LLC, where he manages rental properties and oversees related operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

James Ankiewicz is a financial advisor at Mass Mutual Investors Services with the Series 66 credential. He joined the firm in 2025 and has prior experience working at the Federal Deposit Insurance Corporation. Outside of his advisory role, he has worked as a delivery driver for Door Dash since 2022. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and recently introduced a standalone Divorce Planning service.

Patsy Ricau is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 27 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, Ricau is involved with Community Of Our Fathers Love and First Assist Services, LLC. 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 account options. The firm curates third-party asset managers and maintains oversight of its investment models, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Jeffrey Goldfarb is a CFP® with 38 years of experience, currently serving at Raymond James Financial in New Orleans, LA. He has held roles at Raymond James Financial Services since 2009 and operates Goldfarb Financial, a support company for his practice. From 2018 to 2024, he was involved with Follow the Hummingbird consulting PBC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by firm research and a broad affiliate network.

Payton Poche is a financial advisor with Mass Mutual Investors Services in New Orleans, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Louisiana Sugar Refining and William Clark, CPA. Outside of finance, he serves as a sports umpire. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, goal-focused planning using advanced analytical tools and serves a broad range of clients including high-net-worth individuals.

Ross Morel is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the pharmacy sector, including at Ochsner Specialty Pharmacy and NOLA Discount Pharmacy. Outside of his advisory role, he is involved with Reservation Beach LLC, managing guest check-ins and bookings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large national presence and offers affiliated capabilities beyond advisory services, such as a trust company and securities-based lending.

Joseph Nieto is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of financial advisors and branch offices, as well as its affiliated services including mutual funds and a trust company.

Robert Incaprera is a CFP®-credentialed financial advisor with Ameriprise in Metairie, LA, bringing 43 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to generate these recommendations while providing a broad range of advisory, brokerage, and insurance solutions.