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.

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 with one year of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Private Bank, N.A. and the University of Colorado at Boulder. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and models.

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 with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2023, he spent ten years with Raising Cane's Restaurants, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and various investment services. The firm manages approximately $2.74 trillion in client assets and provides advisory solutions using structured planning tools and proprietary modeling techniques.

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.