Ann Summers is a CFP® with 26 years of experience in financial services, currently affiliated with LPL Financial. She has worked with LPL Financial and Synergy Bank since 2005 and previously held positions at Banc One Securities Corporation. She launched the non-deposit investment division at Synergy Bank and remains involved in its investment services operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational tools.

Cheryl Voss is a financial advisor with LPL Financial in Houma, Louisiana, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Regions Bank, Cetera Investment Services, and Synovus Securities. She is also involved with Synergy Bank alongside her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Thomas Meyer is a CFP® with 28 years of experience in financial services, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Meyer is president of the Ben Meyer Foundation, Inc. and serves on the board of Acadia Music Fest, LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Curt Domingue is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2003. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kaitlyn Gravois is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and two years of industry experience. Her background includes roles at Ameriprise, M. Rodrigue & Son, Inc., and Nicholls State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Lloyd Kern III is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Bart Broussard is a CFP® with 27 years of industry experience and is currently affiliated with Mass Mutual Investors Services. His prior experience includes nearly two decades with Metlife Securities Inc. and Metropolitan Life Insurance Company. Broussard serves as treasurer of a homeowners association and manages a timber farm as part of his other business activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers programs including wrap accounts and money-manager strategies alongside educational seminars.

Brooke Eastridge is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following two years at Outfront Media Sports. Outside of her advisory work, Eastridge serves on the Finance Council for St. Joseph Co-Cathedral Church in Thibodaux, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Callahan is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Ben Meyer Inc Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm is a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Kylee Buffinet is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, as well as at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lena Cortez is a Certified Financial Planner® with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is an owner involved in managing rental property in Houma, Louisiana. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Denise Osadchuk is a CFP® professional with 12 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services and Capital One Advisors. She is the owner of Southern Wealth Strategies, LLC, an investment-related business. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment vehicles.

Anthony Tranchina is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.