Matthew Gardner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Indest is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked at Bank of America and Merrill for brief periods and spent eighteen years at Eustis Engineering L.L.C. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipalities, offering financial planning and investment consulting with a broad range of portfolio management styles and affiliated research resources.

Ashley Mahner is a financial advisor with Edward Jones in Mandeville, LA, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Keller Williams, Bezou Financial Planning Group, and Hancock Whitney Bank. She previously owned Sign Dat LLC, a notary public signing service, though she no longer provides notary services. 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 investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Benjamin Detiveaux is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research since 2019. Outside of advising, he is involved in copywriting and marketing as well as performing arts as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals using both proprietary and third-party model strategies.

Andrew Vella is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has eight years of industry experience, with prior roles at LPL Financial, Merrill Lynch, and Wells Fargo. Outside of his advisory work, he operates Andy Vella LLC, a business entity established for tax and investment purposes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach supported by centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Sandra Camus is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes longstanding roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning from 1994 to 2024, alongside ongoing involvement with Tracey Ahlborn since 2020. She is also engaged in several non-variable insurance ventures related to group benefits and health insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Dawn Pope is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she performs as a background vocalist during worship services several Sundays each month. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without portfolio management. The firm emphasizes holistic, goal-based analyses and provides clients with separate planning and managed-account options under a consolidated billing program called WealthPlan.

John Meyer is a financial advisor with Raymond James & Associates in Slidell, LA, holding a Series 63 designation and over 31 years of industry experience. His career includes tenure at Bank of America and Merrill. Outside of advising, he owns and oversees a 66-acre avocado farm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

David Smith is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fsc Securities Corp, Investment Professionals, Inc., and Edward Jones. Outside of advising, he is also an insurance agent and owner of Deep South Investment Services LLC, a company involved in payroll, taxes, and licensing. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with tools like asset-allocation models and automated rebalancing, managing portfolios that include various asset types across discretionary and non-discretionary accounts.

David Rochon is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, NA since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Louis Nogues is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved with the Nogues Family Testamentary Trust. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Laville is a financial advisor with LPL Financial in Mandeville, LA, holding Series 63, 65, and 66 licenses with 14 years of industry experience. He has been affiliated with both LPL Financial and Home Bank since 2015. Outside of advising, he is involved in a construction and mortgage business as well as multiple real estate-related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and managed portfolio programs, supported by proprietary research and technology tools.

Eric Dubroc is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His career includes roles at Securities America Advisors and BEAM Asset Management. He also owns a business selling life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations, through a wide network of advisers and multiple advisory platforms. The firm employs asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

Andrew Necaise is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Noah Bordelon is a Series 66-licensed financial advisor with Edward Jones in Mandeville, LA. He joined Edward Jones in 2026 and has prior work experience at Crescent City Physicians Inc. and several other businesses, including Bees Outdoor Maintenance LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Petersen Jr. is a financial advisor with Edward Jones in Covington, LA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 1999. 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, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Nicholas Baudean is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in various roles including at Golf Cart World and Paretti Mazda of Covington. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Rich is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked at Guardian Life from 2008 to 2012. Rich is also involved in the sale of life, health, disability, and long-term care insurance to retail clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and other institutions.

Justin Ledbetter is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2018, following two years at Capital One Investing, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Shelby Cramer is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Shelby worked for nine years at First Horizon Bank. Shelby also serves as Vice President of The Northshore Network, a nonprofit networking organization in Slidell, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.