Kevin Stierwald is a CFP®-credentialed financial advisor with Edward Jones in Metairie, LA, and has 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Brennan Molin is a financial advisor with LPL Financial and holds a Series 66 credential. He has one year of industry experience, including work at Nielsen Investments and roles related to accounting at Louisiana State University. Outside of his advisory work, he is involved as a coach with First Tee, a youth development organization focused on sports and fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Braden Brignac 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 2021, he worked in the hospitality sector and was a student at LSU. He also serves as an assistant coach at Archbishop Rummel High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large network of advisors and branch offices nationwide.

Joshua Robbins is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation. He has professional experience across several financial institutions including Charles Schwab and Regions Bank, beginning his advisory role in 2026. Robbins has also been affiliated with academic institutions such as Hendrix College and the University of Arkansas at Little Rock. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through advisory programs and maintaining specialized services in municipal finance and employer retirement plans.

James Hines is a financial advisor with Edward Jones in Marrero, LA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of Parc Des Fmillies in Gretna, LA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including trust and securities-based lending options, supported by a nationwide network of over 23,000 financial advisors.

Allison Breaux Mangold is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones in 2023, she worked for St. Charles Parish Public Schools from 2019 to 2023 and attended Louisiana State University from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Erik Garcia is a CFP® and ChFC® with 24 years of industry experience. He is affiliated with OSAIC and has held roles at New Century Financial Group, Garcia Insurance Services, and Plan Wisely Wealth Advisors. Garcia also serves on the boards of the Algiers Economic Development Foundation and The Restoration Initiative for Culture and Community, and he co-hosts a podcast focused on financial education. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, managed accounts, and third-party solutions.

William Mason is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, Mason is involved in several community and nonprofit organizations in New Orleans, including serving as Vice President of the Iris Club Mardi Gras Krewe and President of the Lee Monument Association. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and model allocations intended to support client decision-making.

Rudolph Ramelli is a CFP®-certified financial advisor with J.P. Morgan Securities in New Orleans, LA, and has 13 years of industry experience. His prior roles include positions at Iberia Wealth Advisors and Iberia Asset Management. Outside of his advisory work, he serves on the Investment Committee for United Way of Southeast Louisiana as a board member and is involved as a partner in a holding company investing in commercial real estate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Caroline Sobolewski is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Bank of America and Merrill. She serves on the advisory board for Spring Hill College, helping oversee a grant focused on student retention. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Pierce Adams is a CFP® with 14 years of experience in the financial advisory industry. He is currently affiliated with OSAIC and previously worked at Woodbury Financial Services and Capital One advisors. Adams serves as a finance committee member at Trinity Episcopal School, where he contributes to budgeting and financial oversight. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts.

Kenneth Bertucci is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP® and ChFC® designations and over 28 years of industry experience. He has been with LPL Financial since 2006. Bertucci also manages Bertucci Wealth Management, LLC, a registered DBA under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by both proprietary and third-party research.

Evan Jacobs is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is based in New Orleans, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Justin Parkhurst is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

John Cassidy is a financial advisor with Merrill based in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he serves as President of the Algiers Point Men's Club, where he coordinates volunteer community improvement efforts. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, corporate, and charitable clients.

Rob Graham is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include five years at Edward Jones and three years with Valic Annuity Life Insurance Company. 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.

Stephen Hooks Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked with various divisions of JPMorgan Chase since 2006. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Barbara Haydel is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to her current role, she was employed at Metairie Small Animal Hospital for 11 years. Outside of her advisory work, she contributes as a part-time receptionist and veterinary assistant at Metairie Small Animal Hospital. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides a range of financial products through bank and insurance affiliates.

Tiffany Harvill is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with seven years of industry experience. Her prior roles include work at Walmart Stores Inc. and involvement with InspireNola Charter Schools and Propeller: A Force for Social Innovation. She also served as a principal at Harvill Business Solutions, a management consulting firm focused on business process improvement. Additionally, Harvill is a board member of FLYTE in New Orleans. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

John Ellis is a financial advisor with Morgan Stanley in New Orleans, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent six years at UBS. Ellis serves as a board member for Iwanta LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.