Lauren Lamulle is a CFP® with 18 years of industry experience. She is currently with Ameriprise in Metairie, LA, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored advice, primarily for assets held in Ameriprise-managed accounts.

John Race Jr. is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Coker & Palmer, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations as part of standalone planning services.

Scott Landry is a Series 65-licensed financial advisor with Primerica Advisors in Metairie, Louisiana, with one year of industry experience. Prior to joining Primerica Advisors, he was employed with Primerica Financial Services and has also been self-employed. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates on a large scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Whitney Braddock is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, Braddock spent ten years with Diagnostic Imaging Services. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset managers, leveraging both proprietary and external model portfolios.

Russell Obee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Evangeline Maples is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. She has served in multiple roles at Edward Jones since 2019. Outside of her advisory work, she has been involved in a political action committee focused on local community issues in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches as well as its integrated capabilities including trust services and securities-based lending.

Kevin Stierwald is a financial advisor with Edward Jones in Metairie, LA, holding the CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Brennan Molin is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2025. He has experience working with Nielsen Investments and participated in accounting roles at Louisiana State University. Outside of his advisory work, he is involved as a coach with First Tee, a youth sports organization in New Orleans. 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 a range of advisory and brokerage services, including financial planning and access to wrap programs, third-party asset management, and institutional platforms.

Dustin Matherne is a financial advisor at Edward Jones with Series 63 and Series 65 licenses and four years of industry experience. He previously worked for the New Orleans Saints and Pelicans and has held part-time roles in local businesses including Snowman Snoballs and DeeJoe Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Brite is a financial advisor with LPL Financial in Kenner, LA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior firms include Woodbury Financial Services and Compass Capital Management. He is also involved in non-variable insurance activities. 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 a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Steven Morgan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009 and previously worked at Merrill from 2003 to 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Hines is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Hines serves on the advisory board of Parc Des Fmillies in Gretna, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of advisors and branch offices nationwide.

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 25 years of experience in financial advising. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at New Century Financial Group, LLC. Outside of his advisory work, Garcia serves on the boards of the Algiers Economic Development Foundation and The Restoration Initiative for Culture and Community. He also co-hosts a podcast titled "Stuff About Money They Didn't Teach You in School." OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing firm-provided tools and multiple third-party platforms to construct and manage portfolios across a range of asset classes.

William Mason is a financial advisor with Stifel in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at Merrill for 19 years and International Advisory Consultants Inc. for 6 years before joining Stifel in 2015. Mason is active in several community organizations, including serving as Vice President of the Iris Club, a New Orleans Mardi Gras krewe, and holding leadership roles in local historical preservation and alumni associations. He is also a board member of Northshore Radio, a nonprofit community broadcaster in the New Orleans area. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation analyses, emphasizing client discretion in implementation.

Rudolph Ramelli is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2018. His prior experience includes roles at Iberia Wealth Advisors and Morgan Stanley. He serves as a board member on the Investment Committee of United Way of Southeast Louisiana. J.P. Morgan Securities 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.

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.