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 designation and one year of industry experience. Prior to joining LPL, he worked at Nielsen Investments and has experience connected with Louisiana State University programs. Outside of his advisory role, he coaches with First Tee, a youth sports organization. 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 wide range of advisory and brokerage services supported by extensive resources and platforms, including model portfolios and third-party asset management.

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.

Kenneth Bertucci is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP®, ChFC®, and Series 66 credentials. He has 28 years of industry experience, including eight years at Merrill and over 20 years at LPL Financial. Bertucci also operates Bertucci Wealth Management, an LPL-affiliated business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various advisory models and technology tools, and oversees substantial discretionary assets through a large network of advisors.

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 Series 66 licensed financial advisor with 20 years of industry experience. He is currently with RBC Capital Markets and City National Bank, having previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside comprehensive financial planning and brokerage services.

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.