Lisa Calongne is a financial advisor with LPL Financial and holds a Series 66 designation. She has 11 years of industry experience, including eight years at Edward Jones before joining LPL Financial. Outside of her advisory work, she is a business owner and partner of Whiskey Cowboy Saloon, a restaurant bar and grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Eric Labat Jr. is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience. Outside of advising, Labat works as a Physical Therapist Assistant at Ochsner Medical Center, providing acute care treatment and rehabilitation support. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and maintains one of the largest retail advisor and branch networks in the industry.

Jeffrey Marcon is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent 11 years at Edward Jones. In addition to his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered through a network of independent Financial Professionals.

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 the Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, she spent ten years with Diagnostic Imaging Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Russell Obee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and over 51 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Since 2024, he has been with LPL Enterprise in Metairie, LA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

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 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.

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 at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Compass Capital Management. He is also involved in non-variable insurance-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party partners.

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.