William Tresca is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Raymond James in 2025. 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 diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Craig Cheramie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include nearly three decades at Avantax Advisory Services and related entities. He serves on the board of the Louisiana Public Facilities Authority and participates in the St. Francis Xavier Church Finance Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing both proprietary and third-party model strategies across various platform arrangements.

Kenneth Aucoin Jr. is a CFP® with 25 years of experience in the financial services industry, serving at Edward Jones since 2001. He is based in Harahan, LA. Outside of his advisory role, he is involved with Paper Doll Promotions in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Andrew Noto is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Planning Associates Wealth Management, Iberia Bank, Infinex Investments, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors strategies based on each client’s Advisory Risk Profile and utilizes a combination of in-house and third-party investment managers.

Larissa Petty is a financial advisor with UBS Financial Services in New Orleans, Louisiana, holding a Series 66 credential and nine years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she serves as Secretary and Member Relations officer for Crescent City Fae, a nonprofit Mardi Gras Krewe and social club. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies with institutional trading capabilities and a broad range of wealth management services.

Sheridan Tanner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with a goals-based wealth management process, specializing in cost and tax-efficient investing, liability management, and alternative investment strategies. Prior to joining Merrill Lynch, Sheridan worked in consulting for the oil and gas industry on projects in several countries, including Singapore, Malaysia, Russia, Vietnam, UAE, Qatar, Spain, and the United States. He also has experience in academia, having taught at the University of New Orleans and the Universidad de Salamanca in Spain. Sheridan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), and Certified Retirement Plan Specialist (CRPS). His educational background includes an MBA with concentrations in Finance and International Business and an M.A. in Romance Languages from the University of New Orleans, a Post-Graduate Diploma in International Business from the Grenoble Ecole de Management in France, and a Bachelor of Science in Business Administration (Economics & Finance) from Louisiana College.

Karli Descant is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked in various roles including positions at the LSU School of Veterinary Medicine and the University Club prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Randy Brunet is a financial advisor with Cetera who holds the PFS™ and Series 63 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and also owns Brunet Wealth Management, a financial services firm he has operated since 2015. Additionally, he owns a CPA practice providing tax preparation and accounting services since 1984. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with a broad range of investment program options.

Benjamin Haase is a financial advisor with LPL Financial in Metairie, LA, holding a Series 66 credential and two years of industry experience. He previously worked at Raymond James Financial and Edward Jones. Outside of advising, he has held administrative roles at Impera Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management across various investment strategies.

Megan O Brien is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was affiliated with the New Orleans Saints and engaged in various roles including work at Loyola University New Orleans and American All Star. She also has experience in photography through Romaguera Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Kevin Naquin Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan in various capacities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Karen Saboe is a Series 66-credentialed financial advisor at Edward Jones with four years of experience. Her prior work includes roles at HMS Schaefer Group and Professional Security Training, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Leonard Labiche Jr. is a financial advisor with LPL Financial in New Orleans, LA, holding a Series 66 credential and bringing 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with multiple business entities related to wealth management and private wealth services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

David Butscher is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Emily Mallick is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios derived from mutual funds, ETFs, and ETPs.

Lawrence Jouet Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he owns a tax and accounting firm, Tax Help NOLA LLC. Outside of his advisory work, Jouet is president of a photography studio and serves as treasurer for the St. Rita Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Hollis Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he is involved with Martin Farms, a farming business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support various investment strategies.

Sara Mayeux is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She previously worked at UBS Financial Services from 2016 to 2020 before joining Merrill in 2020. Outside of her advisory work, she teaches mahjong and serves on the regional board of Hadassah Southern Region, focusing on programming for young women. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Christopher Patch is a financial advisor with Cetera in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. He previously worked at J.P. Morgan Securities Inc and J.P. Morgan Chase Bank, and he is the owner of Meyer's Lemonade LLC, a mobile food vendor. At Hancock Whitney Bank, he serves as a private banker for wealth management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through multiple program structures and access to third-party money managers.

Michael Mechler is a CFP® with seven years of industry experience, currently affiliated with Cetera in New Orleans, LA. He has worked at Cetera and its related entities since 2022 and previously held positions at Hancock Whitney Investment Services and Hancock Whitney Bank dating back to 2007. In addition to his advisory role, he manages financial planning operations for Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and various program structures designed to accommodate both discretionary and non-discretionary client needs.