Daniel Herrera is a financial advisor with Ameriprise in Metairie, LA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its related entities since 2015. Herrera serves on the Board of Directors for the Financial Planning Association of Louisiana as a Programs Co-Director. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Hannah Kotsko is a financial advisor with Mass Mutual Investors Services in Metairie, LA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as positions in education at Hamilton Community Schools, Saginaw Valley State University, Shiawassee RESD, and Oakland University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements supported by firm-approved software and educational seminars.

Jeffrey Johnson is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Becker Suffern McLanahan for three years and has a background that includes private pilot training and experience in technology transfer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Patrick Steen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years before joining J.P. Morgan in 2021. 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 an ESG eligibility framework to support its recommendations.

Jonathan Schlackman is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his deceased father’s trust and holds power of attorney for his wife, both involving investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options not commonly offered by large institutional advisers.

Richard Schega Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside of his advisory role, he is vice president of The United MSD Foundation, a nonprofit organization, and serves on the board of the West Point Class of 1999 Fund. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services, utilizing firm-approved analytical tools to generate written recommendations tailored to client goals.

Dominique Meyer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Matulich Team, a father-daughter practice focused on building lasting relationships with clients. She partners with multi-generational families to navigate their wealth planning needs, offering strategies that emphasize diversified asset allocation and portfolio risk management tailored to individual financial goals. Dominique joined Merrill Lynch in 2006 and specializes in wealth planning for individuals and families. She holds a Bachelor's Degree in Economics from Mount Holyoke College and a Juris Doctor from Loyola University New Orleans College of Law, which contribute to her analytical and legal perspective in her advisory work. She holds the Personal Investment Advisor (PIA) designation. A native of New Orleans, Dominique lives there with her husband and their two children. She is a sustaining member of the Junior League of New Orleans and supports her local community. Her personal interests include cooking, genealogy, interior decorating, sewing, spending time with family, and swimming.

Jacob Baxter is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked with several firms, including Gulf Coast Bank & Trust and Cetera Advisor Networks. Baxter is based in New Orleans, LA. 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 an ESG eligibility framework. The firm offers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Alex Brignac is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Massachusetts Mutual Life Insurance Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of approximately 23,700 advisors and over 15,000 branch offices.

Jon Emerson is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Christian Vardaman is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2019, as well as earlier positions at LPL Financial, GWM Advisors, Gulf Point Advisors, and Resource Management. He is based in Metairie, LA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Lee Henderson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 22 years of industry experience, including nine years at Merrill Lynch prior to joining Raymond James in 2019. Henderson serves as treasurer and board member of the New Orleans Yacht Club. 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 consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffrey Windes is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include five years at Stifel before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kyle Hughes is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Cetera and has prior experience at Morgan Stanley and Hancock Whitney Bank. Hughes's background includes roles at Tulane University and an entrepreneurial venture, Office Ops, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies, overseeing over $256 billion in assets through more than 10,000 advisors.

Glenn Riches is a financial advisor with Primerica Advisors in Metairie, LA, holding 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Jason Rawls is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Rawls serves as a board member of The Greg Monroe Foundation, which focuses on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its advisory services.

Kyle Carpenter is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including work at Morgan Stanley Private Bank, National Association, since 2015. Carpenter serves on the Board of Directors for the Loyola University of New Orleans Alumni Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers its financial planning through structured processes and firm-approved tools.

James Scott Jenkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Sunflower Bank from 2019 to 2022. He also spent six years in education at the high school and college levels. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd Murphy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 10 years of industry experience. Prior to his current role, Murphy was associated with M Wealth Advisors and Planning and Investment Centers, Inc. He serves as chair of the Policy Committee for Greater New Orleans, Inc., focusing on economic development, and is also a board director for Men of Fashion, a nonprofit that raises funds for the New Orleans Ballet. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network along with institutional consulting and portfolio management.

Frank Toro III is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at Crown Lift Trucks of New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.