Matthew Clark is a financial advisor with Cetera in New Orleans, LA, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLife Securities and Hancock Whitney Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individuals to institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jason Jeandron is a financial advisor with LPL Financial in New Orleans, LA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with a recreational fishing camp operated through an LLC formed with friends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Burke Echelmeier is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities, LLC and New York Life Insurance Company, as well as involvement with Bourbon's Best Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Timothy Sandman is a financial advisor with Ameriprise in Mandeville, LA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Titan Touchdown Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with an emphasis on Ameriprise-managed accounts and uses algorithmic automation overseen by a Retirement Income Oversight Committee to support its advisory process.

Kimberly Neal is a financial advisor at Wells Fargo Advisors in Metairie, LA, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and tools to develop tailored recommendations for clients.

John Finney IV is a financial advisor with Edward Jones in New Orleans, LA, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. 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 solutions supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Nicholas Matulich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1986, advising clients and providing financial guidance. Nicholas brings over 35 years of experience in the financial services industry. He holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in Biology from the University of New Orleans in 1973 and a Bachelor of Science degree in Pharmacy from Xavier University of Louisiana in 1976.

Brian Seay is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Clayton Sanford is a financial advisor with Primerica Advisors, holding a Series 65 credential and 23 years of industry experience. His work history includes roles at multiple healthcare institutions and investment firms, including Pfs Investments Inc and Primerica Financial Services since 2002. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

William Clements is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns and manages a private property management business, Irish Channel Property Management. J.P. Morgan Securities 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 delivers these services through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Madeline Browning is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and previously worked at West Jefferson Medical Center for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Hagstette is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory work, he has operated a remodeling company since 1970. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Brandon Smith is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera, Hancock Whitney Bank, and Capital One. Smith operates in Metairie, LA, and is also involved with First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Arunthavarani Thiyagarajah is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and concurrently owns Art Business Services, LLC, a tax preparation business. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial services through Pershing.

Willis Lovell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch and Bank of America. Outside of his advisory work, he is a partner in two family-related businesses, one of which involves managing a vacation property in North Carolina. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, and offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Nicholas Frangos is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Prior to that, he was employed at Morgan Stanley Smith Barney LLC, N.W. Johnsen & Co., and Arthur J. Gallagher & Co. He is also involved in Crescent City Anglers, LLC, a recreation-related business based in New Orleans. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Dylan Favre is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include working at Gregory Ricks & Associates and involvement with the American Medical Student Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

Gabriel Nehrbass is a CFP® and Series 66-credentialed financial advisor with 11 years of industry experience, currently serving at Edward Jones since 2014. He is the founder and director of EspaNOLA, a nonprofit focused on arts and cultural events related to Spanish heritage in New Orleans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,700 advisors.

Andrew Wittich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and over 21 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he serves as a board member of Gateway Financial Advisors, LLC, and owns Wittich Financial Services LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals.

Jill Jackson Fullmer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. Her career includes multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.