Dana Boudreaux is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2020, Dana held roles at the University of New Orleans Department of Health & Safety and worked at PetSmart, among other positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Blake Schmitt is a financial advisor with Edward Jones in Gretna, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Southern Glazers Wine and Spirits and Fastenal Industrial Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national presence with approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Blake Culpepper is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques to support client outcomes.

Shelley Richardson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she plays a key role in overseeing planning and relationship management functions within the Hoddinott-Richardson group. She began her career at Merrill in 2010 as an intern while pursuing her Business and Finance degrees from Louisiana State University. Upon graduation, Shelley joined her father, R.K. Hoddinott III, to create the Hoddinott-Richardson group, which combines a boutique family office approach with access to the resources of Merrill and Bank of America. Shelley’s expertise includes college education planning, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. She holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Her professional focus is on developing personalized financial strategies tailored to clients' long-term goals. Outside of her professional role, Shelley is active in community involvement, having served on boards and committees such as the New Orleans Lympho-Maniacs Cancer Fund and Cork in the Park benefiting New Orleans City Park. She enjoys outdoor activities including fishing, hunting, skiing, and spending time with her family. Shelley resides in the New Orleans area with her husband, Tyler, and their daughters Leah and Savannah.

Stafford Viator is a financial advisor with Wells Fargo Advisors in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, Viator serves as Treasurer on the board of Volunteers of America in New Orleans, where he leads a committee reviewing the organization's finances. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations, delivered through both meetings and written summaries.

Brandon Bergeron is a CFP® professional with six years of experience in the financial industry. He is currently affiliated with Cetera and Hancock Whitney Bank, having previously worked at firms including Ameriprise Financial Services LLC and Wealthview Capital, LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures and custodial relationships.

Sean Vappie is a financial advisor at Edward Jones in New Orleans, LA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase NA for 18 years. Outside of financial services, he is involved in music performance through S. Vappie Productions, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Lisa Schewe is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 29 years. In addition to her advisory role, she is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jeffry Cummings is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Gene Novak Jr. is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 12 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Brett Perry is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Whole Foods Market and had roles at RentCheck and IDScan.net, among other positions. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Davis is a financial advisor with LPL Financial in New Orleans, LA, holding the Series 66 designation and bringing 29 years of industry experience. He has worked at LPL Financial since 2011 and previously at Hancock Whitney Investment Services Inc. from 2003 to 2011. Outside of his advisory role, he is involved with Royal Street Capital Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and is noted for its extensive non-advisory financial activities alongside its advisory platform.

Jerron Green is a CFP® professional with 30 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2018 and previously worked at Merrill for 22 years. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

William St Paul is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He previously worked at Woodbury Financial Services and Capital One Investing. St Paul is a partner at River Tower Wealth Management LLC, where he provides financial advisory services. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

David Cancienne is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he serves as a board member and officer for Coast Energy Lake Pontchartrain, an oil and gas investment. Raymond James & Associates is a large firm serving a broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services. The firm uses a range of portfolio management styles supported by research and provides specialized municipal advisory services.

Theresa Barnard is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Ameriprise since 1999 and is also the owner of Evergreen Solutions, LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Christopher Breaux is a financial advisor with Edward Jones in Marrero, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as President of the West Jefferson Medical Center Foundation board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Leonard Alsfeld is a financial advisor with Raymond James & Associates in New Orleans, LA, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent 17 years at both FBT Investments, Inc. and First Bank & Trust. 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 and pension/profit-sharing plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

John Fisher is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he manages a rental property in Keller, Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by in-house research and alternative investment offerings.

Megan Giardina is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation and with nine years of industry experience. She worked at Merrill Lynch from 2010 to 2019 before joining Raymond James Financial Services Advisors, Inc., where she has been since 2019. Outside of her advisory role, she is also employed as an associate at Henderson Hutter Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.