Joseph Foret is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MASSMUTUAL Life Insurance Company, NYLife Securities, and New York Life Insurance Company. Outside of finance, he has been involved with Freds In Tigerland and The First Tee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Joseph Hebert is a financial advisor with Ameriprise in Covington, LA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member of the Natchez Trace Property Owners Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored advice primarily for clients with substantial investable assets.

Robert Jardine is a financial advisor with Morgan Stanley in New Orleans, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Jardine serves on the advisory committee of The Kemper & Leila Williams Foundation, a nonprofit focused on museum and historic research. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Niko Tesvich is a financial advisor with Edward Jones in Chalmette, LA, holding a Series 66 credential and six years of industry experience. He has been with Edward Jones since 2019 and serves as the current Board President for the Plaquemines Parish School Board, where he participates in formulating and adopting district policies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large national network of advisors and branch offices.

John Morton IV is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera Investment Services LLC since 2023 and has been employed at Hancock Whitney Bank since 2017, where he serves as a private banker managing loan, depository, and treasury relationships. Outside of his financial career, he is chairman of Agenda for Children, a trustee on the board for Metairie Park Country Day School, and participates in various committees at St. Charles Avenue Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program structures.

Edwin Ellinghausen IV is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Deloitte & Touche for two years. Outside of his advisory role, he is involved with CJE Holdings LLC, a retail and online store business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lendon Rogers is a CFP® professional with 21 years of experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains a rental property in Gretna, Louisiana. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Michael Gautreau is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Metairie, LA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fernando Patron IV is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has been with Cetera Investment Services LLC and Regions Bank since 2015, where he also works as a private banker assisting clients with non-investment banking products. 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 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with both discretionary and non-discretionary programs.

Scott Curole is a CFP® with 26 years of industry experience, currently affiliated with UBS Financial Services in New Orleans, LA. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Gloria Roque Gutierrez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and IberiaBank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Loughran is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs for individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its advisory process.

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.

Julie Chastant Poche is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at InVentiv Health from 2015 to 2017. Outside of her advisory role, she coaches 5th to 7th grade girls basketball at Kehoe-France School in Metairie, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Raymond Gandolfi is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corporation, Inc. for 19 years. Gandolfi is also a statutory agent involved with fixed annuities and life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management.

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.