Shane Duhe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities, Inc. from 2006 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach with clients and firm-approved analytical tools.

Jonathan Vega is a financial advisor with Primerica Advisors in Houma, Louisiana, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Primerica Financial Services and various positions in the maritime and outdoor sectors. He also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and utilizes BNY Mellon Advisors for portfolio implementation.

Patsy Ricau is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 27 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, Ricau is involved with Community Of Our Fathers Love and First Assist Services, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and maintains oversight of its investment models, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Katina Summers is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience and previously worked at Kushner LaGraize, LLC for eight years. She holds a committee appointment with the Louisiana State Treasurer's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors.

Charles Aubert III is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and having 10 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018, following earlier roles at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Jeffrey Marcon is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent 11 years at Edward Jones. In addition to his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered through a network of independent Financial Professionals.

Andrew Kimble is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked for eight years at Beau Box Commercial Real Estate. He holds the Series 66 designation. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Kevin Stierwald is a CFP®-credentialed financial advisor with Edward Jones in Metairie, LA, and has 18 years of industry experience. He has been with Edward Jones since 2007. 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 options. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Robert Brite is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Compass Capital Management. He is also involved in non-variable insurance-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party partners.

Ashley Hymel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Hymel worked at Caroline's Cookies and Hymel's Florist. Outside of her advisory role, she serves as treasurer for the Phi Mu Fraternity chapter in Baton Rouge. 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 approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

Rob Graham is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include five years at Edward Jones and three years with Valic Annuity Life Insurance Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Theresa Heingarten is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2005, currently working in Metairie, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,000 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Richard Kernion Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory work, he is a partner in an LLC that owns a rental property in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

James Haas III is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors since 1981 and has worked with affiliated companies including Primerica Financial Services and Primerica Financial Services Home Mortgages. In addition to his advisory role, he is involved in sales of investment-related products and occasionally refers clients to home security and automation 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 delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Keith Crawford is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and receives compensation for mortgage and home-related service referrals. Primerica Advisors offers 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 curates third-party asset managers and implements models with oversight, using a tiered wrap-fee structure.

Chad Troxclair is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining LPL Financial in 2020. LPL Financial is a 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by both internal research and third-party subadvisors.

Bryan Palmisano is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. Outside of his advisory role, he owns and operates health and property/casualty insurance agencies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning processes.

Daniel Lumetta is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors.

Michael Dubuc is a financial advisor at Edward Jones with 22 years of industry experience, all of which have been with the firm since 2004. He holds Series 63 and Series 66 licenses and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Noelle Kimble is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.