Lauren Michel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Bordelon is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following two years at Gulf Island Fabricators Inc / Dolphin Steel Sales, LLC. 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 large network of financial advisors and branch offices nationwide.

Paul Arceneaux is a financial advisor with Cetera who holds the PFS™ designation and has two years of industry experience. He has prior experience with Avantax Advisory Services and MassMutual and currently serves as a member and sole practitioner of an estate planning law office, providing individual clients with estate planning services. He also advises the Bureau of Ocean Energy Management on regulatory matters related to offshore oil and gas leases. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and investment strategies.

Kassi Harrington is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2013, based in Houma, Louisiana. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Blake Bergeron Jr. is a financial advisor with Raymond James & Associates in Houma, LA, holding a Series 63 designation and 20 years of industry experience. He has been with Raymond James since 2014. Bergeron Financial LLC, an entity he established prior to joining Raymond James, remains active but non-operational. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Chase Corte is a financial advisor with Edward Jones in Thibodaux, LA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Schlumberger for eight years and at Utilities Optimization Group for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wes Toups is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2023, following an extended period as a student. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic tools overseen by internal committees.

Catherine Lovell is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a co-owner of a non-investment-related business in Thibodaux. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver research-driven, tax-efficient recommendations tailored to individual retirement goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Blaire Verdun is a CFP® professional with five years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, Blaire worked in childcare and held a position at Nicholls State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a nationwide network of approximately 23,701 financial advisors.

Casey Roberson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Capital One Advisors. Roberson is involved in business entities outside of his advisory role, including a consulting group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational tools.

William Dupont is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has worked in various roles including positions at Nicholls State University, Louisiana State University, and SnapSports. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Megan Frost is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. She has been with J.P. Morgan Securities since 2016. Outside of her advisory role, she is a co-owner of MF Properties, LLC, which holds a rental property. 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 delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Kylie Kern is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, Kern serves as a director on the board of the Ben Meyer Foundation and is the treasurer of the local chapter of the Catholic Daughters of America in Schriever, LA. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team.

Dustin Le Ray is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following roles at Callais Capital Management, Aldridge & Valure CPA, and GNC. Outside of his advisory role, he serves as Vice President on the Board of Directors of the Chateau Severn Condominium Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data within a managed account framework that includes specific enrollment criteria and economic disclosures.

Toby Guillory Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Brien Chiropractic Clinic and LA Health Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of advisory programs and investment strategies, and maintains a large nationwide network of financial advisors and branch offices.

Craig Authement is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he is involved in a small business that operates a sno-ball truck serving local events and festivals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives.

David Ponson is a financial advisor with Ameriprise in Raceland, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as Treasurer for the Lafourche Junior Bassmasters, a youth competitive bass fishing organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with a focus on tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vanessa Walker is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is involved in a shipping and crating business that her husband operates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Ann Summers is a CFP® with 26 years of experience in financial services, currently affiliated with LPL Financial. She has worked with LPL Financial and Synergy Bank since 2005 and previously held positions at Banc One Securities Corporation. She launched the non-deposit investment division at Synergy Bank and remains involved in its investment services operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational tools.

Timothy Emerson is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he operates as a public notary and has served as a university-level instructor at Tulane University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.