Tricia Barrera is a Series 66 credentialed financial advisor with Edward Jones in Slidell, LA, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices across the United States.

Anna Tran is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank in Louisiana since 2008. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gwendolyn Smith is a financial advisor with Primerica Advisors in Slidell, LA, holding a Series 63 designation and 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of her advisory role, she owns Gwendolyn Smith & Associates, a business based in Service, RD, LA, and is involved in sales and referrals for home security, automation products, and loan services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisory services through a large network of financial advisors.

Gerald Gibson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked with Concourse Financial Group Securities Inc. for two decades and currently provides financial planning and investment services through The Ansardi Group. He serves as a board member on the Mandeville Fire/EMS Civil Service Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers diverse program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Brian Glickman is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. His career includes lengthy tenures at Ic Advisory Services Inc and The Investment Center, Inc., as well as work as a CPA since 1979. He serves as secretary-treasurer on the board of a local homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment management services to individuals, retirement plans, and institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of strategic investment options through a large network of advisors.

Francis Kalmbach Jr. is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he is a limited partner in several oil, gas, timber, and real estate businesses in Louisiana and Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices nationally.

Daniel Boudreaux is a financial advisor with Edward Jones in Slidell, LA, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a managing partner at D and H Properties Northshore LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the country.

Steven Kernahan is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2012 and concurrently with The Guardian Life Insurance Company since 2005. Outside of his advisory roles, he is involved in non-variable insurance sales and operates Pontchartrain Investment Management. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology and research tools.

Robyn Sherman is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes ten years at American Express Co. and ongoing roles with Primerica Financial Services since 2016. In addition to advising, Sherman receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution with established custodians.

Chad Hunt is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Outside of his advisory work, Hunt serves as the head coach for track and cross country at Christ Episcopal School in Covington, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and other institutions.

Joseph Thibeaux is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Ameriprise, Valic Financial Advisors, AIG, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing technology.

Lauren Detiveaux is a financial advisor at Cambridge Investment Research Advisors with six years of experience in the industry. She holds a Series 66 designation and has worked at Cambridge since 2018. Prior to her financial services career, she held positions in retail and veterinary-related businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio management solutions and proprietary investment strategies.

Andrew Allain is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2017. He has nine years of industry experience, including prior service with Knights of Columbus from 2014 to 2017. Outside of his advisory role, Allain serves as a non-voting board member at large for Louisiana Pulmonary Disease Camp Inc and as a board member for Safe Harbor Advisory Board, supporting fundraising and community outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial planning topics without implementation services. The firm emphasizes goal-based, holistic analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Keaton Biggs is a CFP®-designated financial advisor with Edward Jones in Slidell, LA, bringing nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alpha 3 Financial and Altus Wealth Management. He is also involved with Alpha3, an educational investment group that holds weekly conference calls to discuss market conditions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Lona Crawford is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 1997. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Rebecca Martin is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she serves as president of the Mississippi State Medical Association Alliance Group and is involved in community activities including serving on a homeowners association board and managing a youth soccer travel team. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Jeffrey Bruce is a financial advisor with LPL Financial in Slidell, Louisiana, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages an online sales business focused on selling items from estate sales. 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 financial planning and investment services, including model portfolios and third-party asset management, with a platform supported by advanced operational and research tools.

Charles Craft is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill, LPL Financial, Wells Fargo Clearing, and CUNA Brokerage Services prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors and includes access to a broad range of fund and strategy options approved through internal review processes.

Joseph Knarr is a financial advisor at Ameriprise with 28 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice. The firm’s approach includes analysis of asset allocation, withdrawal strategies, and Social Security options, operating within a defined investment ecosystem.

Kevin Rotolo is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for a decade. Rotolo is based in Slidell, Louisiana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including high-net-worth individuals, institutions, and public entities, offering financial planning and investment consulting through various specialized programs and an extensive affiliate network.