Ryan Mitrik is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Mitrik also serves in the U.S. Air Force, a role he has held since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Brandon Scott is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

James Szpak is a Series 65-licensed financial advisor with Fisher Investments based in Covington, LA, and has six years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Bendix Commercial Vehicle Systems and Westfield Group. He also has experience at the University of Cincinnati. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies alongside various risk management techniques.

Stacy Hawkins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, she was employed at Capital One Investing and Capital One Advisors. Outside of her advisory role, she is involved in an e-commerce venture called Hygiene for the Homeless, which provides hygiene kits to homeless individuals. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager 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.

Benjamin Parker is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hancock/Whitney Bank and Hancock/Whitney Investment Services. Outside of his advisory role, he serves as successor co-trustee of the Angela C Avant Living Trust and executor of her will. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 multi-manager platform that supports various investment strategies and program structures.

Edmond Dhemecourt III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at LPL Financial since 2015 and previously at Strategic Financial Concepts, LLC, and Benefit Planning Group. He also teaches at Bryant and Stratton College. 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 portfolios, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Clayton Dudley is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. Outside of his advisory role, he has served as a server for 527 Causeway LLC dba Gallagher's 529. 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 other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Karen Calcagno is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. From 2016 to 2019, she was involved with Karen's Creations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary program where clients retain final decision-making authority.

Cliff Lloyd is a financial advisor with MassMutual Investors Services in Covington, Louisiana, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously held positions at Metlife Securities from 2008 to 2017. Outside of his advisory role, he is also an independent insurance agent specializing in dental, group disability income, life insurance, and related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven client relationships.

Benjamin Capshaw is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in January 2009 after ten years at Morgan Stanley, where he held the position of Vice President, Wealth Advisor. Prior to his advisory roles, Benjamin worked in the Investment Consulting and Equity Research departments at Morgan Stanley. He focuses on retirement planning and the development, implementation, and tracking of client investment portfolios, with a special investment emphasis on fixed income (both taxable and tax-exempt), individual equities, and structured investments. His client base includes individuals throughout the greater New Orleans area and across the country. Benjamin graduated cum laude with a Bachelor's Degree in Finance from Louisiana State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, Benjamin enjoys boating, cooking, fishing, football, golfing, music, traveling, and spending time with his family.

Christopher Troiani is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Morgan Stanley. 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 applying an ESG eligibility framework in its investment recommendations.

Kristen Acquistapace is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Melaleuca from 2014 to 2017. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Stephen Orlando is a CFP® and Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he is involved with SOCS LLC, a rental business in Hammond, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm’s network includes over 23,700 advisors nationwide and manages approximately $1.01 trillion in assets under management.

Beau Fontenot is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 21 years of industry experience. His career includes long-term roles with Hancock Whitney Bank and Hancock Investment Services, Inc. He is also a silent partner in a local cemetery business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services executed via a multi-manager platform.

Joshua Sapp is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual, Ozark National Life, and Freedom Homes. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning to offer recommendations on investment categories and strategies.

Andrew Bean is a Series 66-licensed financial advisor at Edward Jones in Covington, LA, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at The Helix Racing Products Company and CPG Catering. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Thomas Brandt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Ozark National Life Insurance and CNS Corporation, along with roles at National Western Life and MassMutual Life Insurance Company. Outside of his advisory work, he owns and oversees a rental property business through B Brandt Holdings LLC. 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, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Al Bourgeois is a financial advisor at Edward Jones in Covington, LA, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at EAG Gulf Coast LLC, Postlethwaite & Netterville, APAC, Horne LLP, and Galloway Johnson Tompkins Burr & Smith. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. 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.

Garrett Booth is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Levelset dba Express Lien from 2016 to 2019. Garrett is based in Covington, LA. Edward Jones is a full-service wealth management firm 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, supported by a large nationwide network of financial advisors and branch offices.

James Thibaut II is a financial advisor with Mass Mutual Investors Services in Covington, LA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and FSE Energy. Outside of his advisory role, he is involved in individual life and health insurance sales and owns a cryptocurrency mining business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools and educational seminars.