Brett Perry is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Whole Foods Market and had roles at RentCheck and IDScan.net, among other positions. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Davis is a Series 66-licensed financial advisor with LPL Financial, based in New Orleans, LA. He has 29 years of industry experience and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jerron Green is a CFP® professional with 30 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2018 and previously worked at Merrill for 22 years. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

William St Paul is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at OSAIC since 2024 and previously was with Woodbury Financial Services and Capital One Investing. He is also a partner at River Tower Wealth Management LLC, providing financial advisory services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of investment approaches and multiple advisory platforms.

David Cancienne is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he serves as a board member and officer for Coast Energy Lake Pontchartrain, an oil and gas investment. Raymond James & Associates is a large firm serving a broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services. The firm uses a range of portfolio management styles supported by research and provides specialized municipal advisory services.

Theresa Barnard is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Ameriprise since 1999 and is also the owner of Evergreen Solutions, LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Christopher Breaux is a financial advisor with Edward Jones in Marrero, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as President of the West Jefferson Medical Center Foundation board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Leonard Alsfeld is a financial advisor with Raymond James & Associates in New Orleans, LA, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent 17 years at both FBT Investments, Inc. and First Bank & Trust. 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 and pension/profit-sharing plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

John Fisher is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he manages a rental property in Keller, Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by in-house research and alternative investment offerings.

Megan Giardina is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation and with nine years of industry experience. She worked at Merrill Lynch from 2010 to 2019 before joining Raymond James Financial Services Advisors, Inc., where she has been since 2019. Outside of her advisory role, she is also employed as an associate at Henderson Hutter Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Jeremy Starr is a financial advisor with Ameriprise in New Orleans, LA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. He serves on the Board of Directors for BNI, acting as Secretary/Treasurer. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and delivers tailored, non-discretionary advice supported by algorithmic tools and oversight committees.

Caroline Mc Arthur is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked previously at several firms, including Naviangroup and Frisch Capital Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tevis Vandergriff is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 25 years of industry experience. He has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1998. Outside of finance, he has operated Vandergriff Plastering since 1975 and works as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of the investment models offered.

Charles Hirling Jr. is a financial advisor with Cambridge Investment Research Advisors in Metairie, LA, and holds a Series 63 designation. He has 27 years of industry experience, including roles as a CPA tax consultant and managing member of Hirling Financial Group, LLC. Hirling has also served as an executor for multiple estates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using various portfolio management strategies and platforms.

Stephen Kernion is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016, with prior experience at Stratos Wealth Partners and LPL Financial. Outside of his advisory role, Kernion is involved in fitness instruction and coaching, and he owns and coaches at Riptide Masters Swimming LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Michael Sackett is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp since 2006. He also operates a DBA under the name M1USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.

Reagan Lapeyre is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, he held positions at Welltower and attended Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Wilfred Kullman III is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. He serves as a trustee in a trust business based in Dallas, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Caleb Cummings Dise is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Waterfront Wealth Management and Jpmorgan Chase Bank, N.A. outside of his current role. 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 offers customized performance reporting and manager searches while delivering services on a non-discretionary basis.

Percy Brouillette is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. 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 nationwide network of over 23,700 financial advisors.