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 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the late 1990s. Outside of his advisory roles, Vandergriff has operated a plastering business since 1975 and works as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and oversees approximately $15.5 billion in assets under management across nearly 3,700 advisors.

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 in Metairie, LA, with 14 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones during multiple periods totaling over 12 years, with prior experience at Stratos Wealth Partners, Ltd and Capital One Advisors. Outside of his advisory role, Kernion is involved in fitness coaching and swim instruction, as well as operating a swimming coaching LLC and participating in weekend DJ and wedding planning activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 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.

Michael Sackett is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp since 2006. He also operates a DBA business named M1USA. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a large network of investment adviser representatives.

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.

Brian Allred is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include positions at Money Concepts Capital Corp, Kovack Advisors, Inc., and Jackson National Life Distributors. 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, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Christopher Mclaughlin is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 63 designation and over 33 years of industry experience. Prior to joining Raymond James in 2017, he spent 17 years with FBT Investments, Inc. and First Bank & Trust. Outside of his advisory role, he is involved with FBT Film Credit, LLC, where he develops clients and sells tax credits. 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 broad client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Derrek Gaspard is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Capital One Investment Services. His other business activities include client relations and office management with Bezou Financial Planning Group in New Orleans. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios using a variety of investment vehicles.

Wayne Marshall is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.

Kyle Bergeron is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Braid Logistics/DHL Global Forwarding, TCI Packaging, Inc., North American Onsite, and BLG Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Kevin Reugger is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Salomon Smith Barney Inc. alongside his ongoing roles at Jpmorgan Chase Bank, N.A. Outside of his advisory work, he is also involved in managing rental properties. 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 and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select team of Wealth Advisors.

Nicole Matherne is a financial advisor at Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Morgan Stanley Private Bank, N.A. She also has a background that includes four years at Louisiana State University and five years at St. Mary’s Dominican High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

William Teague III is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2013, alongside concurrent roles at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Travis Eden is a financial advisor with Edward Jones in Gretna, LA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Nola Media Group for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

John Fuselier is a Series 66-licensed financial advisor with Morgan Stanley, based in New Orleans, LA. He has 19 years of industry experience, including roles at Bank of America and Merrill. Outside of his advisory work, he is an officer of AVF LLC, an investment-related real estate entity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by proprietary planning tools and broad investment capabilities.