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 in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Money Concepts Capital Corp, Kovack Advisors, American General Life Insurance, AIG Capital Services, and Jackson National Life Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Mclaughlin is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Raymond James in 2017, he worked at FBT Investments, Inc. and First Bank & Trust for 17 years each. 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 serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and consulting services, supported by a range of portfolio management styles, affiliated research, and municipal advisory capabilities.

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 with Morgan Stanley in New Orleans, LA, holding Series 65 and Series 63 licenses and having two years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes with tools such as Monte Carlo simulations and serves clients through both direct and corporate financial planning arrangements.

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 at Edward Jones with seven years of industry experience and a Series 66 designation. He has been with Edward Jones since 2018 and previously worked for Nola Media Group for 20 years. 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 under management through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and investment solutions.

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.

Michael Pfeffer is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he manages Pfeffer Endeavors, LLC, which provides administrative and staffing support for his practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Holtzclaw is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Hancock Whitney Bank, and Dorsey & Company Inc. He joined Cetera in 2022 and is based in Kenner, LA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Christine Shea is a financial advisor at Raymond James Financial with 11 years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill before joining Raymond James. Shea is also the owner of the Law Office of Christine K Shea, LLC, where she provides basic estate planning services, and serves as a committee member helping organize events at St. Peter Catholic School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and emphasizes analytical tools for goal-based investment consulting.

Carlos Hornbrook is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 18 years and has owned PJM Safety Supplies since 2007. In addition to his advisory work, Hornbrook is an attorney at law and represents NFL players in contract negotiations through his law firm. OSAIC serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a variety of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Alexa Weldon is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Merrill from 2016 to 2024 before joining Morgan Stanley Smith Barney LLC. She holds the Series 66 designation and is based in New Orleans, LA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and modeling techniques.

Donald Abaunza Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2022 and has prior work history with Hancock Bank and Hancock Investment Services, Inc. He serves as a board member for De La Salle High School, where he participates in policy and procedural reviews. Cetera Investment Advisers LLC is a nationwide firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various investment solutions and manages over $256 billion in assets through a large network of advisors.