Charles Christy is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services and HUB International Gulf South. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Joseph Mannino II is a financial advisor at Morgan Stanley in New Orleans, LA, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, 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 planning process that incorporates firm-approved tools and quantitative models to assist clients in developing financial plans.

Audry Verrette is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2019, following roles at IberiaBank and Saybrus Partners. Outside of her advisory work, she owns a rental property in New Orleans. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Teresa Folkins is a financial advisor with RBC Capital Markets in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Cuso Financial Services for eight years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Samuel Brand is a financial advisor with Edward Jones in New Orleans, LA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at VALIC Financial Advisors/Corebridge for six years and has experience in various delivery services and hospitality roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Tuan Minh Pham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its diversified investment approach.

Shannon Ockman is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she has been involved with The Bayou Sports Shop since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Ricardo Thomas is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked for INVEST Financial Corporation for nine years. Outside of his advisory work, he manages a band and artists through TWA Entertainment and consults for Compassion and Choices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Minvielle is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is an owner and partner in real estate investment ventures. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser force and a range of portfolio management strategies.

Jacque Kuchta is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Kuchta serves on the Board of Directors for the Port Eads Fishing Refuge nonprofit, which promotes research, education, and recreation in Port Eads, Louisiana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Greggory Harris is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 18 years of industry experience. Outside of his advisory role, he holds passive ownership and management positions in several privately held businesses, including property and business partnerships. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, consulting, and a broad range of portfolio management options.

Michael Slatten is a Series 66-licensed financial advisor with J.P. Morgan Securities in New Orleans, LA, and has four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Iberiabank, and Bisso Towboat, as well as time spent at Tulane University. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Kayla Plaisance is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2016, including three years at Bank of America, N.A. She is based in New Orleans, LA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rose Perrilloux is a financial advisor at Raymond James & Associates with 16 years of industry experience and holds the Series 66 designation. She has been with Raymond James in various capacities since 2016. Outside of advising, she is involved in entrepreneurial activities related to property management and short-term rentals through several LLCs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a range of portfolio management strategies.

Eric Greenberg is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Kathryne Micken is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. Her prior roles include positions at Capital One Securities and Raymond James & Associates. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party portfolio managers for a range of clients including individuals, high-net-worth clients, and institutions.

Cristie Fraits is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been with Primerica Advisors since 2014 and has been associated with Primerica Financial Services since 2009. Her other business activities include part-time or full-time sales of investment-related products with affiliated companies and receiving compensation for referrals of home security, automation products, and other home-related services. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and delivers advisory services via model-based recommendations created and managed by third-party asset managers.

Jeffrey Messina is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Anthony Hagstette Jr. is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 35 years of industry experience. He has been with Primerica Advisors since 1990 and is also involved in his family's remodeling and construction business. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Colleen Kirkpatrick is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services Inc for 16 years before joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers to tailor strategies to clients’ specific risk profiles.