Eric Greenberg is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 applying an ESG eligibility framework in its recommendations.

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 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2014 and with Primerica Financial Services since 2009. In addition to advisory work, she is involved in the sale of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-driven investment strategies supported by third-party asset managers and custodians.

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.

Danette Simmons is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Rhonda Bruno is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 1989 and joined Merrill Lynch in 2007. Rhonda holds a Bachelor of Arts degree in Business from Southeastern Louisiana University and carries the Personal Investment Advisor (PIA) designation. Rhonda specializes in managing retirement income strategies and assisting clients with special needs family members. She supports clients in establishing long-term financial goals and implementing customized wealth strategies across areas such as wealth management, retirement planning, portfolio development, college education planning, equity compensation services, family wealth management, legacy planning, LGBT wealth planning, liquidity management, and women and wealth. Outside of her professional activities, Rhonda resides on the Mississippi Gulf Coast where she spends time with her three children. She is involved with Our Lady of the Gulf Catholic Church and enjoys outdoor activities including fishing, gardening, scuba diving, volleyball, and walking on the beach.

Romualdo Gonzalez III is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a broad range of investment programs supported by firm-approved planning tools and models.

Rebecca Laiche is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. She has worked at Raymond James & Associates since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Val Vogel Jr. is a financial advisor with LPL Financial holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 42 years of industry experience. He has worked at LPL Financial since 2021 and previously spent seven years with VOYA Financial Advisors. Vogel has operated Burns, Vogel and Associates since 1983. 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 provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Danica Ansardi is a ChFC®-designated financial advisor at Cetera with 34 years of industry experience. She has held roles at Cetera and its affiliated entities since 2025, and previously worked for Concourse Financial Group Securities Inc for over two decades. Outside of finance, Ansardi is involved in local oyster cultivation as president of several oyster companies and serves in leadership roles on community and nonprofit boards, including Westbank Industrial Association and West Jefferson Medical Center Foundation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering both discretionary and non-discretionary portfolio management and financial planning services. The firm supports extensive program options and has over 10,000 advisors managing assets exceeding $256 billion.

Gregory Sabala is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase, Bank of America, Merrill, and other financial firms. Outside of his advisory role, he has engaged in seasonal labor at the Iowa State Fair. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services utilizing Wells Fargo's research and tools, with tailored recommendations delivered through meetings and client summary letters.

Frank Briseno IV is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and Nettworth Financial Group. Outside of his advisory work, he owns a sole proprietorship related to a Disney Vacation Club contract primarily used for his family. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across multiple investment types.

Maurice Carr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Gretna, LA. Outside of his advisory role, Carr works as a soccer referee in the local River Ridge area during the soccer season. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Gagliardi is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and was previously with Citigroup Global Markets. Outside of his advisory role, he is involved in lacrosse coaching and nonprofit activities, including coordinating teams and tournaments for several Louisiana lacrosse organizations and serving as a board member and treasurer of a local homeowners association. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment programs and financial planning strategies.

Alex Perdomo is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked at Siemens Industry and Bernhard MCC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Austin Aucoin is a financial advisor at Edward Jones with seven years of industry experience. He has held previous roles at Johnson Rice & Co. and Louisiana State University. Aucoin holds a Series 66 designation. 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 nationwide network of financial advisors and branch offices.

Joseph Bonavita III is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding the Series 63 and Series 65 designations and with 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent ten years at Capital One Securities. Outside of his advisory role, he serves on the board, executive committee, and finance committee of the Louisiana Children's Museum and is the assistant treasurer. He is also a partial owner of a fishing camp through Trout and Teal Club LLC. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Harold Tabb Jr. is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he serves on homeowners associations’ boards in Telluride, CO, and Destin, FL, participating in community decision-making. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of financial planning, portfolio management, and capital markets services.