Monika Crossley is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience, including roles at Cambridge Investment Research Advisors since 2015 and Guardian Life Insurance Company of America since 2011. Outside of her advisory work, she serves as volunteer secretary for FLASH GNO Homeschool Central, a scholastic organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Bernard Tessitore is a CFP® professional with 36 years of industry experience. He currently works at Equitable Advisors and was previously with Stifel Independent Advisors, LLC for 22 years. Based in New Orleans, LA, he holds Series 63 and Series 65 licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach centers on assessing client risk tolerance and matching them to appropriate program models or discretionary managers, utilizing a range of investment options including mutual funds, ETFs, and alternative investments.

Mary Sewell is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James & Associates since 2017 and worked at Raymond James from 2015 to 2017. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lane Fournier is a financial advisor with Primerica Advisors who holds 31 years of industry experience. His professional background includes roles at LH Marine Services Inc. and founding LH Fournier & Associates. He also has involvement in selling home security and automation products through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Andrew Fallo is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009, following nine years at Merrill. In addition to his advisory role, he is involved in consulting through his business ownership of ARF Management LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Sedrick Thomas is a Series 63 licensed financial advisor with Primerica Advisors in Metairie, LA, where he has worked since 1995. He has 39 years of industry experience, including prior work with Primerica Financial Services dating back to 1983. Thomas serves on the board of directors for Primerica's African American Leadership Council and is involved in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Sandra Gibson is a financial advisor at Cetera with 38 years of industry experience. She holds the PFS™ and Series 63 designations and previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Additionally, she operates a tax preparation and accounting business as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Anthony Ramos is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Ramos also has experience affiliated with the University of New Orleans and the University of Alabama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Carolyn Jacque is a financial advisor with Primerica Advisors, holding 32 years of industry experience. She has worked with PFS Investments Inc. since 2012 and has been involved with Enterprise Eleven LLC since 2008, alongside a tenure at Primerica Financial Services beginning in 1988. Outside of her advisory roles, she serves as Treasurer for the Ralph J. Burche, Jr. School Alumni Association and is a member of the Tree Board for District 1 of Kenner, Louisiana. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

William Hrapmann Jr. is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera since 2025. He has previously worked at LPL Financial and Cetera Advisor Networks and has operated his own firm, Invest + Wealth Advisors, Inc., since 1993. Outside of his advisory work, he is an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, managing over $256 billion in assets across more than 10,000 advisors.

Jessica Marasco is a financial advisor with Edward Jones in New Orleans, LA, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and has prior experience at Clipper Magazine and Renaissance Publishing/New Orleans Magazine. Marasco is also a part owner of Stained Glass Wine House, a wine bar in Gretna, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Lori Lacoste is a Series 66 registered financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she operates an independent health coaching business focused on weight loss programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Cristian Archaga is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously held roles at Hancock Whitney Bank and New Orleans Resources For Independent Living, Inc. J.P. Morgan Securities LLC 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with additional brokerage and investment management capabilities.

Jacob Timothy IV is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Hancock Whitney Bank and Cetera before joining LPL Financial. He currently offers investment products and services under the trade name First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model and wrap programs, and retirement plan consulting, supported by proprietary and third-party research.

Homer Minshew III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of representatives offering various advisory programs and financial planning services.

Craig Accardo is a financial advisor with OSAIC in Metairie, LA, holding a Series 63 designation and bringing 28 years of industry experience. Prior to joining OSAIC in 2023, he spent 19 years at FSC Securities Corporation. In addition to advisory work, he is also involved in insurance sales. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services with a focus on utilizing asset-allocation tools and various investment platforms.

Glory Toups is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. She has worked at MassMutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 22 years. In addition to her advisory role, she operates as an independent insurance agent specializing in life, accident, health, dental, and group disability income coverage. MassMutual Investors Services is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning and event-driven services such as divorce and estate settlement planning.

Debbie Hughes is a financial advisor with Edward Jones in Harahan, LA, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive advisor and branch network, affiliated investment capabilities, and a fiduciary standard in its advisory services.

Cole Gautreau is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021, following prior experience at Amramp and time as a full-time student. Outside of his advisory role, he has helped with hospitality events in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary investment products.

Belinda Batiste is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 11 years prior to joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.