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.

Gregory Vogel is a financial advisor with LPL Financial who holds a Series 66 designation and has 12 years of industry experience. He has worked with LPL Financial since 2021 and was previously with VOYA Financial Advisors from 2014 to 2021. Vogel has also been involved with Burns, Vogel and Associates since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Tina Wilson is a financial advisor with Primerica Advisors in Gretna, LA, holding 16 years of industry experience. She has been with Primerica Advisors since 2008 and has also worked with Primerica Financial Services since 2007. In addition to her advisory role, she receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with a wrap-fee structure, focusing on individual rather than institutional portfolio management.

Bryan Bruno is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securian Financial Services and Minnesota Life, and he is currently involved with BBMC, LLC and Compass Capital Management. Outside of his advisory work, he serves as President of the St. Philip Neri Men's Club and is a board member of the Over the Mountain Athletic Club. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with both discretionary and non-discretionary program options.

Thomas Linn is a financial advisor with Ameriprise in Kenner, LA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working with clients’ advisors.

William Mann Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, and offers a range of financial planning, advisory, and consulting services typically delivered through non-discretionary relationships.

Nicolas Morcos is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and two years of industry experience. He has worked at Cetera and its affiliated entities since 2024 and has eight years of experience at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across multiple program structures.

Don Raymond Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at TIAA-CREF, Tiaa, and JP Morgan Securities LLC. Outside of advisory work, he is involved in operations management for a business ownership venture unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Virginia Cruanes is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 14 years of industry experience and has also been affiliated with Jpmorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services.