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.

David Tuebner is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to develop tailored plans.

Maria Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 1992. Over her 32-year tenure, she has collaborated with families to develop financial plans aimed at achieving their goals. Her client focus areas include Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Managing New Wealth, Philanthropic Planning, Small Business Strategies, Women and Wealth, Tax Minimization, and Retirement Income. Maria holds a Bachelor's degree in Business from the University of New Orleans and holds the Professional Investment Advisor (PIA) designation. She is originally from New Orleans and remains active in the local community through volunteer work with the Louisiana Children’s Museum, the Preservation Resource Center, and the Junior League of New Orleans. She also serves on the Board of Trustees at Christ School and is a member of the Kappa Kappa Gamma House Board. Outside of her professional work, Maria enjoys fishing, football, hunting, knitting and crocheting, pottery, soccer, spending time with her family, and traveling.

Joseph Parker is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities before joining Merrill. Outside of his advisory role, he is a general partner and managing member of Alloway Partners, where he engages in property upkeep activities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-focused investment strategies, leveraging its affiliation with Bank of America and a broad capital markets platform.

Charla Bouchie is a CFP® with 33 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Belle Chasse, LA office. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver detailed recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cameron Mazoue is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he worked at Sher Garner Law Firm and held various roles including positions at Central Stat Care and Rouses Grocery Store. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Diana Matherne is a financial advisor with Ameriprise in Mandeville, LA, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise since 2016, including its affiliated entities. Outside of her advisory role, she serves as secretary for two consulting companies and is a member of the finance committee at North Cross Methodist Church in Madisonville, LA. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations that are reviewed annually.

Ashley Hitchcock is a financial advisor at Morgan Stanley in New Orleans, LA, with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2018. Her prior work includes roles at Axa Advisors, LSU Sustainability, and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and investment modeling to support client goals.

Zachery Meynard is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses, with two years of industry experience. His prior roles include positions at LCP Institutional, Cardea Capital, and Lakeview Capital Partners. 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 applying an ESG eligibility framework in its investment recommendations.

Austin Schulz is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and is concurrently employed in administrative roles at Charles Genois & Co. and Impera Wealth Management LLC, both located in Metairie, LA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized services such as municipal advising and SIMPLE IRA plan consulting.

Jose Aleman Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Charles Schwab. His background also includes roles outside the financial industry, such as positions at New Orleans Country Club and Resorts Casino Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm provides discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jeremy Callegan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at Avantax Investment Services and John Hancock prior to joining Cetera in 2025. Callegan serves as President of the Shaw Alumni Association, a volunteer role focused on coordinating events and supporting alumni activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services delivered via a multi-manager platform that includes affiliated and third-party model portfolios as well as customized investment strategies.