Monica Cassara is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked in several roles, including positions at Quail Hollow Club, Churchill Downs Racetrack, Pebble Beach Company, Augusta National Golf Club, and Joseph M. Cassara D.D.S. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and approved planning tools, serving clients through both direct and employer-sponsored agreements.

Ann Ewin is a CFP®-designated financial advisor with LPL Financial, based in Metairie, LA, and has 42 years of industry experience. She has been associated with Linsco Private Ledger Corp. since 2006. Outside of her advisory work, she is involved with a personal business entity, Ann A. Ewin, LLC, and spends part of her time in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment strategies.

Wellington Brannon is a Series 63 licensed financial advisor with Primerica Advisors in New Orleans, LA, where he has worked since 1987. He has 39 years of industry experience and has also been associated with Primerica Financial Services since 1986. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while providing a tiered wrap fee structure.

Charles Lodriguss is a financial advisor with Thrivent Investment Management in Harvey, LA, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses across various financial topics, with options to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Tonya Gatt is a Financial Advisor at Merrill Lynch Wealth Management. She provides a comprehensive range of financial services centered on investments and is dedicated to caring for her clients. Tonya focuses on understanding each client's unique goals and priorities to develop personalized financial strategies that align with their needs. Her professional experience includes managing wealth for clients in New York City, having worked at Merrill Lynch Wealth Management at Rockefeller Plaza and previously at JP Morgan Chase. With over ten years of experience in philanthropic giving and endowment management, Tonya has worked with institutions such as Tulane University, Catholic Charities Archdiocese of New Orleans, and the United Way of Greater New Orleans. Her expertise encompasses areas including education planning, services for endowments and non-profits, philanthropic planning, women and wealth, and tax minimization. Tonya holds a Bachelor's degree from Louisiana State University and a Master's degree from Tulane University. She has earned the Personal Investment Advisor (PIA) designation. Outside of her professional activities, Tonya enjoys antiquing, gardening, interior decorating, and woodworking.

Derick Houston Jr. is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and K D Nola LLC. He also serves as an adjunct instructor at Tulane University, teaching online courses outside of his advisory work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research and analytics into its investment approach and offers both brokerage and advisory solutions.

Anna Brouillette is a financial advisor at Edward Jones in Metairie, LA, holding the Series 66 designation with one year of industry experience. Her prior work includes roles at Grace Yoga on Highland and the Louisiana State University Library. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions through a large national network of financial advisors.

Tyler Spence is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Raymond James for four years, Wells Fargo Advisors for five years, and Edward Jones for one year. Outside of his advisory role, he is also a fitness instructor at CLUB4 Fitness. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Keator is a financial advisor with Raymond James Financial in Metairie, Louisiana, holding a Series 66 designation and 17 years of industry experience. He has been associated with Raymond James Financial and its related entities since 2011 and has worked with Financial Consulting Group, Inc. since 2014 in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports both advisory programs and institutional portfolio management.

Brittany Hall is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2013, based in New Orleans, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Donnas Landry is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, Landry worked at NEXT Financial Group for seven years and held roles at Cetera and Regions Bank. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives, offering financial planning, advisory programs, and retirement consulting. The firm provides discretionary and non-discretionary management using model portfolios and research from various sources, alongside additional services such as overlay portfolio management and direct indexing.

Clinton Coldren is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation and the Series 66 license. His career includes roles at Raymond James Financial Services, IMPERA Wealth Management, and Financial Consulting Group. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research support.

James Goudeau is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Rentokil North America, Terminix, and CBRE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Warner is a financial advisor at Merrill Lynch Wealth Management who collaborates with clients and their families to develop personalized financial strategies aimed at meeting their financial objectives. He employs a structured process that begins with an initial discovery meeting to understand clients' priorities, financial situation, goals, and investment experience. Based on this information, he constructs and implements comprehensive wealth plans tailored to clients' needs, with ongoing reviews to ensure progress toward their goals. Nicholas's expertise encompasses college education planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Certified Financial Planner (CFP) designation, is a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Davenport University and completed an accredited certificate program through the Louisiana State University System. Outside of his professional role, Nicholas enjoys adventure sports and spending time with his family. He and his wife, Erin, live in Oak Harbor with their three children. They engage in activities such as golfing, boating, grilling, and traveling, including downhill skiing and beach trips to the Gulf Coast.

Robert Dugas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2023. In addition to his advisory role, he owns and operates RJ Dugas CPA, providing bookkeeping and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by a large network of advisors and a diverse range of investment solutions.

David Briley is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. His prior work includes 13 years at Avantax Investment Services and related entities, and he has operated his own accounting and tax preparation services since 1984. Briley is also involved with Charles P Dennis Jr., CPA, providing tax and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various program structures and investment strategies.

Andrea Toro is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked for LaPorte CPAs and Business Advisors for eight years and was involved with French 75 Events LLC from 2019 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Mccabe Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2013. Based in New Orleans, LA, he provides advisory services as part of a large institutional firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that range from personalized financial plans to corporate financial planning agreements.

Ryan Alfonso is a financial advisor with Ameriprise in Metairie, LA, holding a Series 66 credential and three years of industry experience. He has worked at Ameriprise since 2021 and previously was involved with MR Pittman LLC and JL's Place. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Gregory De Santo is an advisor at Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has been with MassMutual and its subsidiary since 2026. Prior to entering the financial industry, he worked in various roles including at Rock's Tire and Auto and the New Orleans Police Department. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to develop written recommendations tailored to clients’ goals.