Tyler Spence is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Raymond James, Wells Fargo Advisors, and Edward Jones. Outside of finance, he works as a fitness instructor at CLUB4 Fitness. 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 recommendations.

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 with LPL Financial, holding a Series 66 license and 18 years of industry experience. Prior to joining LPL Financial in 2025, Landry worked at NEXT Financial Group, Cetera, Regions Bank, MSI Financial Services, and Chase Investment Services Corp. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Clinton Coldren is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Raymond James Financial Services and IMPERA Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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 with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at PRUCO Securities, LLC. from 2009 to 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Ryan Alfonso is a financial advisor at Ameriprise with Series 66 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and previously had roles at MR Pittman LLC and JL's Place. The firm, Ameriprise Financial Services, serves individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Michael Risener is a financial advisor with Cetera in Gretna, LA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Hancock Whitney Bank, W&S Brokerage Services, Western and Southern Life, and Pruco Securities LLC. He was also involved with Vapor Solutions LLC from 2015 to 2023. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a variety of program structures and investment options, with over 10,000 advisors and $256 billion in assets under management.

Carson Doles is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Truist Investment Services, Pinnacle Wealth, and other firms. His background includes a five-year tenure at Millsaps College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.

Kim Nguyen is a financial advisor with Edward Jones in Gretna, LA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Nguyen worked in dental-related roles, including at James J Young III DDS and LSU Health New Orleans School of Dentistry. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mark Heller is a CFP®-certified financial advisor with 39 years of industry experience, currently with RBC Capital Markets since 2025. He previously worked at UBS Financial Services Inc. for 17 years. Heller serves on the board and executive committee of the Jewish Federation of Greater New Orleans as Treasurer and is involved with several charitable foundations, including the New Orleans Rotary Foundation and the Jewish Endowment Foundation of Louisiana. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers customized investment strategies through various advisory programs, combining in-house and third-party managers to provide portfolio management, financial planning, and brokerage services.

Christopher King is a financial advisor with Ameriprise Financial Services in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior firms include J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory role, he serves as a trustee and operates an independent insurance brokerage. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual, written retirement-income planning tailored to dependable income and tax-aware withdrawal strategies. The firm’s service involves collaborative, non-discretionary implementation supported by investment research and algorithmic tools.

Cerisa Merced is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2004, she has focused on supporting high net worth individuals, their families, and businesses in achieving their financial goals. Cerisa works to simplify her clients' financial lives by offering access to Merrill's investment insights alongside the banking services of Bank of America, developing customized strategies for estate planning, investments, wealth transfer, and retirement income. Cerisa holds a Bachelor's degree in Communications from Arizona State University and a Master of Business Administration from Ottawa University. She possesses FINRA Series 7 and Series 66 registrations, Life and Variable Annuity Insurance licenses, the CERTIFIED FINANCIAL PLANNER® certification, and the Sports & Entertainment Accredited Wealth Management Advisor™ professional designation. Originally from Oxnard, California, Cerisa has been based in the Greater New Orleans area for more than a decade. Outside of her professional responsibilities, she engages in activities such as basketball, billiards, bowling, dancing, reading, singing, swimming, traveling, yoga, and spending time with family. She is involved in community organizations including the Greater New Orleans Inc. NextGen Council, the Advocacy Center of Louisiana's NOLA Disability Pride Festival, Alpha Kappa Alpha Sorority, Friends Helping Kids, Habitat for Humanity, Second Harvest Food Bank, Son of a Saint Organization, and the Youth Empowerment Project.

Chris Geston is a financial advisor with UBS Financial Services in New Orleans, LA. He holds a Series 63 designation and has 38 years of industry experience, including 20 years at UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its comprehensive platform.