Matthew Person is a financial advisor with Cambridge Investment Research Advisors, holding over 27 years of industry experience. He has been with Cambridge since 2021 and has a background that includes operating his own CPA professional corporation since 1996 and involvement in multiple business entities. Outside of advising, he owns and manages a tax service firm and has experience as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms.

Glenn Riches is a financial advisor with Primerica Advisors in Metairie, LA, holding 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Michael Zatarain is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Outside of finance, he has been involved with Crescent City Gymnastics and U.S. Gymnastics for several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program.

Burke Echelmeier is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities, LLC and New York Life Insurance Company, as well as involvement with Bourbon's Best Events. 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 strategies supported by a large national network of financial advisors and branch offices.

Gregory Corso is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and Regions Bank since 2018 and was previously with Capital One Investing, LLC from 2017 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to model portfolios, third-party managers, and custom strategies.

Michael Hanley is a financial advisor with Edward Jones and holds Series 63 and Series 66 credentials. He has 35 years of industry experience, having been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Clayton Sanford is a financial advisor with Primerica Advisors, holding a Series 65 credential and 23 years of industry experience. His work history includes roles at multiple healthcare institutions and investment firms, including Pfs Investments Inc and Primerica Financial Services since 2002. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

William Clements is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns and manages a private property management business, Irish Channel Property Management. J.P. Morgan Securities 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 delivers these services through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Anthony Hagstette is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory work, he has operated a remodeling company since 1970. Primerica Advisors provides 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 employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Arunthavarani Thiyagarajah is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and concurrently owns Art Business Services, LLC, a tax preparation business. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial services through Pershing.

Dylan Favre is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include working at Gregory Ricks & Associates and involvement with the American Medical Student Association. 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 of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

Michael Gautreau is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Metairie, LA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Hymel Jr. is a financial advisor at Edward Jones in Laplace, Louisiana, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hymel serves as President of the Belle Terre Lakes Homeowners Association, is a member of the Riverside Academy School Board Reserve, and has a minor ownership interest in Hymel's Florist LLC, where he helps with organizing and deliveries on select occasions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Raymond Gandolfi is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corporation, Inc. for 19 years. Gandolfi is also a statutory agent involved with fixed annuities and life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management.

Nolan Schexnayder is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 39 years of industry experience. He has a long history of working at firms including Avantax Advisory Services and Schexnayder Financial, where he has been active since 2004. Outside of his advisory work, he serves as board member and treasurer of the River Road Historical Society and is involved with the Carrollton Carnival Club in New Orleans. 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 retirement services and operates a multi-manager platform with discretionary and non-discretionary accounts across multiple program structures.

Tevis Vandergriff is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 25 years of industry experience. He has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1998. Outside of finance, he has operated Vandergriff Plastering since 1975 and works as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of the investment models offered.

Charles Hirling Jr. is a financial advisor with Cambridge Investment Research Advisors in Metairie, LA, and holds a Series 63 designation. He has 27 years of industry experience, including roles as a CPA tax consultant and managing member of Hirling Financial Group, LLC. Hirling has also served as an executor for multiple estates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using various portfolio management strategies and platforms.

Kyle Bergeron is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Braid Logistics/DHL Global Forwarding, TCI Packaging, Inc., North American Onsite, and BLG Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Kevin Reugger is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Salomon Smith Barney Inc. alongside his ongoing roles at Jpmorgan Chase Bank, N.A. Outside of his advisory work, he is also involved in managing rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select team of Wealth Advisors.

Jeffrey Holtzclaw is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Hancock Whitney Bank, and Dorsey & Company Inc. He joined Cetera in 2022 and is based in Kenner, LA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.