Robin Inman is a Series 66-licensed financial advisor with Edward Jones in Slidell, LA, and has 10 years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Kingsbery is a financial advisor with Thrivent Investment Management in Slidell, LA, holding Series 63 and Series 65 licenses with 10 years of industry experience since 2016. Outside of his advisory role, he handmakes and sells rosaries as a hobby and assists with breeding and selling Goldendoodle puppies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics without discretionary trading authority.

William Duncan Jr. is a Series 63 credentialed financial advisor with 31 years of industry experience, currently with Ameriprise in Mandeville, LA. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as a member and manager for Mansa Musa Partners and Mansa Musa Operations, entities involved in administrative and operational support activities unrelated to investment management. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing, tax-aware advice based on proprietary research and third-party data.

Anthony Bird is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at MML Investors Services, MassMutual Life Insurance, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios and third-party asset management.

Jeffrey Guillot is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at New York Life, Symmetry Financial Group, LLOG Exploration Company, Mesa Gulfcoast LLC, and Saratoga/ERG/Lobo. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Alan Knight is a financial advisor with Raymond James Financial in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James Financial Services since 2005 and Raymond James Financial since 2009. Outside of his advisory role, he owns ARJD Knight Properties, which manages the building housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and maintains a unique municipal advisory affiliation alongside specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Taunton is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was with CION Securities, LLC and Fs2 Capital Partners, LLC. Outside of his advisory role, he is a part owner of Taunton Farms, where he has minimal involvement in operational decisions. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process led by an Investment Policy Committee, utilizing quantitative and qualitative research to build diversified portfolios and implement risk management strategies.

Troy Macaluso is a CFP® with 30 years of experience in financial advising, currently with Ameriprise since 2020. He has been with Ameriprise Financial Services since 2005. Outside of advisory work, he is involved in managing administrative and operational aspects of shared office expenses and real estate operations through related business entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jason Navarre is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase, Vertical Anchor, and NorthWestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Rich is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and previously worked for Republic National Distributing Co for eleven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ovid Davis III is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked for six years at Liberty Mutual Insurance. He is also involved with ADLD Consulting, LLC, a family-run consulting business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Michael Romig is a financial advisor at Cetera with 38 years of industry experience. His career includes roles at LPL Financial, VisionPoint Advisory Group, and running Romig Capital Affiliates Corporation since 1999. He also consults with business owners through his firm, The Exit Advantage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

William Petersen III is a CFP® and CFA® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He formed an LLC in 2014 related to a land and building purchase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Chad Boisseau is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is associated with Lapis Enterprises Inc., a legal entity for his Ameriprise Team Practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Timothy Mc Kinley is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for ten years at Crescent Crown Distributing. Based in Slidell, LA, Mc Kinley focuses on serving clients through Edward Jones’ offerings. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and branch offices, providing a range of advisory programs, tax-efficient strategies, and affiliated investment products under a fiduciary standard.

Maurice Rouquette is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Western & Southern Brokerage Services. Outside of finance, he coaches soccer for Mandeville High School and the Mandeville Soccer Club. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with extensive program options and affiliations.

Thomas Vangeffen Sr. is a financial advisor with LPL Financial in Slidell, LA, holding a Series 63 designation and 39 years of industry experience. He previously worked at Raymond James Financial and has been involved with Van Geffen Group LLC and VG Properties LLC. Outside of his advisory work, he is a part owner of a restaurant business, 30ACAI, LLC, operating Playa Bowls in Rosemary Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services, including financial planning and third-party asset management.

Cynthia Thompson is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Raymond James Financial Services. Thompson serves as a public official on the Mandeville City Council and has contributed to LexisNexis publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on both discretionary and non-discretionary strategies.

Thomas Prude is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He worked at Merrill from 2000 to 2009 before joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.