Jeffery Wylie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has also operated his own business since 1980. Outside of his advisory work, he serves as a board member at Southstone Church and is involved in employee benefit consulting and real estate ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody arrangements and both proprietary and third-party investment strategies.

Willis Hetler is a financial advisor at Cetera with Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Cetera Investment Services since 2013 and also has experience with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Randy Kinchen is a Certified Financial Planner® with over 43 years of industry experience. He has been with LPL Financial since 2003, with a brief tenure at Cetera Investment Services LLC in 2009-2010. In addition to his advisory work, he holds CPA and bookkeeping credentials and has engaged in accounting and tax preparation activities. 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, and access to third-party asset management, supported by a large network of investment adviser representatives.

Keith Naccari is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over 11 years of experience at Sternberg, Naccari & White LLC. He has been with MassMutual Life Insurance Company and MML Investors Services LLC since 2025. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative annual planning processes supported by software tools and offers specialized programs including divorce planning and estate-settlement services.

Benjamin Brown is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Cetera, Hancock Whitney Bank, and Bank of America. Outside of finance, he is involved as a performer with The Box Office Giants, a musical group that plays regularly in the Covington, Louisiana area. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Christy Pizani is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and futures commission merchant registrations, delivering a range of investment management and brokerage capabilities.

Connie Sousa is a Series 66-credentialed financial advisor at Edward Jones with four years of industry experience. She has been with Edward Jones since 2007, including her current role starting in 2023. Outside of her advisory work, Sousa manages a martial arts school in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, corporate, and charitable clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Donald Riley III is a financial advisor with Cetera in Hammond, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including over two decades at Hancock Whitney Bank and investment services roles since 2005. Riley has been with Cetera and Cetera Investment Services LLC since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios with discretionary and non-discretionary options.

Tyler Gugliuzza is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Covington, LA. Outside of his advisory role, he is involved with TLGCS Development, LLC, a real estate office rental business in Madisonville, LA. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Alan Bender Jr. is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 34 years of industry experience. He has held prior roles at Avantax and Cambridge Investment Research and serves as a partner and vice president of Retirement Strategies Group, LLC, which administers qualified retirement plans. He also works with CoSource Financial Group, focusing on qualified plans and financial planning for individual clients. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Carter Chotin is a financial advisor with LPL Financial based in Covington, LA, holding a Series 65 credential and 17 years of industry experience. His prior work includes over a decade with MML Investors Services Inc and MassMutual. He is also involved in non-variable and property and casualty insurance through the Erwin Insurance Agency and Sterling Bridge Insurance Agency. 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 and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Daniel Texada is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he currently serves as owner of Texada Energy LLC and as a board member for Partners in Giving Charity, which organizes an annual charity golf tournament. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager platform through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services.