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.

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 in Madisonville, LA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he serves as a trustee and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, with an emphasis on assets held in Ameriprise-managed accounts.

Cerisa Merced serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she focuses on assisting affluent families, retirees, and businesses with sustaining, managing, and stewarding wealth across multiple generations. She aims to help clients make informed financial decisions and work towards a secure financial future. Since joining Merrill Lynch Wealth Management in 2004, Cerisa has worked with high net worth individuals, their families, and businesses to develop strategies aligned with their short and long term financial goals. She provides access to investment insights from Merrill and banking resources from Bank of America. Cerisa's services include estate planning, investments, wealth transfer, retirement income planning, and portfolio management, with attention to clients' unique circumstances and preferences. Cerisa holds a Bachelor of Arts degree in Communications from Arizona State University and an MBA from Ottawa University. She has earned FINRA Series 7 and Series 66 registrations, Life and Variable Annuity Insurance licenses, and holds the CERTIFIED FINANCIAL PLANNER® certification and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. A native of Oxnard, California, she has lived in the Greater New Orleans area for over a decade and is involved in community organizations such as the Greater New Orleans Inc. NextGen Council, Advocacy Center of Louisiana, and Habitat for Humanity. Outside of work, she enjoys activities including basketball, billiards, bowling, dancing, reading, singing, swimming, traveling, yoga, and spending time with family.