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.

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.

Jennifer Davillier Mcgowan is a financial advisor with Merrill, holding a Series 66 designation and over 24 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000 and is also associated with Bank of America. Outside of her advisory role, she owns Freedom Consulting, an LLC based in New Orleans, and serves as a board member and officer at The Willow School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Tyler Hatrel is a financial advisor at Edward Jones in Metairie, LA, holding CFP® and Series 66 credentials with nine years of industry experience. He has been with Edward Jones since 2015. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robin Platt is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cetera in 2022, Platt worked at Hancock Bank and Hancock Investment Services, Inc. Since 2013. Outside of his advisory role, he is co-owner of 63 Designs, LLC, and serves as co-trustee and co-guardian for family-related responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors and serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and unaffiliated investment options tailored through various program structures.

Judy Calamusa is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Bradley Hirling is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and totaling 16 years of industry experience. He has been affiliated with Cambridge Investment Research since 2016 and is also the owner of Hirling Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Wimberly Mccoy is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Danielle Stubbs is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked previously at The Hackett Robinson Tobe Group and in various roles including at the University of New Orleans and LSU Health. Outside of advising, she has experience managing operations at Cafe 615 Home of Da Wabbit. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.