Shweta Verma is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Rebecca Sequeira is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she serves as board secretary and bookkeeper for the South Tangi Youth Soccer Association and is a corporate officer and 10% owner of Elite Engineering, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by internal and third-party research and various portfolio management options.

Edward Landry is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advisory services, he is also involved as an agent/broker in fixed insurance sales. 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 range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Harry Stumpf Jr. is a CFP®-certified financial advisor with 30 years of industry experience, currently with LPL Financial since 2009. He operates out of New Orleans, LA, and has an additional business activity under the DBA Clancy Stumpf & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering comprehensive financial planning and advisory programs supported by research and model portfolios.

Melissa Lilly is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at IberiaBank for seven years before joining UBS in 2018. Lilly holds a Series 66 designation and is based in New Orleans, LA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm offers a range of financial planning and portfolio management options, along with institutional trading capabilities and affiliated banking programs.

Clare Dawson is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 25 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 serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning using firm-approved tools and strategies.

Steven Fisher is a financial advisor with Mass Mutual Investors Services in New Orleans, LA, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1991. Outside of his advisory role, he is involved in life and health insurance sales and owns oil and gas mineral rights. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved software and collaborative, annual planning engagements.

David Nielsen is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 16 years with National Planning Corp. Nielsen is also the owner of Nielsen Marine Services LLC, a business unrelated to investment advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of advisers. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ellen Morvant is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Morvant is also the owner of E Morvant Holdings LLC, a business entity related to her advisory activities and partnership interests. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Robert Stern is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2005. In addition to advisory services, he offers property and casualty insurance through Stern & Associates, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Walter Teckemeyer is a financial advisor at Primerica Advisors with 32 years of industry experience. He has been with Primerica Advisors since 1993 and also has a long tenure with Primerica Financial Services beginning in 1990. Additionally, he has served with the U.S. Army Corps of Engineers since 1983. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed separate accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

William Tresca is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Craig Cheramie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include nearly three decades at Avantax Advisory Services and related entities. He serves on the board of the Louisiana Public Facilities Authority and participates in the St. Francis Xavier Church Finance Council. 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 independent financial professionals, utilizing both proprietary and third-party model strategies across various platform arrangements.

Michael Wimmer II is a CFP® with five years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has held prior roles at OneAmerica Securities, American United Life, and Lovell Government Services. Before entering the financial sector, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is the owner of Financial Warrior LLC. Mass Mutual Investors Services 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a variety of asset management programs and educational seminars.

Kenneth Aucoin Jr. is a CFP® with 25 years of experience in the financial services industry, serving at Edward Jones since 2001. He is based in Harahan, LA. Outside of his advisory role, he is involved with Paper Doll Promotions in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Bryan Gross is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Noto is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Planning Associates Wealth Management, Iberia Bank, Infinex Investments, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors strategies based on each client’s Advisory Risk Profile and utilizes a combination of in-house and third-party investment managers.

Gary Alfonso is a financial advisor with Ameriprise in Metairie, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has been with Ameriprise and its predecessor entities since 2005. In addition to his advisory role, he co-owns Alfonso and Associates LLC, a business that manages his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Larissa Petty is a financial advisor with UBS Financial Services in New Orleans, Louisiana, holding a Series 66 credential and nine years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she serves as Secretary and Member Relations officer for Crescent City Fae, a nonprofit Mardi Gras Krewe and social club. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies with institutional trading capabilities and a broad range of wealth management services.

Sheridan Tanner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with a goals-based wealth management process, specializing in cost and tax-efficient investing, liability management, and alternative investment strategies. Prior to joining Merrill Lynch, Sheridan worked in consulting for the oil and gas industry on projects in several countries, including Singapore, Malaysia, Russia, Vietnam, UAE, Qatar, Spain, and the United States. He also has experience in academia, having taught at the University of New Orleans and the Universidad de Salamanca in Spain. Sheridan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), and Certified Retirement Plan Specialist (CRPS). His educational background includes an MBA with concentrations in Finance and International Business and an M.A. in Romance Languages from the University of New Orleans, a Post-Graduate Diploma in International Business from the Grenoble Ecole de Management in France, and a Bachelor of Science in Business Administration (Economics & Finance) from Louisiana College.