Chad Nugent is a CFP® professional with 21 years of experience in the financial industry. He is currently with Ameriprise and Bonvenu Investment Services, having previously spent 17 years at LPL Financial. Nugent serves on the Jefferson Parish School Board and holds positions on the NOEL and JFT Health and Welfare Boards. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendations, delivered through a centralized consulting team in partnership with client advisors.

Karli Descant is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked in various roles including positions at the LSU School of Veterinary Medicine and the University Club prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Randy Brunet is a financial advisor with Cetera who holds the PFS™ and Series 63 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and also owns Brunet Wealth Management, a financial services firm he has operated since 2015. Additionally, he owns a CPA practice providing tax preparation and accounting services since 1984. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with a broad range of investment program options.

Roland Doubleday is a Certified Financial Planner® at Cambridge Investment Research Advisors with 30 years of industry experience. He has been with Cambridge Investment Research since 2007. Doubleday serves as Vice President on the board of Assisted Outpatient Treatment of New Orleans, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients, including individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Michael Thiery is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, and previously held positions at LPL Financial and Gulf Coast Bank and Trust from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Benjamin Haase is a financial advisor with LPL Financial in Metairie, LA, holding a Series 66 credential and two years of industry experience. He previously worked at Raymond James Financial and Edward Jones. Outside of advising, he has held administrative roles at Impera Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management across various investment strategies.

Megan O Brien is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was affiliated with the New Orleans Saints and engaged in various roles including work at Loyola University New Orleans and American All Star. She also has experience in photography through Romaguera Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Karen Saboe is a Series 66-credentialed financial advisor at Edward Jones with four years of experience. Her prior work includes roles at HMS Schaefer Group and Professional Security Training, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Leonard Labiche Jr. is a financial advisor with LPL Financial in New Orleans, LA, holding a Series 66 credential and bringing 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with multiple business entities related to wealth management and private wealth services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

James Haas IV is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with PFS Investments Inc. since 2022 and was previously with SWERVE LLC. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

David Butscher is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 supported by firm-approved tools and market models.

Paul Schneider is a Series 63 licensed advisor with Primerica Advisors in Metairie, LA, where he has worked since 1994. He has 31 years of industry experience and previously worked with Primerica Financial Services starting in 1993. Outside of advisory work, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Emily Mallick is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios derived from mutual funds, ETFs, and ETPs.

Andre Leblanc is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. He previously worked at Iron Horse Financial for one year and has an academic background from Louisiana State University and Catholic High School. 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 written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lawrence Jouet Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he owns a tax and accounting firm, Tax Help NOLA LLC. Outside of his advisory work, Jouet is president of a photography studio and serves as treasurer for the St. Rita Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Hollis Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he is involved with Martin Farms, a farming business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support various investment strategies.

Brandon Roth is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Texas Capital Bank and TCBI Securities, along with earlier experience at Louisiana State University and St. Martins Episcopal School. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored advisory services using analytical tools and risk profiling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sara Mayeux is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She previously worked at UBS Financial Services from 2016 to 2020 before joining Merrill in 2020. Outside of her advisory work, she teaches mahjong and serves on the regional board of Hadassah Southern Region, focusing on programming for young women. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Christopher Patch is a financial advisor with Cetera in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. He previously worked at J.P. Morgan Securities Inc and J.P. Morgan Chase Bank, and he is the owner of Meyer's Lemonade LLC, a mobile food vendor. At Hancock Whitney Bank, he serves as a private banker for wealth management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through multiple program structures and access to third-party money managers.

Kirk Delaune is a financial advisor at Edward Jones in Metairie, LA, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.