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.

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.

Kevin Naquin Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan in various capacities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

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.