Michael Mechler is a CFP® with seven years of industry experience, currently affiliated with Cetera in New Orleans, LA. He has worked at Cetera and its related entities since 2022 and previously held positions at Hancock Whitney Investment Services and Hancock Whitney Bank dating back to 2007. In addition to his advisory role, he manages financial planning operations for Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and various program structures designed to accommodate both discretionary and non-discretionary client needs.

Michael Cadres is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at New York Life for seven years. Prior to his career in finance, he was involved with B&G Crane Service, LLC for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Alexandra Theriot is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she held positions including part-time in-home nanny and work at Country Day School of Baton Rouge. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Evan Gomes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Evan works closely with clients to develop personalized financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from Tulane University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Evan enjoys baseball, basketball, football, golfing, spending time with his family, and watching movies.

Luis Ortiz is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and JPMorgan Securities LLC. Outside of his advisory role, he is the member manager of Crescent Connections LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Andrew Holman is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2020, he spent seven years at Merrill. Outside of his advisory role, Holman is a partner in S.S. Pompano LLC, a holding company for a 33-foot sailboat. 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Glenn Gillen Jr. is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include positions at Viator Wealth Management Group and Cetera Wealth Services, as well as teaching positions at Loyola University New Orleans and Jesuit High School. He is also involved with Compass Capital Management, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Rodolfo Zamora is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He joined LPL Financial in 2018 after two years at INVEST Financial Corporation. Outside of advisory services, he is the owner of Ben Zamora LLC, a business entity used for tax and investment purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Robert Folse is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. Before joining LPL Financial in 2017, he spent 16 years at National Planning Corporation. In addition to his advisory work, he has been involved with Design the Planet since 1998, providing strategic planning, graphic design, and brand marketing consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Robert Noel is a financial advisor at Morgan Stanley based in New Orleans, LA. He holds a Series 66 designation and began his advisory career in 2025 after completing several years of full-time education and experience in other industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery processes and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services without offering individual security recommendations within its standalone planning programs.

Brian Broussard is a Certified Financial Planner® with 28 years of industry experience, currently affiliated with LPL Financial since 2004. He serves as an adjunct professor at Tulane University’s A.B. Freeman School of Business, teaching courses related to equity investing and portfolio management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial services, utilizing model portfolios, third-party research, and technology-driven approaches.

Samuel Pyanov is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, with prior roles at Wells Fargo Clearing Services and Axa Advisors. Outside of his advisory work, he co-founded Noviq LLC, a pharmaceuticals company, and owns Manage South LLC, which works on aircraft. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Adam Stierwald is a financial advisor at Edward Jones in Metairie, LA, with 12 years at the firm and a total of 10 years of industry experience. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Hamilton Martin is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Corrinne Mestayer is a financial advisor with Merrill in New Orleans, LA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Merrill and Bank of America, she spent 13 years at Trinity Church and School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Springer is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Kyle Delaune is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Cumberland University, Eddie Bauer Inc., and Northwestern Mutual. Outside of his advisory role, he serves as an assistant wrestling coach at Brother Martin High School. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Frank Briseno III is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 19 years. Outside of advisory services, he is an insurance agent and a partner in Briseno Investments LLC, which owns a small office building. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Peyton Theriot is a Series 66-credentialed financial advisor with Edward Jones in Metairie, LA, having nine years of industry experience. He has been with Edward Jones since 2016. Theriot serves as secretary on the Archbishop Rummel Alumni Board and as treasurer for the Jefferson Children's Advocacy Center. 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 options supported by a nationwide network of financial advisors and branch offices.

Richard Reiser Jr. is a financial advisor with Cetera who holds the PFS™ designation and Series 63 and 65 licenses, bringing 20 years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and related entities for nearly two decades. He is also the owner of an accounting and tax preparation business operating since 1985. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.