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 27 years of industry experience. He previously worked at Merrill from 1999 to 2006 before joining LPL Financial, where he has been since 2006. He is involved with several business entities connected to his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad non-advisory financial services network.

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 branches of Fidelity since 2016, as well as at UBS Financial Services earlier in her career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles to several registered investment companies and fund-of-funds.

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 33 years of industry experience. He has worked with LPL Financial since 2006 and was previously with Morgan Keegan & Company, LLC from 2004 to 2006. Outside of his advisory role, Martin is involved in agricultural business activities through Martin Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and advisor tools to support discretionary and non-discretionary strategies.

Matthew Olivio is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and began his career in financial services in 2025. Prior to joining Raymond James, Olivio was involved with the Louisiana Lacrosse Academy and has a background that includes roles at Louisiana State University, St Philip Neri School, and Brother Martin High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports various advisory programs through a large network of advisors.

Brandon Roth is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Texas Capital Bank and TCBI Securities. His background also includes roles in education at Louisiana State University and St. Martins Episcopal School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and 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.

Michael Mechler is a CFP® professional with eight years of industry experience, currently serving at Cetera since 2022. He has a background at Hancock Whitney Bank and Hancock Whitney Investment Services, where he also manages financial planning operations. Based in New Orleans, LA, Mechler holds the Series 63 designation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management, financial planning, and consulting services through a multi-manager platform with access to various program structures and third-party managers.

Michael Cadres is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2026, following a prior tenure at New York Life from 2019 to 2026. Before entering the financial sector, he was involved with B&G Crane Service, LLC from 2012 to 2019. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommendations.

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.