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.

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.