Glenn Gillen Jr. is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked with Viator Wealth Management Group and held roles in educational institutions including Loyola University New Orleans and Jesuit High School. Outside of Cetera, Glenn is involved with Compass Capital Management, providing financial services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Rodolfo Zamora is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2018, following roles at INVEST Financial Corporation and Transamerica Financial Advisors. Outside of advisory work, he is involved in an insurance agency role focused on life, long-term care, disability insurance, and fixed annuities, and he owns a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Robert Folse is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He previously worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. Outside of his advisory role, he is involved in strategic planning and graphic design through his consulting work at Design the Planet. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset management, offering both discretionary and non-discretionary investment strategies supported by advisor-facing tools.

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 CFP®-certified financial advisor with 28 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Merrill from 1999 to 2004. Broussard is also 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 a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

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 at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she worked for over a decade at Trinity Church and School. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Gordon Brown is a CFP®, ChFC®, and Series 63 registered advisor with Edward Jones, where he has worked for 30 years. He has 46 years of industry experience. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products, operating under a fiduciary standard.

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 at Cetera with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory work, he owns and operates an accounting and tax preparation business under his CPA practice, which he has managed since 1985. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Johnny George is a financial advisor with Equitable Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors since 1999 and also operates a financial consulting business that includes preparing income tax returns. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Ricky Hu is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade before joining Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized operational infrastructure with multi-asset model portfolios and due diligence on alternative investments.

Brandi Carr is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, BankPlus, and Regions Bank. Carr is based in New Orleans, LA. Morgan Stanley Wealth Management offers a range of advisory programs serving both individuals and institutional clients, with a focus on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services without offering individual security recommendations as part of its standalone planning.