Ricardo Thomas is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked for INVEST Financial Corporation for nine years. Outside of his advisory work, he manages a band and artists through TWA Entertainment and consults for Compassion and Choices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Austin Roussel is a financial advisor with LPL Financial, holding a Series 65 credential and starting his advisory career in 2026. He has prior experience in the insurance industry, including roles at Higginbotham Insurance and Eagan Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, model portfolios, and retirement plan consulting.

Anthony Hagstette Jr. is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 35 years of industry experience. He has been with Primerica Advisors since 1990 and is also involved in his family's remodeling and construction business. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Val Vogel Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at VOYA Financial Advisors for seven years and has operated Burns, Vogel and Associates since 1983. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from in-house research and third-party subadvisors.

Frank Briseno IV is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and Nettworth Financial Group. Outside of his advisory work, he owns a sole proprietorship related to a Disney Vacation Club contract primarily used for his family. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across multiple investment types.

Mark Schluter is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory work, he is also active as a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Adam Williams is a financial advisor with LPL Financial, holding 20 years of industry experience. He has been with LPL Financial since 2008. Outside of advisory services, he operates an insurance agency offering home and auto insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Kristi Tauzin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Diaz is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation and having entered the industry in 2026. He previously worked at Human Interest, Interstate Electronic Systems, Numotion, and Paychex Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,700 financial advisors.

Luke Hahn is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Depuy Synthes, Iqvia, Coating Services, Inc, and Metro Boating. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of over 23,000 financial advisors.

Colin Brunet is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation. He has one year of experience in the financial advisory field and previously worked for seven years at Paycom, along with prior roles in the fitness industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Lane Fournier is a financial advisor with Primerica Advisors who holds 31 years of industry experience. His professional background includes roles at LH Marine Services Inc. and founding LH Fournier & Associates. He also has involvement in selling home security and automation products through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Andrew Fallo is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009, following nine years at Merrill. In addition to his advisory role, he is involved in consulting through his business ownership of ARF Management LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Carolyn Jacque is a financial advisor with Primerica Advisors, holding 32 years of industry experience. She has worked with PFS Investments Inc. since 2012 and has been involved with Enterprise Eleven LLC since 2008, alongside a tenure at Primerica Financial Services beginning in 1988. Outside of her advisory roles, she serves as Treasurer for the Ralph J. Burche, Jr. School Alumni Association and is a member of the Tree Board for District 1 of Kenner, Louisiana. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

Homer Minshew III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of representatives offering various advisory programs and financial planning services.

Craig Accardo is a financial advisor with OSAIC in Metairie, LA, holding a Series 63 designation and bringing 28 years of industry experience. Prior to joining OSAIC in 2023, he spent 19 years at FSC Securities Corporation. In addition to advisory work, he is also involved in insurance sales. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services with a focus on utilizing asset-allocation tools and various investment platforms.

Cole Gautreau is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021, following prior experience at Amramp and time as a full-time student. Outside of his advisory role, he has helped with hospitality events in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary investment products.

Gregory Vogel is a financial advisor with LPL Financial who holds a Series 66 designation and has 12 years of industry experience. He has worked with LPL Financial since 2021 and was previously with VOYA Financial Advisors from 2014 to 2021. Vogel has also been involved with Burns, Vogel and Associates since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Charla Bouchie is a CFP® with 33 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Belle Chasse, LA office. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver detailed recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Tyler Hatrel is a financial advisor at Edward Jones in Metairie, LA, holding CFP® and Series 66 credentials with nine years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.