Richard Greene Jr. is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Cetera Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. Outside of advisory work, Greene serves as an officer and director for multiple real estate and accounting-related businesses, and he is the director and treasurer of the New Orleans Wine & Food Experience nonprofit organization. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides investment advisory and brokerage services using both firm- and third-party models, combining strategic asset allocation and multi-manager portfolios through various platforms and accounts.

Nicholas Ber is a financial advisor at Money Concepts Capital Corp with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Money Concepts, he has been involved in entrepreneurship, including roles with B.E.T. Construction and event and boating-related businesses. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, utilizing model-driven and asset-allocation approaches across discretionary and non-discretionary programs. The firm manages approximately $4.07 billion in client assets through a large network of advisors and offers integrated brokerage and insurance services alongside its advisory business.

Ernest Burns Jr. is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 65 designation and has operated Burns Estate Planning since 1993, focusing on life insurance and estate planning services. Burns is also the author of the book *Total Retirement*, published in 2024. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a variety of services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through an affiliated accounting subsidiary.

Jordan Pedeaux is a financial advisor at Prime Capital Financial with a Series 65 designation. He has one year of industry experience and previously worked independently and with Nocturnal Enterprises. Prior to his financial career, he was involved with The Mission Church International for eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, family office offerings, and retirement plan participant managed accounts, employing diverse investment strategies and maintaining an affiliated accounting subsidiary.

Robert Reed Jr. is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He worked at Personal Financial Advisors, LLC for 37 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

Kelly Walgamotte is a financial advisor with Eagle Strategies (NY Life) based in Mandeville, LA. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior work includes roles at LPL Financial, Northwestern Mutual, and Thrivent Financial. Walgamotte serves as Treasurer and Board Member for the St. Tammy Council on the Ageing, a nonprofit organization focused on senior services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a range of program types, including fee-based advice and co-advisory relationships, operating primarily on a non-discretionary asset management basis.

Rushton Barrosse Sr. is a financial advisor with Centaurus Financial, Inc. in Mandeville, LA, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has been with Centaurus Financial since 1995. Outside of his advisory role, he participates in insurance-related businesses, including serving as a director and officer at South Shore Insurance Group, Inc., where he is involved in selling and servicing fixed, life, disability, and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of platforms and employs both discretionary and non-discretionary investment approaches.

Richard Dennie III is a financial advisor with Eagle Strategies (NY Life) in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with New York Life Insurance Company since 2001 and has operated Dennie Financial Solutions, LLC since 2015. Outside of advisory work, he serves as a board member for the St. Tammany Chamber, assisting local businesses in the parish. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Camilla Dufour is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she serves as the chairperson of Leadership St. Tammany’s Board of Trustees, overseeing a leadership development program with over 500 graduates. 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 and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

Matthew Gardner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2009. 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 portfolios, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tiffany Lauro is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Oscar Hernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory role, Hernandez serves as a commissioner and finance committee member for St. Tammany Corp in Mandeville, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Hightower is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including OneAmerica Securities, American United Life, and Ohio National Financial Services. He is also an owner and partner in RCH Financial Services and GGM Wealth Advisors, which operates in insurance, benefits, and human resources. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing multiple custody platforms and a range of investment strategies.

Christopher Magliolo is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Hancock Whitney. He also serves in the United States Marine Corps Reserve. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse 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 and operates a multi-manager platform with various program options and custodial relationships.

Richard Looper is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, following six years as a self-employed professional. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Donald Irwin Jr. is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a broad range of retail and institutional offerings.

Jerome Renaudin is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Vice President and Finance/Investment Committee Member for Triple J Tree Farm. Raymond James & Associates is a large, dually registered broker-dealer and registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions with a broad range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Brian Guettler is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2001. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Bergeron is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has previously worked at Postlethwaite & Netterville and Peoples Health. Outside of his advisory role, he owns a hunting club in Covington, Louisiana, which serves as a shared camp with friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Jess Williams is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. Williams previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank from 2019 to 2024 and has held multiple roles at Edward Jones since 2017. Outside of finance, Williams has experience as a radiologic technologist at Lallie Kemp Medical Center. 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 through a large network of financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.