Charles Mcloughlin is a financial advisor at Independent Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. Outside of his advisory work, he volunteers as an usher at Mosat Holy Trinity Catholic Church. Independent Financial Group, LLC provides advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation and manager selection processes across various risk profiles, offering services including financial planning, portfolio management, and retirement plan solutions.

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.

Wilfred Cortez Jr. is a financial advisor at SPC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with SPC since 2002, alongside prior roles at Parkland Securities and his own firm, Will Cortez. Outside of advisory work, he is involved with Will Cortez Insurance Agency, Inc., which sells life, health, cancer, and Medicare supplement insurance products. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and both discretionary and nondiscretionary management options.

Todd Melerine is a CFP® with 26 years of experience in financial services. He is affiliated with CWM, LLC and has worked at firms including LPL Financial and Cetera Wealth Services. He also owns a tax and accounting business where he provides tax planning and CPA services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of retirement-plan and advisory services.

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.

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.

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.

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.

Jeremy Witt is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at various divisions of JPMorgan Chase since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Michelle Warshauer is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, prior to which she was with CitiGroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, with clients responsible for implementation and updates.

Julien Larisey Hebert is a Series 66-credentialed financial advisor at Ameriprise with six years of industry experience. He has been with Ameriprise Financial Services LLC since 2020 and has held various roles, including co-owner of Charlie's Coffee Co. and providing product reviews as an Amazon influencer. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.