Bradley Hirling is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and totaling 16 years of industry experience. He has been affiliated with Cambridge Investment Research since 2016 and is also the owner of Hirling Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Dodi Vicknair is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has been with LPL Financial since 2010. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches alongside proprietary and third-party research.

Chad Nugent is a CFP® professional with 21 years of experience in the financial industry. He is currently with Ameriprise and Bonvenu Investment Services, having previously spent 17 years at LPL Financial. Nugent serves on the Jefferson Parish School Board and holds positions on the NOEL and JFT Health and Welfare Boards. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendations, delivered through a centralized consulting team in partnership with client advisors.

Michael Thiery is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, and previously held positions at LPL Financial and Gulf Coast Bank and Trust from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kevin Naquin Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan in various capacities since 2011. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

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.

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.

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.

Brock Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is the owner and manager of Bull Eye Farms LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

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.

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.

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.

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 with Cetera who holds the PFS™ designation and Series 63 and 65 licenses, bringing 20 years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and related entities for nearly two decades. He is also the owner of an accounting and tax preparation business operating since 1985. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.