Noah Griffin is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes positions at Griffin & Furman, LLC, Northwestern Mutual, Acumen Fiscal Agent, and Loyola University New Orleans. Cetera Investment Advisers LLC is a large nationwide independent advisory network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures, model portfolios, and third-party money managers.

Ryan Mitrik is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Mitrik also serves in the U.S. Air Force, a role he has held since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heath Mendoza is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 certifications. Mendoza's work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northwestern Mutual Wealth Management Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Keyan Cooper is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Beau Raymond is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Mandeville, Louisiana office. Since beginning his career with Merrill Lynch in March 2000, Beau has worked to provide clients with access to the firm’s investment insights to support various aspects of their financial lives. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beau holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He lives in Mandeville with his wife, Heather, and their two sons, Carter and Jackson. Outside of his professional role, Beau’s personal interests include baseball, basketball, fishing, football, music, running, soccer, spending time with family, traveling, and watching movies.

Jeanine Cazaubon is a CFP®-designated financial advisor with Ameriprise, based in Madisonville, LA, and has 43 years of industry experience. She has been affiliated with Ameriprise Financial Service, LLC since 1983 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved as a member and manager of Mansa Musa Partners, an administrative and operational support business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, with an emphasis on assets held in Ameriprise-managed accounts.

Marcus Lyman II is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice President of Lyman Agency, Inc. and is involved with the finance committee at Northlake Christian School in Covington, Louisiana. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Stefanie Childs is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with LPL Financial since 2014. Outside of her advisory role, she owns a home-based business, SLS Jewels, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

James Szpak is a Series 65-licensed financial advisor with Fisher Investments based in Covington, LA, and has six years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Bendix Commercial Vehicle Systems and Westfield Group. He also has experience at the University of Cincinnati. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies alongside various risk management techniques.

Steven Johnson is a CFP® with 23 years of industry experience, currently serving at Cetera since 2021. He previously worked at Avantax Investment Services, Inc. for 14 years and has operated Johnson Financial, LLC, an investment and tax preparation practice, since 2007. Outside of his advisory role, he manages a tax preparation service that handles personal, business, and nonprofit returns. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm supports various investment program structures, integrating affiliated and third-party managers, and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Sherri Ammerman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Bed Bath & Beyond for eight years. Outside of her advisory role, she owns Brisher Enterprises Inc, a painting business based in Mandeville, LA. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Margaret Arndt is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 27 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Branighan is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2009 and has been in the financial services industry since 2003. Prior to Merrill Lynch, he worked as a producing branch manager at Morgan Stanley. In his role, Michael also serves as a Portfolio Manager in Merrill's Investment Advisory Program, providing discretionary management of personalized or defined strategies for clients. His expertise covers managing financial affairs for individuals, businesses, and non-profits, with a focus on risk management through tactical portfolio management strategies and alternative investments tailored to a client's needs and risk tolerance. Michael's client focus areas include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michael holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards Inc. and the Chartered Financial Consultant® (ChFC) designation awarded by The American College. He is a 1999 graduate of Northwestern State University with a Bachelor of Science degree. Michael is a former U.S. Marine and lives in Covington, Louisiana with his wife Michelle and their two children. He is active in his community, including past fundraising chair for America's Hero's, and participates in organizations such as 985 Cardinals and Covington Youth Soccer Association. His personal interests include baseball, billiards, camping, fishing, soccer, and traveling.

Wiley Gardner is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 65 credentials. He has 42 years of industry experience and has been with Raymond James for 11 years. Outside of his advisory role, he manages an LLC that invests in alternative assets within his Roth IRA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Michele Berthelot is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

James Trist is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and serves clients in the sports and entertainment sectors. James employs a comprehensive approach to wealth management that begins with listening to clients' needs and understanding their goals, ensuring that every strategy is tailored accordingly. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. James holds a Bachelor's Degree from Louisiana State University and holds the Personal Investment Advisor (PIA) designation. He is committed to delivering excellent service and helping clients pursue their financial objectives. In addition to his professional responsibilities, James follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, he enjoys hunting, traveling, and spending time with his family.

Leslie Gugliuzza is a Series 66 licensed financial advisor at Edward Jones in Covington, LA, with one year of industry experience. Prior to joining Edward Jones in 2024, she worked for the Louisiana Department of Revenue from 2023 to 2024. Outside of advisory work, she is a partner in a rental real estate business, TLGCS Development, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Stacy Hawkins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, she was employed at Capital One Investing and Capital One Advisors. Outside of her advisory role, she is involved in an e-commerce venture called Hygiene for the Homeless, which provides hygiene kits to homeless individuals. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Henry Deharde is a financial advisor with Primerica Advisors in Mandeville, LA, holding a Series 63 designation and 19 years of industry experience. He has worked at PFS Investments Inc. since 2006 and has been affiliated with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

William Andrews III is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates and its affiliate since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.