Raymond Davis is a CFP® professional with 23 years of experience in the financial services industry. He has been with Stability Financial, LLC since 2013 and holds Series 63 and Series 65 licenses. Stability Financial serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a goals-based investment process and manages client accounts using a variety of investment vehicles, combining fundamental and technical analysis.

James Burlingame is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 11 years of industry experience. Burlingame has been with Stratos Wealth Partners and affiliated LPL Financial since 2014. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Tina Dandry Mayes is a financial advisor with Eagle Strategies (NY Life) based in Marrero, LA. She holds Series 63 and Series 65 licenses and has 40 years of industry experience, including long-term roles at New York Life Insurance Co. and Nylife Securities Inc. Since 2015, she has also owned Financial Strategies and Solutions, LLC, which brokers non-registered insurance products. Outside of her advisory work, she serves as an officer for the West Jefferson Hospital Foundation and volunteers on the Parish Council of Visitation of Our Lady Catholic Church. Additionally, she owns Safe-Push LLC, a company focused on developing and licensing medical inventions. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jeremy Papania is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Northwestern Mutual Investment Services LLC and MassMutual. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to various program structures, third-party managers, and investment strategies.

Victoria Stipelcovich is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She worked at Gulf Coast Bank and Trust for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jorge Serrano is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities 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 integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Reid Mc Lellan is a CFP®-designated financial advisor at Edward Jones with 30 years of industry experience, including 23 years at Edward Jones. He serves as chairman of the Plaquemines Association of Business & Industry and is president of the Belle Chasse Lions Club. He is also an alumni board member of the Alpha Gamma Rho Fraternity Alpha Epsilon Chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Whitney Braddock is a financial advisor with LPL Financial, holding the Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, she spent ten years with Diagnostic Imaging Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brennan Molin is a financial advisor with LPL Financial and holds a Series 66 credential. He has one year of industry experience, including work at Nielsen Investments and roles related to accounting at Louisiana State University. Outside of his advisory work, he is involved as a coach with First Tee, a youth development organization focused on sports and fitness. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

James Hines is a financial advisor with Edward Jones in Marrero, LA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of Parc Des Fmillies in Gretna, LA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including trust and securities-based lending options, supported by a nationwide network of over 23,000 financial advisors.

Frank Toro III is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at Crown Lift Trucks of New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Jennifer Victor is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked at Cetera since 2023 and concurrently serves as a wealth advisor at Regions Bank, where she has been employed since 2020. Prior to her financial services career, she held positions in various industries including medical billing and retail. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports diverse investment approaches and program structures.

Joseph Foret is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MASSMUTUAL Life Insurance Company, NYLife Securities, and New York Life Insurance Company. Outside of finance, he has been involved with Freds In Tigerland and The First Tee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting.

William St Paul is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at OSAIC since 2024 and previously was with Woodbury Financial Services and Capital One Investing. He is also a partner at River Tower Wealth Management LLC, providing financial advisory services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of investment approaches and multiple advisory platforms.

Christopher Breaux is a financial advisor with Edward Jones in Marrero, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as President of the West Jefferson Medical Center Foundation board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

William Teague III is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2013, alongside concurrent roles at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Donald Abaunza Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2022 and has prior work history with Hancock Bank and Hancock Investment Services, Inc. He serves as a board member for De La Salle High School, where he participates in policy and procedural reviews. Cetera Investment Advisers LLC is a nationwide firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various investment solutions and manages over $256 billion in assets through a large network of advisors.

Danica Ansardi is a financial advisor at Cetera with 33 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes over two decades at Concourse Financial Group Securities Inc and managing her own advisory firms since 2018. Outside of financial advising, she is involved in oyster cultivation as president of several related companies and holds leadership roles in community organizations such as the Westbank Industrial Association and the Westbank Business & Industrial Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Jeffrey Wooton is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he is a member of Blue Tarp Krewe, LLC, a thoroughbred horse-related business. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Hunter Faust is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Lemoine and Grundmann's Athletic Company, and was a full-time student for ten years. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Ray Ansardi III is a CFP® professional with 11 years of industry experience, currently with Cetera. He has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc., and operates his own financial services firms, The Ansardi Group LLC and Ansardi Financial Services LLC. Ansardi serves on the boards of several local organizations, including the Plaquemines Parish Orange Festival, the Rotary Club of Belle Chasse where he is Foundation Chair, and holds leadership roles in regional business and community groups. Cetera Investment Advisers LLC supports over 10,000 independent advisors nationwide, offering a multi-manager platform that serves individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services.

Gaynell Paradelas is a Series 66-licensed financial advisor with Edward Jones, based in Marrero, LA. She has 15 years of experience at Edward Jones, working there since 2012. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tracey Textor is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at multiple firms including Cetera Wealth Services, Concourse Financial Group Securities Inc, and Gulf Coast Bank and Trust. Tracey also serves as a Client Relationship Manager at The Ansardi Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and unaffiliated third-party managers within a multi-manager platform.

Charles Lodriguss is a financial advisor with Thrivent Investment Management in Harvey, LA, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses across various financial topics, with options to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Clinton Coldren is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation and the Series 66 license. His career includes roles at Raymond James Financial Services, IMPERA Wealth Management, and Financial Consulting Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research support.

David Nielsen is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 16 years with National Planning Corp. Nielsen is also the owner of Nielsen Marine Services LLC, a business unrelated to investment advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of advisers. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Megan O Brien is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was affiliated with the New Orleans Saints and engaged in various roles including work at Loyola University New Orleans and American All Star. She also has experience in photography through Romaguera Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Alexandra Theriot is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she held positions including part-time in-home nanny and work at Country Day School of Baton Rouge. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Robert Folse is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. Before joining LPL Financial in 2017, he spent 16 years at National Planning Corporation. In addition to his advisory work, he has been involved with Design the Planet since 1998, providing strategic planning, graphic design, and brand marketing consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.