Chris Mcelhannon is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Management & Research, Inc. and American National Insurance Company since 1994. Outside of his advisory role, he is president and owner of McElhannon Agency Company, Inc. and owns a branch of TWFG multi-line insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Joanna Slade is a CFP® and Series 63 licensed financial advisor with 31 years of industry experience. She is currently with Silver Oak Securities, Incorporated and previously worked at Lincoln Financial Securities Corporation for 16 years. Outside of her advisory role, she operates Slade Tax Services, LLC, providing tax preparation and bookkeeping services, and holds memberships in the Financial Planning Association and the Louisiana Restaurant Association. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning, delivering investment advice mainly on a discretionary basis tailored to clients’ objectives and risk tolerances.

Christopher Jackler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, and previously spent four years at PPG Industries. Outside of his advisory role, he owns The Physician's Guild, LLC, which connects physicians with potential student loan grant opportunities through a website filtering system. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various platforms, managing approximately $15 billion in assets with a combination of discretionary and non-discretionary account management.

Gerrod Galliano is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including AE Wealth Management and Minnesota Life Insurance Co. Galliano is also involved with Burns Estate Planning, where he serves as an insurance agent. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

Jon Gwatney Jr. is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Burns Wealth Advisors. He is also involved with Burns Estate Planning in an insurance agent capacity. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies including discretionary and non-discretionary management, core/satellite allocations, and sub-advisory arrangements, while also providing tax advisory and consolidated reporting services through affiliated entities.

Timothy Dahlberg is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of his advisory role, Dahlberg is also an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, managing accounts through a variety of investment strategies and specialized platforms.

Christian Clausen is a financial advisor at Prime Capital Financial with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes Burns Wealth Advisors and Ae Wealth Management LLC, and he is also involved with Burns Estate Planning, where he has provided insurance services since 2016. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, providing tax planning and bill-pay services.

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.

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.

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.

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.

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.

Kevin Lozier is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Wells Fargo Advisors Financial Network LLC for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Javier Moreno is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked in various healthcare-related roles, including positions at Neuro RehabCare and several rehabilitation and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 financial advisors.

Bronte Hebert is a financial advisor with Edward Jones in Hammond, LA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Edward Jones since 2016. 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 strategies with approximately $1.01 trillion in assets under management.

Jason Bezou is a CFP® professional with 23 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Woodbury Financial Services and Capital One-related entities. Outside of finance, he is a self-employed musician and singer-songwriter who occasionally performs and writes music for personal and charitable purposes. OSAIC serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering a wide range of advisory and brokerage services supported by advanced portfolio construction tools and access to third-party investment solutions.

Gregory Earles is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. 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 nationwide network of financial advisors and branch offices.

David Rousse is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Tara Guettler is a Series 66 licensed financial advisor with Ameriprise in Ponchatoula, Louisiana, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendation reports, delivered in partnership with financial advisors like Guettler.

Meredith Davis is a financial advisor at Edward Jones in Hammond, LA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she held positions in healthcare and operated a frozen yogurt business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Shaun Mc Arthur is a CFP® and ChFC® with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Anatomix Physical Therapy for five years. He is also president of a real estate business in Hammond, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 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.

William Daniels IV is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. His prior work experience includes roles at Bank of America, Del Friscos Restaurant Group, Meta Lab Inc, Sport Optics LLC, and Evergreen Tractor and Equipment. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Miller is a financial advisor with Mass Mutual Investors Services in Hammond, LA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2006 and with Mass Mutual Life Insurance Company since 2005. In addition to his advisory role, Miller operates Miller Financial LLC, a business related to insurance sales and financial advising. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved software tools to analyze client goals.

Kenneth Williams is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kurt Bornkessel is a CFP® professional with 21 years of industry experience, all with Edward Jones since 2005. He is based in Hammond, LA. Outside of his advisory role, he serves as a general member of the board for the Ginger Ford Northshore Fuller Center for Housing. 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, supported by a nationwide network of financial advisors and branch offices.

Stephen Orlando is a CFP® and Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he is involved with SOCS LLC, a rental business in Hammond, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm’s network includes over 23,700 advisors nationwide and manages approximately $1.01 trillion in assets under management.

Joshua Sapp is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual, Ozark National Life, and Freedom Homes. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning to offer recommendations on investment categories and strategies.

Thomas Brandt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Ozark National Life Insurance and CNS Corporation, along with roles at National Western Life and MassMutual Life Insurance Company. Outside of his advisory work, he owns and oversees a rental property business through B Brandt Holdings LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Justin Hebert is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously operated Hebert Contracting L.L.C. for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large national footprint of financial advisors and branch offices.

Samantha Frasier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at various Cetera entities since 2022 and previously held roles at Hancock Whitney Investment Services and Hancock/Whitney Bank from 2016 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating across various program structures and custodial relationships.

Donald Riley III is a financial advisor with Cetera in Hammond, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including over two decades at Hancock Whitney Bank and investment services roles since 2005. Riley has been with Cetera and Cetera Investment Services LLC since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser 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 a multi-manager platform that includes affiliated and third-party model portfolios with discretionary and non-discretionary options.

Douglas Wingo is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors, relying on proprietary research and algorithmic tools to produce tailored Recommendation Reports.

Tammy Earles is a financial advisor with Edward Jones based in Ponchatoula, LA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Ian Burks is a financial advisor at Edward Jones in Hammond, LA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for B&G Crane Service, LLC. Outside of his advisory role, he serves as a music minister at a church in Denham Springs, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.