New Orleans, LA Poydra Street Office

Jody Lafont is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. She is a partner and owner of Seven Oaks Development, LLC, involved in mineral lease ownership, and a partial owner of a leisure boat through Happy Jack LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, 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 multiple program structures and investment options including affiliated and third-party managers.

Philip Navarro is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and its investment services affiliate since 2022 and has held roles at Hancock Whitney Bank since 2015, including private banking functions such as loans and deposits. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by over 10,000 advisors and assets exceeding $256 billion.

Joshua Lichtman is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera in New Orleans, LA. His prior experience includes roles at Hancock Whitney Bank and self-employment. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of more than 10,000 independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Gregory Kass Jr. is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2022. His prior experience includes positions at Hancock Whitney Bank, Edward Jones, and Beevers and Beevers LLP. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Kyle Hughes is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Cetera and has prior experience at Morgan Stanley and Hancock Whitney Bank. Hughes's background includes roles at Tulane University and an entrepreneurial venture, Office Ops, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies, overseeing over $256 billion in assets through more than 10,000 advisors.

Gina Stoltz is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 34 years of industry experience. Her prior roles include positions at New York Life Insurance Company, NYLIFE Distributors LLC, Prudential Insurance Company of America, and Hancock Whitney Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 with access to affiliated and unaffiliated managers, supporting various discretionary and non-discretionary program structures.

John Morton IV is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera Investment Services LLC since 2023 and has been employed at Hancock Whitney Bank since 2017, where he serves as a private banker managing loan, depository, and treasury relationships. Outside of his financial career, he is chairman of Agenda for Children, a trustee on the board for Metairie Park Country Day School, and participates in various committees at St. Charles Avenue Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves 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, operating as a multi-manager platform with access to various third-party managers and program structures.

Brandon Bergeron is a CFP® professional with six years of experience in the financial industry. He is currently affiliated with Cetera and Hancock Whitney Bank, having previously worked at firms including Ameriprise Financial Services LLC and Wealthview Capital, LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures and custodial relationships.

Philip Gordillo is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2024 and has over 30 years of experience at Hancock Whitney Bank, where he manages private wealth teams and serves as a regional wealth manager. Gordillo is treasurer and chair of the finance committee for Trinity Episcopal Church of New Orleans, serves on the board of Manning Family Children's organization, and participates on the grants committee at Baptist Community Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser that supports individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Timothy Brennan is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. His background includes roles at Hancock Whitney Bank and Hancock Whitney Investment Services spanning over two decades. Outside of his advisory work, he serves on the board of the Southern Eye Bank Foundation and supports his wife's CPA firm as a staff accountant. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robin Platt is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cetera in 2022, Platt worked at Hancock Bank and Hancock Investment Services, Inc. Since 2013. Outside of his advisory role, he is co-owner of 63 Designs, LLC, and serves as co-trustee and co-guardian for family-related responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors and serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and unaffiliated investment options tailored through various program structures.

Christopher Patch is a financial advisor with Cetera in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. He previously worked at J.P. Morgan Securities Inc and J.P. Morgan Chase Bank, and he is the owner of Meyer's Lemonade LLC, a mobile food vendor. At Hancock Whitney Bank, he serves as a private banker for wealth management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through multiple program structures and access to third-party money managers.

Michael Mechler is a CFP® with seven years of industry experience, currently affiliated with Cetera in New Orleans, LA. He has worked at Cetera and its related entities since 2022 and previously held positions at Hancock Whitney Investment Services and Hancock Whitney Bank dating back to 2007. In addition to his advisory role, he manages financial planning operations for Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered 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 consulting services, including access to third-party money managers and various program structures designed to accommodate both discretionary and non-discretionary client needs.