Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Robert Dumas is a financial advisor with CWM, LLC in Thibodaux, Louisiana, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, LPL Financial, and Lafont & Associates. Outside of finance, he serves as a college football official and has worked with the National Football League as a K-ball and instant replay communicator. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Hunter Tabor is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at CWM, LLC and Parish Wealth Partners since 2021. Prior to his advisory roles, Hunter was employed in education at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Toby Lafont is a financial advisor with CWM, LLC, holding a Series 63 designation and 28 years of industry experience. He is the founder and CEO of Parish Wealth Partners and has worked with firms including LPL Financial and Cetera Wealth Services. Outside of advisory roles, he is the owner of Colonel Properties, LLC, which manages office property holdings. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management through an Investment Committee and partnerships with third-party managers and technology providers.

David Tabor is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. He has been with Centaurus Financial since 1997 and also operates Frankie Tabor Plumbing, a business he has owned since 1984. Additionally, he serves as president of Affiliated Asset Managers, Inc., which provides trust-related services and health insurance sales. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutional clients. The firm provides financial planning, investment management, access to third-party managers, and retirement-plan advisory, employing a mix of fundamental and technical analysis in its investment approach.

Walton Guidry III is a financial advisor with Eagle Strategies (New York Life) in Thibodaux, Louisiana, holding Series 63 and Series 66 licenses and having eight years of industry experience. He is the owner of Black Swan Solutions LLC, through which he sells New York Life products and brokers non-registered insurance products. Guidry is also involved in community activities, serving as a director for the Thibodaux Firemen's Fair, an officer in the Troops of Saint George Catholic fraternal organization, and a board member of Louisiana’s Cajun Bayou Tourism. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions, leveraging third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life.

Jessie Fabiano is a financial advisor with Money Concepts Capital Corp in Thibodaux, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Money Concepts Capital Corp since 2013 and serves as President and Owner of Fabiano Financial Group, where she dedicates the majority of her professional time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Adam Tarver is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.

Lawrence Cabirac is a financial advisor with Eagle Strategies (New York Life) based in Houma, Louisiana. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked at Knights of Columbus Asset Advisors and KOFC and spent over two decades in the hardware business. Outside of financial advising, he serves on the board of Bags of Hope, a nonprofit organization. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and employs third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Lynna Marcel is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Ben Meyer Foundation, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Leblanc is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Josh Legendre is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was employed by Crossfit Crab Trap and the Lafourche Parish School District. 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 through a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

Garrett Molaison is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Outside of his advisory role, he co-owns Argent Wealth Management, LLC, a business related to managing expenses and operations separate from investment activities. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, employing a structured approach that includes algorithmic modeling and tax-efficient strategies to assist clients nearing or in retirement.

Mitchel Pertuit is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Avantax and 1st Global Advisors, and he is involved in management and operations at Oscity Labs, an agriculture and greenhouse business. He also works as a producer and business developer at Laris Insurance and serves as an investment advisor at CoSource Financial Group. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers portfolio management, financial planning, fiduciary services, and access to third-party managers, utilizing a range of advisor-managed accounts and model portfolios supported by multiple custodial and execution platforms.

Zachary Chauvin is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC since 2019. Prior to that, he was with Advisory Services Network, LLC and Piper Wealth Management, and served on the Terrebonne Parish School Board for ten years. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Clayton Eastridge is a financial advisor at Edward Jones in Thibodaux, LA, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at Sealevel Construction, HKA Enterprises Industrial Solutions, and Kirlin Builders. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Ryan Gill is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2015. Outside his advisory role, he is involved in consulting through RR GILL Consulting LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Luke Dehart is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. Before joining Ameriprise in 2025, he worked at Louisiana Tech University and Edward Douglas White Catholic High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

Michael Waguespack is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, Mr. Waguespack is involved in tax preparation through a CPA practice he co-owns and serves as CFO and treasurer for an industrial contracting firm. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacques Rathle is a financial advisor with Ameriprise in Thibodaux, LA, holding a Series 66 designation and one year of experience at Ameriprise. His prior experience includes a role at Callais Capital Management and involvement with Auburn Swim Camp and Auburn University. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to produce personalized retirement recommendations.

Paul Mazarac is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including managing a trampoline park and restaurant positions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Samuel Rodrigue is a financial advisor with Edward Jones in Thibodaux, Louisiana, holding CFP® and Series 66 designations and bringing nine years of industry experience. He worked at The Dow Chemical Company for five years before joining Edward Jones in 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Cade Babineaux is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding Series 63, 65, and 66 licenses and possessing 16 years of industry experience. His career includes roles at Ameriprise since 2019 and prior work at Wells Fargo Clearing and Wells Fargo Advisors. He is also co-owner of a non-investment-related business. Ameriprise serves clients primarily with retirement-income planning services, focusing on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a retirement-income consulting team that delivers data-driven, non-discretionary recommendations integrating research and modeling to support tax-efficient withdrawal strategies.

Michael Bordelon is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following two years at Gulf Island Fabricators Inc / Dolphin Steel Sales, LLC. Edward Jones is a full-service wealth management firm serving more than 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 nationwide.

Paul Arceneaux is a financial advisor with Cetera who holds the PFS™ designation and has one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has been a member and sole practitioner at Estate Law & Financial Services of Louisiana, LLC since 2020. He also advises the Bureau of Ocean Energy Management on regulatory matters related to offshore oil and gas leases. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and trust capabilities.

Chase Corte is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked at Schlumberger for a total of 11 years and at Utilities Optimization Group for one year. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wes Toups is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2023, following an extended period as a student. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic tools overseen by internal committees.

Catherine Lovell is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a co-owner of a non-investment-related business in Thibodaux. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver research-driven, tax-efficient recommendations tailored to individual retirement goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Blaire Verdun is a CFP® professional with five years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, Blaire worked in childcare and held a position at Nicholls State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a nationwide network of approximately 23,701 financial advisors.

Casey Roberson is a financial advisor with LPL Financial in Thibodaux, LA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with LPL Financial since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research and a large network of investment adviser representatives.

Megan Frost is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2016. She has 21 years of industry experience, including a prior role at Ameriprise Financial Services. Outside of her advisory work, she is a co-owner of MF Properties, LLC, a real estate investment LLC. 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 through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Kylie Kern is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, Kern serves as a director on the board of the Ben Meyer Foundation and is the treasurer of the local chapter of the Catholic Daughters of America in Schriever, LA. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team.

Craig Authement is a financial advisor with LPL Financial in Thibodaux, LA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in a small business owning a "sno-ball" truck that operates at local events and festivals. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines advisory services with insurance and lending products.

David Ponson is a financial advisor with Ameriprise in Raceland, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as Treasurer for the Lafourche Junior Bassmasters, a youth competitive bass fishing organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with a focus on tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vanessa Walker is a Series 66 licensed financial advisor with Ameriprise, based in Houma, Louisiana, with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is involved in a shipping and crating business that her husband runs. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendations on income, Social Security, and tax-efficient withdrawals. The firm combines research, modeling, and automated processes overseen by a dedicated consulting team to deliver these services.

Ann Summers is a CFP®-designated financial advisor with LPL Financial, based in Thibodaux, Louisiana, and has 25 years of industry experience. She has worked with LPL Financial since 2005 and concurrently launched the non-deposit investment division at Synergy Bank, where she remains active. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and lending services.

Cheryl Voss is a financial advisor with LPL Financial in Houma, LA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. Her prior roles include positions at Regions Bank, Cetera, and Synovus Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Thomas Meyer is a CFP® with 28 years of experience in financial services, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Meyer is president of the Ben Meyer Foundation, Inc. and serves on the board of Acadia Music Fest, LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Heather Pickering Bradford is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Cetera and its affiliated entities since 2014. Outside of her advisory role, she serves as a board member and president of the South Louisiana Wetlands Discovery Center. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Kaitlyn Gravois is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work history that includes roles at M. Rodrigue & Son, Inc., Nicholls State University, Rose Boutique of Thibodaux, and E. D. White Catholic High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Connor Cuneo is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at Hancock Whitney Bank and Nicholls State University. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to various model portfolios and third-party managed solutions.

Lloyd Kern III is a financial advisor at Ameriprise with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Bart Broussard is a CFP® with 27 years of industry experience and is currently affiliated with Mass Mutual Investors Services. His prior experience includes nearly two decades with Metlife Securities Inc. and Metropolitan Life Insurance Company. Broussard serves as treasurer of a homeowners association and manages a timber farm as part of his other business activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers programs including wrap accounts and money-manager strategies alongside educational seminars.

Brooke Eastridge is a financial advisor with Edward Jones in Thibodaux, LA, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Outfront Media Sports from 2013 to 2018. She serves on the Finance Council of St. Joseph Co-Cathedral Church, participating in strategic mission planning and financial reporting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Christopher Callahan is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Ben Meyer Inc Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm is a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Lena Cortez is a Certified Financial Planner® with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is an owner involved in managing rental property in Houma, Louisiana. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Denise Osadchuk is a CFP® professional with 11 years of experience in the financial services industry. She has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services, Capital One Advisors, Capital One Investing, and Ameriprise Financial Services. Outside of her advisory work, she owns Southern Wealth Strategies, LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering access to a wide range of investment products and custodial platforms.

Anthony Tranchina is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones 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 strategies, supported by a nationwide network of over 23,000 financial advisors and approximately $1.01 trillion in assets under management.