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.

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 with Cetera, holding a Series 66 designation and six years of industry experience. His work history includes roles at Cetera, Hancock Whitney Investment Services, and Morgan Stanley. He also serves in the United States Marine Corps Reserve, dedicating time weekly to amphibious reconnaissance activities. Cetera Investment Advisers supports a diverse client base including individuals, 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 solutions, combining retirement and trust services with a broad advisory platform.

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 at LPL Financial with 20 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors Financial Network LLC for 14 years. 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 large-scale advisory operations with non-advisory product activities.

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 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked at Woodbury Financial Services and Capital One in various advisory roles. Outside of his financial career, he is a self-employed musician and songwriter who performs at events and fundraisers. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

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.

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 20 years of industry experience, currently serving at Edward Jones since 2005. He is based in Hammond, LA, and holds Series 63 and Series 66 licenses. Bornkessel is a 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 credentials and seven years of industry experience. His prior work includes roles at Northwestern Mutual and Ozark National Life. Outside of his advisory work, he owns and manages a rental property in Ponchatoula, LA. 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, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

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 two 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 with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Donald Riley III is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. He has worked at Hancock Whitney Bank since 2005 and joined Cetera in 2022. 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, fiduciary, and retirement plan services, supported by proprietary and third-party investment solutions.

Douglas Wingo is a financial advisor with Ameriprise in Ponchatoula, LA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise, he worked for 25 years with Louisiana Probation and Parole. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Gerrod Galliano is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including AE Wealth Management, Gregory Ricks & Associates, and Minnesota Life Insurance Co. Galliano is also involved in insurance sales through Burns Estate Planning. Prime Capital Financial is an enterprise firm with 255 advisors.

Jon Gwatney Jr. is a financial advisor at Prime Capital Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and Burns Wealth Advisors. He is also active in insurance sales through Burns Estate Planning. Prime Capital Financial is an enterprise firm with 255 advisors that provides investment advisory services.

Timothy Dahlberg is a financial advisor with Prime Capital Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Pilot, among others. He is also licensed as an insurance agent, focusing on the sale and service of fixed insurance products. Prime Capital Financial is an enterprise-level firm with over 250 advisors, serving a broad client base through comprehensive financial planning and investment management services.

Christian Clausen is a financial advisor at Prime Capital Financial with 16 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Morgan Stanley and Burns Wealth Advisors. Clausen is also involved in insurance sales through Burns Estate Planning, LLC. Prime Capital Financial is an enterprise firm serving clients through a team of 255 advisors, providing investment advisory services under Prime Capital Investment Advisors, LLC.

Ernest Burns Jr. is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors, Burns Wealth Advisors, and AE Wealth Management. Burns also manages Burns Estate Planning, a business providing life insurance and estate planning services since 1993. He is the author of the book *Total Retirement*, published in 2024. Prime Capital Financial is an enterprise firm with 255 advisors. The firm offers investment advisory services through its affiliated entities, serving a broad client base.