Katina Summers is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience and previously worked at Kushner LaGraize, LLC for eight years. She holds a committee appointment with the Louisiana State Treasurer's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors.

Michael Diaz is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation and having entered the industry in 2026. He previously worked at Human Interest, Interstate Electronic Systems, Numotion, and Paychex Inc. 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 investment solutions, supported by a nationwide network of approximately 23,700 financial advisors.