Desiree Kelley is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. She has worked at Raymond James since 2017 and previously spent nine years with Lincoln Investment and Detillier Financial Advisors. Kelly is also involved as a financial advisor with M Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support tailored client recommendations.

John Morgan is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliated entities since 1998, as well as at Planning & Investment Centers, Inc. since 1990. Morgan is also the CEO of M Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Forrest Smith is a financial advisor with Raymond James Financial in Metairie, LA, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has been associated with Raymond James Financial Services and its related entities since 2014. Outside of his advisory work, he has involvement with Eagle Janitorial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses tailored non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Roth is a financial advisor with Raymond James Financial in Metaire, LA, holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at Texas Capital Bank and TCBI Securities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports a broad network of advisors and affiliated firms.