Claytor Brooks is a CFP® professional with three years of experience in the financial services industry. He currently works at Wells Fargo Advisors and has prior experience with Cetera, Hancock Whitney Bank, Regions Bank, Morgan Stanley, and Whitney Bank. Brooks has also served as an institutional trust department relationship manager at Hancock Whitney Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, along with niche services such as business-owner transition and special-needs analysis.

Kimberly Neal is a financial advisor at Wells Fargo Advisors in Metairie, LA, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and tools to develop tailored recommendations for clients.

Stafford Viator is a financial advisor with Wells Fargo Advisors in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, Viator serves as Treasurer on the board of Volunteers of America in New Orleans, where he leads a committee reviewing the organization's finances. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations, delivered through both meetings and written summaries.