Roy St Paul is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is the sole owner of St Paul Wealth Strategies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Kristen Acquistapace 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 Securities since 2012, with prior experience at Melaleuca from 2014 to 2017. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Graham Hemelt is a financial advisor with LPL Financial in Mandeville, LA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with LPL Financial in multiple periods since 2005 and has prior experience at Cetera Investment Services LLC and Hancock Whitney Investment Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by both proprietary research and third-party subadvisors.

Chase Appe is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Enterprise Mobility and Lavish Country and attended Louisiana State University. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Beau Fontenot is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Hancock Whitney Bank since 2005. He is a silent partner for Evangeline Properties of Villeplatte and Gate of Heaven Cemetery. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures and manages over $256 billion in assets.

Michael Buise is a Series 66-licensed financial advisor with Morgan Stanley in Mandeville, LA, bringing 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns a property management business in New Orleans. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using advanced modeling tools and manages approximately $2.74 trillion in client assets.

Rudolph Johnson III is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is involved in a vacation rental property business in Destin, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery tools and advanced modeling techniques.

Gregory Mula Jr. is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Iberia Wealth Advisors and AXA Advisors. He is a board member of the Greater New Orleans Sports Foundation, a nonprofit focused on attracting and managing sporting events in the Greater New Orleans area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rachael Gambel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on connecting clients with tailored financial plans and processes that align with their individual goals. Her approach emphasizes understanding clients’ unique perspectives and priorities to provide personalized wealth planning. Rachael holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She has attended Newcomb College and the University of Virginia. Her work encompasses planning for education funding, retirement lifestyle, health care costs, and long-term family objectives, aiming to simplify the complexities of investing and wealth management.

Louis Trumbach is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension and corporate plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,700 advisors and 15,000 branch offices.

Andrew Bean is a Series 66-licensed financial advisor at Edward Jones in Covington, LA, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at The Helix Racing Products Company and CPG Catering. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Thomas Brennan is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in January 1988, he has focused on helping clients pursue their personal financial goals through comprehensive planning and portfolio and risk management. As a Managing Director, Senior Financial Advisor, and Portfolio Manager, Thomas provides traditional financial advice as well as personalized portfolio management, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the Personal Investment Advisor (PIA) designation. Thomas earned a bachelor's degree in corporate finance from the University of Alabama in 1983. Before his career in financial advising, he worked in the family wholesale food business and briefly pursued professional golf. He lives in Covington with his wife, Connie, and they have three children and two grandchildren.

Jason Mead is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. and Capital One Advisors, LLC. Mead is a partner in several investment-related ventures, including the Jason Mead Group LLC and River Tower Wealth Management, LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Raymond Guffey is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following his tenure at JPMorgan Chase Bank, N.A. beginning in 2014. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Cullen Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management planning by listening to clients' needs and ambitions before implementing personalized financial strategies to help them reach their goals. Cullen's areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Cullen began his career in the financial services industry upon graduating from Louisiana State University, E.J. Ourso College of Business, with a Bachelor of Science degree in Finance in 2013. He holds the Personal Investment Advisor (PIA) designation. Born and raised in Hammond, Louisiana, Cullen lives there with his wife Chelsea and their two children, Dani and Owen. In his personal time, Cullen enjoys competing in triathlons, traveling, and spending time with his family and friends.

Andree Fangue is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Edward Vamprine is a financial advisor at Merrill with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Bank of America, NA and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Huerstel Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2022, previously associated with Bruce Shields & Associates since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of services with oversight of over $819 billion in discretionary assets.

Darryl Mierl is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has worked at firms including Merrill, Wells Fargo Clearing, Benjamin F Edwards & Co, and Consortium Private Wealth LLC. He also serves as President and Chief Investment Officer of Gryphon Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Grace Gallaty is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2022. Prior to her financial advisory roles, she held various positions in the hospitality industry and education. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.