Hayden Carter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Carter is involved in part-time farm, land, and forestry work through Carter Land & Farms, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and access to a broad range of financial products including insurance.

Preston Perez is a financial advisor with Raymond James & Associates in Mandeville, LA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2018. Outside of his advisory role, Perez serves as an advisory board member for the Lakeview Shepherd Center, a charitable organization, and owns a catering business, Poisson Rouge Catering, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management strategies.

William Flippen is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Avantax Advisory Services, Posner Accounting, and Avantax Investment Services, alongside running his own accounting and tax preparation business since 1972. He is involved in tax preparation and accounting through his independent activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers under various program structures.

Jessica Williams is a financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2007. Williams holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Troiani is a financial advisor with J.P. Morgan Securities in Covington, LA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

William Miller is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2018. Prior to that, he was employed at KLLM Logistics Services from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized advisory programs.

Dominick Puipuro Jr. is a financial advisor with Primerica Advisors in Mandeville, LA, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs an independently monitored manager-selection process.

Kristina Cummins is a financial advisor with Wells Fargo Clearing, holding 18 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before continuing with Wells Fargo Clearing since 2016. Cummins is based in Mandeville, Louisiana. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Edgar Rudolph II is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2022 and joined Morgan Stanley in 2022, where he serves in the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides comprehensive advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Daniel Ledet II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Investment Solutions, Brighthouse Financial, and Transamerica Capital. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

George Lampard III is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Lampard is also a partner in a non-investment-related LLC, Lampard-Cressend LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools in its services.

Thomas Ford is a Series 66-licensed financial advisor with 18 years of industry experience, currently serving clients through Morgan Stanley in Mandeville, LA. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning involves structured discovery and firm-approved tools, providing tailored plans supported by macro-level modeling techniques, while clients retain responsibility for plan implementation.

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.

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.

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.

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.

Daryn Hope is a financial advisor with Primerica Advisors in Mandeville, LA, holding Series 63 and Series 65 licenses and one year of industry experience. He served at the Department of Homeland Security for over 20 years before transitioning to financial services. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary management with support from BNY Mellon Advisors and Pershing. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

Joshua Sapp is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual, Ozark National Life, and Freedom Homes. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning to offer recommendations on investment categories and strategies.

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.