Kenneth Williams is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kurt Bornkessel is a CFP® professional with 21 years of industry experience, all with Edward Jones since 2005. He is based in Hammond, LA. Outside of his advisory role, he serves as a general member of the board for the Ginger Ford Northshore Fuller Center for Housing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Hayden Carter is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory services, he is involved in part-time farm, land, and forestry work through Carter Land & Farms, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

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, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 in Mandeville, LA, holding 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Services LLC, Regions Investment Solutions/Regions Bank, Brighthouse Financial, and Transamerica Capital Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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-credentialed financial advisor with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes with data from its Global Investment Committee to support client financial plans.

Roy St Paul is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. He holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

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 with Cetera, holding Series 63 and Series 65 designations and over 21 years of industry experience. His career includes long-term roles with Hancock Whitney Bank and Hancock Investment Services, Inc. He is also a silent partner in a local cemetery business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services executed via a multi-manager platform.

Daryn Hope is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to entering financial services, he served 20 years at the Department of Homeland Security. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.