Rudolph Johnson III is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is involved as a sole proprietor managing a vacation rental property in Destin, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling.

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.

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.

Ryan Rivers is a financial advisor with Primerica Advisors in Mandeville, LA, holding 18 years of industry experience. His work history includes roles at Feliciana Home Health and North Oaks Hospital, alongside long-term involvement with PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Michael Huerstel Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with LPL Financial since 2022 and also works with Bruce Shields & Associates, where he has been active since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and providing access to research, model portfolios, and technology-driven investment options.

Darryl Mierl is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining LPL Financial in 2023, he spent ten years with Benjamin F. Edwards & Co. He also serves as President and Chief Investment Officer of Gryphon Wealth Management LLC, an entity related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and incorporates research and model portfolios from various sources.

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.

Thomas Brandt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Ozark National Life Insurance and CNS Corporation, along with roles at National Western Life and MassMutual Life Insurance Company. Outside of his advisory work, he owns and oversees a rental property business through B Brandt Holdings LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Al Bourgeois is a financial advisor at Edward Jones in Covington, LA, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at EAG Gulf Coast LLC, Postlethwaite & Netterville, APAC, Horne LLP, and Galloway Johnson Tompkins Burr & Smith. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Green is a financial advisor with Raymond James & Associates in Mandeville, Louisiana, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Outside of his advisory role, he owns Poisson Rouge Catering, LLC, and serves as a director for Friends Helping Kids, Inc., a nonprofit organizing activities and a summer camp for children with disabilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a broad client base—including individuals, institutions, and municipalities—and provides tailored, primarily non-discretionary financial planning and consulting supported by in-house research and a range of portfolio management styles.

Garrett Booth is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Levelset dba Express Lien from 2016 to 2019. Garrett is based in Covington, LA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Geneva Rougeou is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved with a seed funding venture named Taylor Lauryn in Covington/Mandeville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and broad asset management capabilities.

Paul Huval is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management approaches and affiliated research.