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.

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.

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.

Lauren Babb is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015. Outside of advising, she is a part-time bookkeeper at Live Oak Pharmacy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

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 with Wells Fargo Clearing, holding 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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 in Mandeville, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Bruce Shields & Associates since 2011. 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 other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darryl Mierl is a financial advisor with LPL Financial in Mandeville, LA, holding the Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Consortium Private Wealth LLC, Benjamin F Edwards & Co, Wells Fargo Clearing, and Merrill. He serves as President and Chief Investment Officer of Gryphon Wealth Management LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing various strategies and tools, and supports a large network of advisors managing significant discretionary assets.

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 at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 12-year tenure at Citigroup Global Markets. Outside of her advisory role, she is involved as a manager and member of ROUGEOU PROPERTIES, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning and investment solutions.