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 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 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, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

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.

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.

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.