Clayton Dudley is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. Outside of his advisory role, he has served as a server for 527 Causeway LLC dba Gallagher's 529. 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 financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Karen Calcagno is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. From 2016 to 2019, she was involved with Karen's Creations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary program where clients retain final decision-making authority.

Chris Dupassage is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Keith Steele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 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 plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory services.

Benjamin Capshaw is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in January 2009 after ten years at Morgan Stanley, where he held the position of Vice President, Wealth Advisor. Prior to his advisory roles, Benjamin worked in the Investment Consulting and Equity Research departments at Morgan Stanley. He focuses on retirement planning and the development, implementation, and tracking of client investment portfolios, with a special investment emphasis on fixed income (both taxable and tax-exempt), individual equities, and structured investments. His client base includes individuals throughout the greater New Orleans area and across the country. Benjamin graduated cum laude with a Bachelor's Degree in Finance from Louisiana State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, Benjamin enjoys boating, cooking, fishing, football, golfing, music, traveling, and spending time with his family.

Robert Spadetti is a financial advisor at Raymond James & Associates with one year of industry experience. He has previously worked at Trinity Wealth Securities, Florida Financial Advisors (DBA Tristate Financial Advisors), and several other firms. Spadetti holds Series 63 and Series 65 licenses. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Hayden Carter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials 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 work, he is involved in part-time farm, land, and forestry activities 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, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

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.

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.

Rebecca Martin is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she serves as president of the Mississippi State Medical Association Alliance Group and is involved in community activities including serving on a homeowners association board and managing a youth soccer travel team. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

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.

Jeffrey Bruce is a financial advisor with LPL Financial in Slidell, Louisiana, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages an online sales business focused on selling items from estate sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, with a platform supported by advanced operational and research tools.

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.