Robert Gardner is a financial advisor with Raymond James & Associates in Mandeville, LA. He holds a Series 66 designation and has 11 years of industry experience, all of which have been with Raymond James since 2015. Gardner is also the manager of RMG Link, LLC, a single-member investment entity within his Roth IRA that invests in alternative assets not typically accessible through conventional brokerage accounts. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Glenn Towles is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following roles at Morgan Stanley Smith Barney LLC and TD Ameritrade. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and corporate financial planning agreements.

Donald Riley III is a financial advisor with Cetera in Hammond, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including over two decades at Hancock Whitney Bank and investment services roles since 2005. Riley has been with Cetera and Cetera Investment Services LLC since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios with discretionary and non-discretionary options.

Tyler Gugliuzza is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Covington, LA. Outside of his advisory role, he is involved with TLGCS Development, LLC, a real estate office rental business in Madisonville, LA. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Jason Appe is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 1999. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Douglas Wingo is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors, relying on proprietary research and algorithmic tools to produce tailored Recommendation Reports.

Alan Bender Jr. is a financial advisor with Cetera who holds Series 66 and Series 65 credentials and has 34 years of industry experience. He has previously worked at Avantax and Cambridge Investment Research Advisors, and he is a partner and vice president of Retirement Strategies Group, LLC, which provides third-party administration for qualified retirement plans. He also serves as an investment representative at CoSource Financial Group, focusing on qualified retirement plan services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through various program platforms and multiple custodial relationships.

Carter Chotin is a financial advisor with LPL Financial based in Covington, LA, holding a Series 65 credential and 17 years of industry experience. He previously worked with MML Investors Services Inc and MassMutual for 12 years before joining LPL Financial in 2021. Outside of advisory roles, he is involved with insurance activities through Erwin Insurance Agency and Sterling Bridge Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Adam Bennett is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Cetera and Hancock Whitney Bank. Outside of his advisory work, he is associated with ARB Capital Holdings LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of representatives, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Daniel Texada is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he currently serves as owner of Texada Energy LLC and as a board member for Partners in Giving Charity, which organizes an annual charity golf tournament. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager platform through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services.

Bonita Cefalu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.

Blaise Ernst is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved as a partner in Fly Away Aviation, LLC, a company that houses an airplane. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery and proprietary tools, offering a range of services including estate planning strategies and access to investment products and programs.

Tammy Earles is a financial advisor with Edward Jones based in Ponchatoula, LA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Camille Walther is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is involved in notary work in Mandeville, Louisiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to assist clients.

Beth Julian is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has been with J.P. Morgan since 2012 and also co-owns a travel franchise, where she acts as a consultant and travel agent. Prior to her current roles, she was involved in event planning with Parties and Events by RB. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jack Mashburn is a Financial Advisor with The Mashburn Group at Merrill Lynch Wealth Management. He collaborates closely with individuals and families to understand their financial goals, risks, and priorities. Jack applies detailed analysis and long-term planning to develop personalized wealth management strategies tailored to clients' needs. Jack graduated from Louisiana State University with a Bachelor of Science in Finance from the E.J. Ourso College of Business. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and Personal Investment Advisor (PIA) designation. His areas of expertise include education planning, family wealth management strategies, small business strategies, and retirement income. Outside of his professional role, Jack is engaged in community activities consistent with the Merrill tradition. He enjoys football, golfing, pickleball, running, and spending time with his family.

Ian Burks is a financial advisor at Edward Jones in Hammond, LA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for B&G Crane Service, LLC. Outside of his advisory role, he serves as a music minister at a church in Denham Springs, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Debra Stuart is a financial advisor with Edward Jones in Covington, LA, holding a Series 66 designation and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.