Cynthia Thompson is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Raymond James Financial Services. Thompson serves as a public official on the Mandeville City Council and has contributed to LexisNexis publications. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on both discretionary and non-discretionary strategies.

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.

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.