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. His prior work includes over a decade with MML Investors Services Inc and MassMutual. He is also involved in non-variable and property and casualty insurance through the Erwin Insurance Agency and Sterling Bridge Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 programs, supported by a large network of investment adviser representatives.

Adam Bennett is a financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Cetera, First Horizon Bank, and Hancock Whitney Bank. Outside of his advisory work, he is involved with ARB Capital Holdings LLC, a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs.

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.

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.

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.

Thomas Prude is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He worked at Merrill from 2000 to 2009 before joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

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.