Maxwell Zwain is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and FreeGulliver, LLC. Zwain serves on multiple nonprofit boards, including Young Audiences for LA and the Touro Infirmary Foundation, contributing to their operational and financial oversight. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Clarence Elliott IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at NewEdge Advisors. He previously worked at Edward Jones from 2016 to 2022 before joining LPL Financial. Elliott provides investment advisory services through NewEdge Advisors, an independent registered investment advisor firm. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management via a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.

Paul Allen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at NewEdge Advisors. He previously worked for Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2025. Outside of his advisory role, he is a partner in Legal Eagle LLC, a non-investment-related business, and holds a majority ownership in an airplane. NewEdge Advisors serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a variety of analytic approaches and regular portfolio reviews.

David Guilford is a ChFC®-credentialed financial advisor with 10 years of industry experience. He has been with Eagle Strategies (NY Life) since 2020 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Prior to these roles, he worked at KRW International, Inc. from 2013 to 2017. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, often working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Ashley Wetzel is an investment advisor representative with NewEdge Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at Folger Nolan Fleming Douglas Inc. for 10 years before joining NewEdge Advisors in 2024. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Brent Sheppard is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Hancock/Whitney Investment Services, Inc. and Hancock/Whitney Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, offering portfolio management and comprehensive reporting services.

Kevin Simoneaux is a financial advisor at NewEdge Advisors with 16 years of industry experience. He has been with Ahrens Investment Partners, LLC since 2015. Outside of advisory services, he is involved in a non-variable insurance agency that sells fixed life, health, disability, long-term care insurance, and fixed annuities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Collin Kulivan is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds the Series 66 designation. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Outside of his advisory role, he is involved in conducting baseball lessons in his local community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Andrew Black Jr. is a financial advisor at Morgan Stanley in New Orleans, LA, with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner in Offshore Unlimited, a recreational investment venture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of financial advisory programs and tailored planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and research to support its financial planning process.

Michael Barry is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2015. Barry serves as secretary of the Zeta Zeta Alumni Association. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities, with an investment approach based on proprietary capital market assumptions and probabilistic modeling.

Wilfred Kullman Jr. is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. He is based in New Orleans, LA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate market outcome modeling.

Brenden Coyne is a CFP® professional at Edward Jones with 23 years of industry experience, including 22 years at Edward Jones. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chawki El Dahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Tulane University Freeman School of Business. He serves on the Board of Trustees of St. George's Episcopal School in New Orleans. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Bruza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Invest Financial Corporation for nine years before joining LPL Financial in 2018. His business activities include operating Bruza Wealth Management and involvement with Livingston Financial Group, both related to his advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Christopher Montgomery is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Montgomery serves as President of his condominium association, overseeing financial planning for rebuilding efforts after hurricane damage. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional advisory relationships.

William Nalty is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advisory work, he is a member of Nalty Schreiber LLC, an entity involved in real estate transactions and renovations. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm offers wealth advisory planning, investment consulting, and institutional services, with a notable focus on municipal and public finance through a combination of advisory and affiliated capabilities.

Carson Lucas is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. He has worked at multiple J.P. Morgan entities since 2017 and is also the owner of Sloth Fits, LLC, an online consignment business specializing in secondhand clothing resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Marc Miranne is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Ameriprise since 2019 and previously was affiliated with Gulf Coast Bank and LPL Financial. Outside of his advisory role, he manages a family-owned LLC that was formed to obtain group health insurance rates. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice, primarily focusing on assets managed within Ameriprise accounts.

William Oakland is a financial advisor with Morgan Stanley in New Orleans, LA. He holds a Series 66 designation and has 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and uses firm-approved tools and models, such as Monte Carlo simulations, to support its planning process.