Bratie Leary is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. Prior to joining NewEdge Advisors, Leary held roles at LPL Financial LLC, Northshore Wealth Advisors, and had academic affiliations with Louisiana State University, Loyola University New Orleans, Auburn University, and Georgia Southern University. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services through a network of independent advisers and utilizes a combination of in-house and third-party strategies, supported by centralized due diligence and technology tools.

Jake Goray is a financial advisor with Empower Advisory Group in New Orleans, LA, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Cetera Investment Services, Regions Bank, and New York Life, as well as experience in public school districts. Outside of advising, he is involved with Geaux Ray's LLC, a business he has been part of since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base with a relatively high client-to-advisor ratio.

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 and holds Series 63 and Series 65 designations. She has 15 years of industry experience, including ten years at Folger Nolan Fleming Douglas Inc. and two years with NewEdge Advisors. Wetzel conducts advisory services through NewEdge Advisors under the DBA Continuity Wealth Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a comprehensive range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support both advisors and clients.

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 with NewEdge Advisors in New Orleans, LA, holding 17 years of industry experience. He previously worked at Ahrens Investment Partners, LLC from 2015 to 2023 and at LPL Financial from 2009 to 2015. Outside of advising, he is involved in an insurance agency that sells fixed life, health, disability, long-term care, and fixed annuities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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 with Morgan Stanley in New Orleans, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Morgan Stanley Smith Barney in 2009. Outside of his advisory role, he is a partner in Offshore Unlimited, a recreation-focused business in Metairie, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and broad investment approaches, managing approximately $2.74 trillion in client assets.

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 financial advisor with Edward Jones in Metairie, LA, holding CFP® and ChFC® designations and 24 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including 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 credentials and over 45 years of industry experience. He has worked at LPL Financial since 2018 and previously was with Invest Financial Corporation and Transamerica Financial Advisors. 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 through a broad network of advisors, employing both proprietary research and third-party strategies.

Christopher Montgomery is a financial advisor with Raymond James & Associates in New Orleans, LA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as president of his condominium association, assisting with financial planning for rebuilding efforts after hurricane damage. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research.

William Nalty is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a member of an LLC involved in real estate transactions and renovations. 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 municipal entities, offering financial planning and consulting with a range of investment strategies supported by extensive research and affiliated managers.

Carson Lucas is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Tailwater Capital LLC and JPMorgan Chase Bank, N.A. Outside of his advisory work, he owns 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 at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services since 2019, following prior roles at Gulf Coast Bank, LPL Financial, and Edward Jones. Outside of his advisory role, he manages a business formed to obtain group health insurance rates for his family. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Neil Domingo is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2013 to 2021 before joining Ameriprise in 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Patrick Russo is a CFP®-designated financial advisor at Edward Jones with three years of industry experience. He has held roles at Edward Jones and Ameriprise, and has worked as a line cook at DR Foods. Russo serves on the Budget & Finance Committee of the Greater New Orleans Service Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.