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 condo association in Clearwater, Florida, where he assists in financial planning for rebuilding efforts after hurricane damage. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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 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.

Christina Wilson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds the Series 66 designation. Outside of her advisory role, she is president of a real estate business, CWC Investment Property, based in Kenner, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Neil Domingo is a financial advisor with Ameriprise Financial Services in New Orleans, LA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with PRUCO Securities, LLC and The Prudential Insurance Company of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Russo is a financial advisor at Edward Jones in Metairie, LA, holding the CFP® and Series 66 designations with two years of industry experience. His prior work includes roles at Ameriprise and Edward Jones, as well as employment as a line cook at DR Foods. He 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, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and offices.

Cody Wells is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Prior to joining Wells Fargo, he worked for the State of Louisiana Division of Administration. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Shelby Champagne is a financial advisor at Ameriprise with two years of industry experience. Shelby holds the Series 66 designation and has worked in education and fitness prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Neal Kaye Jr. is a financial advisor with Wells Fargo Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2015. Outside of his role at Wells Fargo, he owns and manages N. W. Kaye Private Investment Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas, using research and tools developed internally to tailor recommendations for clients.

Stephen Swander Jr. is a Wealth Management Advisor and co-founder of the Davis Deshotels Swander Group at Merrill Lynch Wealth Management in New Orleans, Louisiana. He began his career at Merrill Lynch in 1998 in Lafayette, Louisiana, later relocating to Shreveport as Resident Director overseeing the Northwest Louisiana market before moving to New Orleans in 2021 to establish his current practice. He advises clients with complex financial situations, including business owners, executives, medical professionals, professional athletes, and retirees. His expertise includes retirement analysis, wealth transfer strategies, investment management, and liquidity event strategies. Stephen's approach focuses on understanding clients' priorities, family dynamics, and professional outlook to provide guidance at critical financial crossroads. Stephen holds a Bachelor's Degree from the University of Louisiana Lafayette and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys golfing, skiing, spending time with his family, and traveling.

Colin Albert is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at J.P. Morgan Chase Bank, NYLIFE Securities, New York Life Insurance, Bank of America, Merrill, and Jaymar Construction. 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 large institutional advisory operations with brokerage and investment management capabilities.

Sean Spratt is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an earlier tenure at Citigroup Global Markets starting in 2005. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and planning tools, managing approximately $2.74 trillion in client assets.

Evan Francioni is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones, he worked at Beacon Pointe Advisors and has an academic background including roles at Louisiana State University and the University of New Orleans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

John Robinson is a financial advisor at Osaic with 14 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Sharebuilder 401k, Capital One Sharebuilder, and Capital One Financial Advisors. He is also active as an insurance agent. OSAIC serves a broad mix of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, with access to third-party managers and wrap programs.

Cooper Mc Gregor is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase, MML Investors Services LLC, MassMutual Life Insurance Co, and Capital One Investing LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Svetlana Kletsina is a Series 66 licensed financial advisor with Merrill in New Orleans, LA, with three years of industry experience. Prior to joining Merrill in 2021, she was associated with Hosteeva Short Term Rentals for three years. She is also the owner of Bayou City Real Estate LLC, a limited liability company created to manage rental property holdings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Meyers is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, AllerVie Health, Ryan LLC, and the Federal Trade Commission. 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.

Earl J. Keller III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with UBS since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.