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 Cressend is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Shelby worked in education for several years, including roles at St. Charles Parish Public Schools, the University of Louisiana at Lafayette, and Destrehan High School. Shelby also has experience with Anytime Fitness. Ameriprise is a large institutional firm that offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

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 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 2005. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, 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 financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2017, she worked in hospitality and short-term rentals. She is also the owner of Bayou City Real Estate LLC, a limited liability company established to hold rental properties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

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.

Caroline Casey is a Series 66 credentialed advisor at Merrill with two years of industry experience. Her prior work includes positions at Hancock Whitney and the University of Alabama, as well as a 15-year tenure at the Academy of the Sacred Heart. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mary Villegas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., JPMorgan Securities LLC, and Wells Fargo & Co. since 2014. 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, distribution, and investment management capabilities.

Christopher Mccauley is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Baystone Partners for eight years. Before entering the financial sector, he spent five years as a stand-up and comedy writer. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Mukund Hanumante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at Metropolitan Life Insurance Company and MetLife Securities since 1983, and has been with Mass Mutual Investors Services since 2017. Outside of his advisory work, Hanumante is an author and speaker of spiritual books, a role he has held since 1999. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven planning tools and provides event-driven planning programs alongside its ongoing advisory services.

Claudette Tull is a financial advisor with Primerica Advisors in Gretna, LA, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors since 2001 and with Primerica Financial Services since 1996. 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, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading and implementation to BNY Mellon Advisors.