William Crosby is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley and has previously worked at Regions Bank, Cetera Investment Services, and Hancock Whitney Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Jennifer Slimmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She was with Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Francis is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes a position at BOK Financial Securities, Inc. from 2006 to 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Siya Chelapurath is a financial advisor at J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation. Siya has one year of industry experience, with prior roles at JPMorgan Chase Bank and experience working at Tulane University and Inscopix Inc. 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. The firm’s services are delivered on a non-discretionary basis with a focus on approved funds and strategies.

Andrew Herpich is a financial advisor with Mass Mutual Investors Services in Metairie, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, he worked at MassMutual Life Insurance Company, Lyft, and Martin International. Outside of his advisory work, he is the lead singer for a live music group called The Red Hot Gentilly Peppers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves collaborative, annual engagements using advanced software tools and offers a range of event-driven planning programs.

Jeremy Papania is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at Cetera since 2025, as well as prior positions at Andrew Achary, Eric Arman, Northwestern Mutual Investment Services LLC, MML Investors Services LLC, MassMutual, and MSI Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers, and oversees more than $256 billion in assets under management.

Michael Graham II is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also owns Premier Veterinary Consultants, LLC, a veterinary medicine practice. Graham’s experience includes roles at Cetera Wealth Services and involvement with North Star Consultants Inc., where he provides financial services including life insurance, securities, and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party strategies.

Rachael Schorr is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and Corporate Financial Planning agreements with employers.

Michael Glazer is a CFP® with 12 years of industry experience, currently advising at Cetera. His work history includes roles at Axa Advisors, Hancock/Whitney Bank, and various Cetera entities. Besides his advisory work, he holds a 15% ownership in a real estate company and is involved in the sale of premium finance life insurance. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts. The firm offers a diverse range of investment and retirement services through a large network of advisors, utilizing multiple program structures and third-party managers.

Michael Martin is a financial advisor with LPL Financial located in New Orleans, LA. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining LPL Financial and Hibernia Wealth Management in 2025, he worked at Prospera Financial Services Inc. and Dorsey & Company. He provides investment advisory services through Hibernia Wealth Partners LLC, an independent investment advisory firm he started in 2025. 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, model portfolios, third-party asset management, and institutional platforms.

Lauren Crosby is a financial advisor with Merrill in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jody Lafont is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. She is a partner and owner of Seven Oaks Development, LLC, involved in mineral lease ownership, and a partial owner of a leisure boat through Happy Jack LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options including affiliated and third-party managers.

Susan Battistella is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1988. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Joseph Barreca Jr. is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations. He has 27 years of industry experience, including prior roles at First Horizon Advisors, Infinex Investments, and Iberia Financial Services. Outside of finance, he has a minority ownership interest in a recreational vehicle and boat business based in Covington, Louisiana. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Charley Moran is a financial advisor with Primerica Advisors, holding a Series 63 designation and 35 years of industry experience. He has worked at Primerica Financial Services since 1991 and with Primerica Advisors since 1989. In addition to advisory services, Moran is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

John Brignac is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Brignac serves as a board member for the Lafreniere Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. It offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.

Norman Brown is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Kovack Advisors, Inc., Kovack Securities, Inc., and Ameritas Investment Company, LLC. He also operates Brown Financial Group, which provides both securities and insurance products to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, featuring a comprehensive platform that includes financial planning, model portfolios, and institutional programs.

Frank Roccaforte is a financial advisor with Edward Jones in Gretna, LA, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scot Billeaudeau is a financial advisor with Ameriprise in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Compass Capital Management, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also the owner of Billeaudeau Enterprises LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.