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, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at First Horizon Advisors, Infinex Investments, Iberia Financial Services, Iberia Bank, and Proequities, Inc. He is also a one-third owner of Triple J Sports, a recreational vehicle and boat business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings such as insurance-related vehicles and bank deposit sweep options.

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.

Norman Brown is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. for 12 years and has operated Brown Financial Group since 2008. In addition to his advisory work, he is involved in selling fixed and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Desiree Kelley is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. She has worked at Raymond James since 2017 and previously spent nine years with Lincoln Investment and Detillier Financial Advisors. Kelly is also involved as a financial advisor with M Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support tailored client recommendations.

Daniel Toro Jr. is a CFP® and ChFC® credentialed financial advisor with 13 years of experience at Edward Jones in Metairie, LA. He has served with the firm since 2013. Outside of his advisory role, he volunteers as an alumni advisor, assisting with recruitment and treasury duties for the Phi Iota Alpha Fraternity at LSU. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Charles Genois is a financial advisor with Raymond James Financial in Metairie, LA, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 34 years of industry experience, including founding and managing IMPERA Wealth Management and Charles Genois & Co., LLC. He also serves as an insurance agent and is a partner in Pearl Equity Partners, a family investment business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal advisory and employer retirement plan services.

Tristan Avant is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he held positions at Hancock Whitney Bank, ADP, and various roles while attending Southeastern Louisiana University. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring both discretionary and non-discretionary program options.

Larry Stoner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024, following prior roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Christopher Zink is a financial advisor with UBS Financial Services in New Orleans, LA, holding a Series 66 designation and 28 years of industry experience. He has been with UBS Financial Services Inc. since 2009. Outside of his advisory role, he serves on the Board of Directors for the Bayou Gauche Volunteer Fire Department, where he contributes to strategic planning and oversight of capital expenditures. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Michael Kreeger is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including roles at the Morgan Stanley Private Bank, National Association since 2017. Based in New Orleans, LA, Kreeger's background is focused within a single large institutional firm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and models to support client outcomes.

Alyssa Klein is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Raymond James since 2019 and previously spent six years at Merrill. Raymond James & Associates, Inc. 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 non-discretionary investment consulting through various advisory programs and institutional consulting services.

Anton Strumphler is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at UBS Financial Services Inc. from 2007 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. He holds Series 63 and Series 66 designations and is based in New Orleans, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

William Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities in New Orleans, LA. He has one year of industry experience and previously worked at First Horizon and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chris Fath is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has held roles at JPMorgan Securities LLC since 2006 and JPMorgan Chase Bank NA since 2017. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending strategies.