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 at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 advisors.

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. She has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously was with Lincoln Investment and Detillier Financial Advisors from 2007 to 2016. She is also an associate with M Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs for small businesses and institutional clients.

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 66 licenses. He has 34 years of industry experience and has operated under his own entities, including Charles Genois & Co., LLC and IMPERA Wealth Management, since 2010. Genois also serves as an insurance agent and is involved in managing a family investment partnership. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans developed through client collaboration and offers a range of implementation options, with a distinctive focus on non-discretionary advisory services.

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 in New Orleans, LA. She holds a Series 66 designation and has 10 years of industry experience, including six years at Merrill prior to joining Raymond James in 2019. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, combining advisory and financing capabilities.

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.

Nicole Meunier is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2009, working first with Wells Fargo Advisors LLC and then Wells Fargo Clearing. Outside of her advisory role, she owns and operates Nina Belle, LLC, a separate business based in New Orleans. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Philip Navarro is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and its investment services affiliate since 2022 and has held roles at Hancock Whitney Bank since 2015, including private banking functions such as loans and deposits. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by over 10,000 advisors and assets exceeding $256 billion.

Manolo Baca is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Advisor Resource Council, Faubourg Private Wealth, LPL Financial, and academic work at Tulane University’s Chemistry Department. He is based in New Orleans, LA. 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 investment recommendations.

Darren Olivio is a financial advisor with Raymond James Financial in Metairie, LA, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2010 and is also involved with Financial Consulting Group Inc, a support company he owns. Additionally, he holds a non-variable insurance license and sells insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and access to various managed account programs, emphasizing an advisory approach that often leaves final decision authority with the client.

Jesse Duhon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with Cetera and its affiliates since 2021 and is also the owner of Sundial Wealth Alliance LLC. Additionally, he serves as a board member for Hands On NOLA, a local nonprofit involved in community service projects. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with assets under management exceeding $256 billion.

Thomas Poindexter Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a notary public in Louisiana and is a co-executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, using an IPS-driven approach grounded in modern portfolio theory.

Victoria Stipelcovich is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She worked at Gulf Coast Bank and Trust for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.