Desiree Kelley is a CFP® professional with 19 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. since 2017 and previously held roles at Lincoln Investment and Detillier Financial Advisors. Kelley is also actively employed as a financial advisor with M Wealth Advisors. 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 institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

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.

Nicole Meunier is a financial advisor at Wells Fargo Clearing with 21 years of industry experience and holds the Series 66 designation. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates Nina Belle, LLC, a business based in New Orleans. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, and manages approximately $671 billion in assets.

Bailey Creath is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation. Creath began working at Edward Jones in 2025 and previously held roles in healthcare and nonprofit organizations, including six years at Manning Family Children's and two years at LCMC Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

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 eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Advisor Resource Council and Faubourg Private Wealth. His background also includes roles at Tulane University in the Chemistry Department. 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 applying an ESG eligibility framework when recommending strategies.

Darren Olivio is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 credential and has worked at several firms, including Chase Investment Services Corp. and Raymond James Financial Services. Olivio is also involved in a non-investment-related support company, Financial Consulting Group Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client decision-making.

Thomas Poindexter Jr. is a Series 63-registered financial advisor with Wells Fargo Clearing in Metairie, Louisiana. He has 36 years of industry experience, including over 10 years with Wells Fargo. Outside of his advisory role, he is a notary public in Louisiana and a partner in a non-investment-related business, St. Savior, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment recommendations.

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.

Mason Couvillon is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2014, following four years at Next Financial Group. Outside of his advisory role, he serves as a board member of the Hartwig Moss Insurance Agency. 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 through its extensive network of investment adviser representatives.

Michael Flynn is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling to support their financial planning process.