Reid Mc Lellan is a CFP®-designated financial advisor at Edward Jones with 30 years of industry experience, including 23 years at Edward Jones. He serves as chairman of the Plaquemines Association of Business & Industry and is president of the Belle Chasse Lions Club. He is also an alumni board member of the Alpha Gamma Rho Fraternity Alpha Epsilon Chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Cole Louviere is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones and Smith and Nephew. Louviere is also the owner of River Ridge Wealth Management LLC, where he assists clients in managing their wealth and assets. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing various tools and platforms to construct and manage portfolios.

Adam Mcconnell 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 Private Bank division since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including 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 planning process using firm-approved tools and modeling techniques.

Robert Sabrio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. 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.

Suzy Demers is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009 and at CitiGroup Global Markets since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that span retail and institutional markets.

Belinda Laws is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad platform of capital markets solutions.

Dayna Fitzgerald is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and bringing 34 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to assist clients in developing tailored financial plans.

Katina Summers is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience and previously worked at Kushner LaGraize, LLC for eight years. She holds a committee appointment with the Louisiana State Treasurer's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors.

Charles Aubert III is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and having 10 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018, following earlier roles at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Claudia Billeaud is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates 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, institutional clients, and charitable organizations, offering tailored financial planning and consulting services through a variety of portfolio management styles.

Scott Guidry is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in several real estate business activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

George Sartin is a financial advisor with Edward Jones in Metairie, LA. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked in the construction industry and had experience with Sartin Riche Trial Lawyers. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Chloe Charbonnet is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions with NET Ministries Ireland and the Apostolate for Family Consecration. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Demontrond is a financial advisor with UBS Financial Services in New Orleans, LA, holding a Series 66 designation and 11 years of industry experience. She previously worked at Goldman Sachs & Co. from 2015 to 2019. Outside of her advisory role, she serves on the board of directors and as Membership Chair of the Princeton Alumni Association of Houston and volunteers on the Llama & Alpaca Committee for the Houston Livestock Show and Rodeo. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Christopher Fuller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 20 years of industry experience. Fuller co-owns Financial Consulting Group, Inc., a support company through which he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning and uses risk profiling and modeling tools to tailor recommendations to client goals.

Michael Walker is a ChFC® and Series 66-licensed advisor with two years of industry experience, currently affiliated with Cetera. His background includes roles at Hancock Whitney Bank, LPL Enterprise, Prudential Insurance Company of America, and POM Insurance, along with five years at Canal Barge Company. He serves on the board for the 18th Ward, is a board member for Isidore Newman School, chairs the advisory board for Breakthrough New Orleans, and is an elder at Celebration Church in Metairie. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and custodial relationships.

Dylan Parfait is a financial advisor at Charles Schwab with a Series 66 license and two years of industry experience. His prior work history includes roles at Charles Schwab Bank SSB, Tasc Performance, Carr, Riggs & Ingram, and Ernst & Young. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Katherine Legardeur is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. She has been with J.P. Morgan Securities since 2008 and with JPMorgan Chase since 1996. Outside of her advisory role, she serves on the board of The Idea Village, a nonprofit organization supporting startup founders across the Gulf Coast, and is involved with Junior Achievement of Greater New Orleans Foundation as a board member and investment committee member. 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. The firm delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program that relies on centralized due diligence and an in-house manager solutions team.

Mary Colon is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. She is based in New Orleans, LA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

William Blakeman is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, he was involved with Paradise Outfitters, Boil Boss, and Liziards Lodge hunting club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.