Myrtis Hales III is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 registrations and 13 years of industry experience. His prior roles include positions with Eagles Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. He also provides actuarial calculations for settlement practices as an independent contractor. MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm‑approved software and collaborative, annual planning engagements.

Joyclen Prevost is a financial advisor with Primerica Advisors in New Orleans, LA, holding a Series 63 designation and over 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, she is a book author with Joyce Prevost Enterprise and owns Kennedy's Global Enterprise. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure.

Barrett Champagne is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of St. Francisville, Postlethwaite & Netterville, and August Boutique. He is based in New Orleans, LA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Leonard Nelson is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked at LPL Financial since 2009 and previously at Strategic Financial Concepts for 13 years. In addition to his advisory role, Nelson teaches online classes for Bryant & Stratton. 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 and access to third-party asset management, supported by a broad platform and various operational tools.

Bradley Mashburn is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to helping individuals, families, and businesses achieve their financial goals through tailored wealth management strategies. His expertise includes investment research, portfolio management, and alternative investments, with a focus on building trust and long-term relationships with clients. Before joining Merrill Lynch Wealth Management, Bradley served as a Research Analyst with Infinity Capital Partners, a Fund of Hedge Funds in Atlanta. In this role, he collaborated with Registered Investment Advisors and family offices to construct and manage alternative investment portfolios tailored to clients' specific risk and return objectives. Bradley holds a Bachelor of Business Administration in Finance from the University of Georgia's Terry College of Business. He is a Personal Investment Advisor (PIA) and actively participates as an alumnus of his university. His personal interests include football, music, reading, running, and watching movies.

Isabella Mannino is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2023 and Morgan Stanley Smith Barney LLC since 2021. Prior to her financial services career, she spent nine years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients develop tailored plans.

John Whiting is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2018. Prior to that, he held positions at Bass Commercial Concrete, Greg & Julie Hackney Farm Partnership, and The Atwell Law Firm. 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 a range of clients including individuals, high-net-worth investors, and institutional plans.

William Kass is a financial advisor with Stifel, holding a Series 63 license and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory work, he owns an LLC established for personal recreational boating purposes, which is not used for business or income. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology through its Investment Strategy Group to provide analysis and asset allocation guidance for client decision-making.

Gary Brewster Sr. is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Scotia Capital (USA) Inc. since 2012. Outside of his advisory work, he serves as President and a member of the Board of Directors for the Crescent Club, a Mardi Gras parade and ball organization in New Orleans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models in delivering client solutions.

Nathan Foret is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Outside of his advisory work, he owns rental properties in New Orleans that are managed by a client. Ameriprise is an institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for clients with significant investable assets, combining research, modeling, and tax strategies to generate tailored, non-discretionary recommendations.

Thomas Mason is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology.

Lisa Calongne is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for eight years before joining LPL Financial in 2023. Outside of her advisory role, she is a business owner and partner in a restaurant and bar called Whiskey Cowboy Saloon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Labat Jr. is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience. Outside of advising, Labat works as a Physical Therapist Assistant at Ochsner Medical Center, providing acute care treatment and rehabilitation support. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and maintains one of the largest retail advisor and branch networks in the industry.

Jeffrey Marcon is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent 11 years at Edward Jones. In addition to his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered through a network of independent Financial Professionals.

Lauren Lamulle is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. Prior to Ameriprise, she worked for nine years at Wells Fargo Clearing. Lauren is based in New Orleans, LA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement income planning advice, including asset allocation and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

John Race Jr. is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Coker & Palmer, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 uses structured planning tools without providing individual security recommendations as part of standalone planning services.

Scott Landry is a Series 65-licensed financial advisor with Primerica Advisors in Metairie, Louisiana, with one year of industry experience. Prior to joining Primerica Advisors, he was employed with Primerica Financial Services and has also been self-employed. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates on a large scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Whitney Braddock is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, Braddock spent ten years with Diagnostic Imaging Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, leveraging both proprietary and external model portfolios.

Russell Obee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Evangeline Maples is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. She has served in multiple roles at Edward Jones since 2019. Outside of her advisory work, she has been involved in a political action committee focused on local community issues in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches as well as its integrated capabilities including trust services and securities-based lending.