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.

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 credentials and 24 years of industry experience. He has worked at LPL Financial since 2009 and previously at Strategic Financial Concepts from 2012 to 2025. In addition to his advisory work, he teaches classes online for Bryant & Stratton. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and a range of discretionary and non-discretionary management options.

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.