John Ellis is a financial advisor with Morgan Stanley in New Orleans, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent six years at UBS. Ellis serves as a board member for Iwanta LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Bryan Bordelon is a financial advisor with Raymond James & Associates in Metairie, LA, holding a Series 66 credential and 25 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he has interests in several business ventures, including passive ownership in FUGAZI, LLC. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting services, utilizing a range of portfolio management styles supplemented by affiliated research and model manager options.

Marshall Barnett is a financial advisor with J.P. Morgan Securities in New Orleans, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes tenure at Capital One Securities, Inc., and ongoing roles with several investment-related entities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in portfolio construction.

Laura Rutledge is a financial advisor at Morgan Stanley in New Orleans, LA, holding a Series 66 designation. She has one year of industry experience and previously worked at Felicity Property Co., Tulane University, David Netto Design, Duplass Brothers Production Co., and The Directors Bureau. 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 with a financial planning process that uses structured discovery conversations and firm-approved tools.

Theresa Heingarten is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2005, currently working in Metairie, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,000 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Ruth Green is a financial advisor with Morgan Stanley in New Orleans, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she worked in various academic roles at Tulane University, Loyola University New Orleans, University of New Orleans, and Northwestern State University. Outside of finance, she is involved as a proprietor of a gift shop and serves as an election day poll commissioner. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, utilizing firm-approved planning tools and structured discovery processes.

Eamon Kelly is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan, he held roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and worked at Sarah Lawrence College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Greg Dupuy is an Executive Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2017, advancing through several roles including Benefits & Planning Consultant in Executive Services, Workplace Planning Consultant at various levels, Workplace Planning Associate, and Customer Relationship Advocate. His experience spans multiple facets of financial planning and consulting within Fidelity, reflecting a deep understanding of client needs and Fidelity's service offerings. Greg focuses on combining client situations with Fidelity's resources to assist clients in working toward their financial goals. No educational background, credentials, personal interests, or community involvement information has been provided.

Paul Delord is a CFP® with seven years of industry experience, currently affiliated with LPL Financial in New Orleans, LA. His career includes roles at First Horizon Bank, Cetera, and Hancock Whitney Bank and Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Madeline Kirby is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2017. Outside of her advisory role, she is a minority owner of Corner Post Enterprises, LLC, a real estate and construction consulting business. 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 an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Krystal Broussard is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Thrivent Financial. Outside of her advisory work, she contributes book reviews as an independent contractor for Brown Book Series and performs voiceover work for commercials and narrations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm combines these approaches with an ESG eligibility framework and offers non-discretionary advice delivered by a select group of Wealth Advisors.

Clyde Patton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Cambridge since 2011 and is also involved as a real estate agent with Keller Williams Realty and owner of multiple real estate entities in New Orleans. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary portfolio management.

Kristen Mcconville is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved with Jena Street Investments LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic investment options and operational tools.

Lubin E. Mire Jr. serves as a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He has been part of Merrill Lynch since April 1985, following earlier experience as a Credit Analyst and Loan Officer with First National Bank of Lafayette and Commerce and Energy Bank. Lubin has been active in the financial services sector since 1982. He holds a Bachelor of Arts degree and a Master of Business Administration with a concentration in Finance, both from Louisiana State University. Lubin's professional credentials include the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, family wealth management strategies, managing new wealth, retirement income, and portfolio management services, among others. Beyond his professional work, Lubin has contributed to various community organizations, including serving on the Board and committees of the Saint Catherine of Siena Men's Club, where he was past President. He has also been involved with the Finance Committee of the Saint Catherine of Siena Parish, the Christian Brothers Foundation, and is a perpetual hereditary member of the Military Order of World Wars. Additionally, he supports fundraising efforts at Jesuit High School. Lubin is married with three children and pursues interests in hunting, fishing, sailing, tennis, golf, basketball, music, and cooking.

Marifrances Breaux is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera since 2022 and has been affiliated with Hancock Whitney Bank and its investment services affiliate since 2009. Outside of her advisory role, she is also a property owner and landlord. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform with access to both affiliated and third-party money managers.

Kerry Kungel is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Raymond James in 2025. He holds the Series 66 designation and is based in New Orleans, LA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Octave Francis III is a financial advisor with Raymond James & Associates in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent ten years at Ffc Capital Advisors, LLC. Francis is also the owner of Francis Financial Group, LLC, a business that manages private assets and real estate for its own account and currently operates in a support role for his Raymond James practice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and advisory services characterized by tailored, non-discretionary plans supported by firm research and multiple portfolio management styles, with notable capabilities in municipal advisory services and a wide affiliate network.

Phillip Duckworth serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. He earned a Master's Degree from the University of Georgia and a Bachelor's Degree from Mississippi State University. Phillip specializes in middle market investment banking and transaction planning. His areas of expertise include capital markets, mergers and acquisitions, growth capital, and tailored investment strategies. He works with high-net-worth individuals, entrepreneurs, and business owners to develop bespoke financial strategies that align with their long-term objectives. Outside of his professional responsibilities, Phillip volunteers with local organizations in New York City and New Orleans and is an active parishioner of St. Francis of Assisi Catholic Church in Uptown.

Jill Gieger is a financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and previously spent 12 years with Gambit Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher Sercovich is a financial advisor with Edward Jones in New Orleans, LA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and also serves as a reservist in the U.S. Coast Guard, performing boat safety checks and enforcing maritime laws. Prior to his advisory role, he worked at Airbnb and the Louisiana Department of Transportation and Development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.