Caroline Sobolewski is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Bank of America and Merrill. She serves on the advisory board for Spring Hill College, helping oversee a grant focused on student retention. 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 investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Pierce Adams is a CFP® with 14 years of experience in the financial advisory industry. He is currently affiliated with OSAIC and previously worked at Woodbury Financial Services and Capital One advisors. Adams serves as a finance committee member at Trinity Episcopal School, where he contributes to budgeting and financial oversight. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts.

Kenneth Bertucci is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP® and ChFC® designations and over 28 years of industry experience. He has been with LPL Financial since 2006. Bertucci also manages Bertucci Wealth Management, LLC, a registered DBA under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by both proprietary and third-party research.

Evan Jacobs is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is based in New Orleans, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Justin Parkhurst is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

John Cassidy is a financial advisor with Merrill based in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he serves as President of the Algiers Point Men's Club, where he coordinates volunteer community improvement efforts. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, corporate, and charitable clients.

Rob Graham is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include five years at Edward Jones and three years with Valic Annuity Life Insurance Company. 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.

Stephen Hooks Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked with various divisions of JPMorgan Chase since 2006. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Barbara Haydel is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to her current role, she was employed at Metairie Small Animal Hospital for 11 years. Outside of her advisory work, she contributes as a part-time receptionist and veterinary assistant at Metairie Small Animal Hospital. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides a range of financial products through bank and insurance affiliates.

Tiffany Harvill is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with seven years of industry experience. Her prior roles include work at Walmart Stores Inc. and involvement with InspireNola Charter Schools and Propeller: A Force for Social Innovation. She also served as a principal at Harvill Business Solutions, a management consulting firm focused on business process improvement. Additionally, Harvill is a board member of FLYTE in New Orleans. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

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 Fruge is a financial advisor with Morgan Stanley in New Orleans, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, she held positions at Tulane University, Loyola University New Orleans, University of New Orleans, and Northwestern State University. Outside of her advisory work, Fruge is involved as an employee of Phina Shop, a local gift shop, and serves as a State Poll Commissioner. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad range of investment programs while generally acting in an advisory capacity.

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.

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 at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Thrivent Financial. Outside of her advisory role, she writes book reviews for Brown Book Series and performs voiceover work for commercials and narrations. 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.