William Edmonds is a Series 66-licensed financial advisor with Morgan Stanley in New Orleans, LA. He joined Morgan Stanley in 2025 and has prior experience in commercial real estate through Beau Box Commercial Real Estate and operates WBE Real Estate, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on 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 include both direct individual plans and employer-based Corporate Financial Planning agreements.

James Rosenbloom is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Compass Capital Management and Securian Financial Services, among others. Outside of finance, he serves as the Director of Sacred Music at St. Philip Neri Catholic Church and is a board member and co-chair of the donor engagement committee for the Catholic Community Foundation. Rosenbloom is also an active freelance musician. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

James Haas III is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors since 1981 and has worked with affiliated companies including Primerica Financial Services and Primerica Financial Services Home Mortgages. In addition to his advisory role, he is involved in sales of investment-related products and occasionally refers clients to home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Paul Ribka is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1997 and joined Merrill Lynch in 2005. Paul focuses on retirement income strategies, cash flow management, and fixed income investing. His expertise also includes college education planning, family wealth management, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Paul holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Coral Gables Senior High School. In his work, he prioritizes building trust and providing open and transparent communication to help clients navigate the ups and downs of the investment markets and life changes. Outside of his professional role, Paul enjoys spending time with his wife, Erin, and their three children, with travel being a shared family interest. His personal hobbies include cooking and competitive skeet shooting, a sport in which he has held several state titles. Paul is also involved in community organizations such as Feeding America and Friends of Marsalis Harmony Park.

Stephen Beck is a financial advisor with Mass Mutual Investors Services in Metairie, LA. He holds a Series 66 designation and has been with the firm since 2026. Prior to this role, he worked at the Office of the Independent Police Monitor and studied law at Loyola University New Orleans College of Law. Outside of financial advising, he has been involved with Full Sun Gifts since 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning supported by proprietary software and educational seminars.

Cynthia Moll is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored planning and ongoing advice focused on retirement income strategies. The firm’s approach integrates proprietary research, algorithmic tools, and a managed account structure within a defined investment ecosystem.

Jennifer Esler is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Horizon and Iberiabank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology solutions.

David Howe Jr. is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2017, he worked at Strategic Investment Group for three years. Howe serves as a board member and treasurer for both the Preservation Resource Center, a nonprofit focused on historic preservation in New Orleans, and the local chapter of YPO Next Generation, a leadership community for chief executives. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized, non-discretionary advisory services delivered by a select group of Wealth Advisors.

Hunter Charbonnet is a financial advisor with UBS Financial Services in New Orleans, LA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at UBS Financial Services since 2011. Outside of his advisory role, Charbonnet is involved in historical and horticultural organizations, serving as Vice-President of the Northshore Camellia Club and holding officer positions with the General Society of Colonial Wars and the Louisiana Society of Colonial Wars. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

James Spiro is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of the Jewish Endowment Foundation and is involved with Fantasy Motors LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling as part of its comprehensive financial planning process.

Wanda Addison is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models as part of its financial planning process.

Aundeah Kearney is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, Kearney worked at Bank of America and Merrill. Kearney also serves as a Signal Officer in the United States Army Reserve, overseeing IT requirements and equipment for the unit. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Allison Lombardi is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including nine years at RBC Capital Markets, LLC, and currently works in New Orleans, LA. J.P. Morgan Securities LLC 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 incorporates an ESG eligibility framework.

Angela Castro is a Series 66 licensed financial advisor with Edward Jones in Metairie, LA, where she has worked since 2020. She has five years of industry experience and previously spent six years at Bedgear LLC. Outside of her advisory role, Angela is a co-founder of Alpha Leadership & Safety Consulting, a family business focused on managerial decisions. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Sarah Mitchell is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Sarah works with clients to develop personalized financial strategies aimed at pursuing their long-term goals. She holds a Bachelor's Degree from the University of Mississippi and a Master's Degree from the University of Southern Mississippi. Sarah has earned the Personal Investment Advisor (PIA) designation, reflecting her professional commitment to investment advisory services. In addition to her professional work, Sarah participates in community volunteer activities consistent with Merrill's tradition of community involvement. Her personal interests include antiquing, cooking, gardening, music, reading, and yoga.

Becker Aleman is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including JPMorgan Chase and LPL Financial, before joining Charles Schwab in 2020. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Timothy Rock is a Series 66-licensed financial advisor with Edward Jones in New Orleans, LA, with 14 years of industry experience. He has been with Edward Jones since 2011. 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 through a nationwide network of about 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Robert Brune is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including prior roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as treasurer on the board of the nonprofit Cabrini High School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements using firm-approved analytical tools and offers various event-driven planning programs.

Joshua Orr is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Gulf Coast Bank and Trust Company and was involved with NOCA Baseball. Outside of finance, he operated Plum Street Snoballs, a local business, for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Colin Hatchard is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors, Agia, and Valic Financial Advisors. Outside of his advisory work, he is active as a co-owner of business entities used for expense management and holds trustee responsibilities for a family trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and partner platforms to construct diversified portfolios tailored to client needs.