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 with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, where she worked for a combined 20 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and diverse investment strategies.

Richard Broussard is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Stryker for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates an SEC-registered advisory program, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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.

Thomas Braly Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2009. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, working closely with advisors like Braly to support clients’ retirement planning needs.

Richard Kernion Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory work, he is a partner in an LLC that owns a rental property in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.