Michael Davis is a financial advisor at Merrill with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill since 1986 and has been affiliated with Bank of America since 2009. He serves as a board member for the New Orleans City Park Improvement Association. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies and benefits from deep integration with Bank of America affiliates.

Thomas Treuting Jr. is a financial advisor with Ameriprise in New Orleans, LA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2010. Outside of his advisory role, he serves on the Board of Directors for New Orleans Friends of Music and teaches and performs piano and trumpet as a self-employed musician. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm’s approach incorporates investment research and algorithmic tools, operating within a defined investment universe influenced by affiliated product arrangements.

John Morgan is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliated entities since 1998, as well as at Planning & Investment Centers, Inc. since 1990. Morgan is also the CEO of M Wealth Advisors. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Howard Rodgers is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior experience includes roles at Regions Bank, Cetera Investment Services, LPL Financial, and Raymond James & Associates. Charles Schwab & Co., Inc. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Patricia Burkett is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Outside of her advisory role, she is involved in small business activities in New Orleans, including managing a candle-making venture for Mardi Gras parades. 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 strategies for a range of individual and institutional investors.

Rose Verdin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors since 2015 and with the broader Primerica Financial Services organization since 2014. In addition to her advisory role, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services through Pershing and BNY Mellon Advisors.

Alexander Failla is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following four years at Whitney Bank. 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 and estate strategies, utilizing firm-approved tools and models to support clients' planning needs.

Nicholas Schiro is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his financial career, he had roles in the hospitality and service industries, including positions at Port Ship Service and various restaurants. Morgan Stanley Wealth Management offers a range of advisory services to individuals and institutions, combining personalized financial planning with access to extensive firm resources and investment programs.

Bryan Palmisano is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. Outside of his advisory role, he owns and operates health and property/casualty insurance agencies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning processes.

Halford Paes is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and also has tenure at JPMORGAN Chase Bank, N.A. dating back to 2012. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Kass Jr. is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2022. His prior experience includes positions at Hancock Whitney Bank, Edward Jones, and Beevers and Beevers LLP. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Julie Alexander is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 credential and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on diverse portfolio management styles and affiliated research.

Bryon Hatrel is a CFP® professional with over 33 years of experience at Edward Jones, where he has worked since 1992. Based in Metairie, LA, he is involved in several outdoor-related business activities including managing hunting leases, fishing camps, and farming operations through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Daniel Lumetta is a financial advisor at Edward Jones in Metairie, LA, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

Peter Lovecchio Jr. is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he co-manages Indigo Partners, LLC, an entity that leases office space for his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Boylen III is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses. He has served in the United States Air Force from 2014 to 2023 and has been working in the financial services industry since 2023. His prior work includes roles at CTEC, Primerica Financial Services, and PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-delivery approach and discretionary separately managed accounts supported by third-party asset managers and custodians, operating at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Rufus Cressend Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, having previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns Bilt Bayou LLC, a business focused on renovation design and DIY construction videos, and is developing a podcast called "Constructive Interference," which features discussions with CEOs and business owners on various business topics. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.

Edward Carney III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1982, focusing on developing wealth management strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals, their families, and their businesses. His work aims to assist clients in meeting both short- and long-term financial objectives. Ed's approach to wealth management is consultative and objective, leveraging over 40 years of experience. Through Merrill, he provides planning services related to personal wealth analysis, retirement, college expenses, and financing alternatives for individuals and businesses. As a qualified Portfolio Manager, he offers personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages these strategies on a discretionary basis as part of the firm's Investment Advisory Program. Ed holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Edward graduated in 1980 from Louisiana State University with a B.S. in Finance. He resides in New Orleans, Louisiana, with his wife Melinda and their two children. Outside of his professional life, Ed enjoys golfing and following the New Orleans Saints.

Joshua Torres is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Horizon Advisors, Hancock Whitney Bank, Hancock Whitney Investment Services, Capital One Advisors, LLC, and Capital One Investing. He is based in Metairie, LA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Wachter is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in New Orleans, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, Wachter is involved in property management and serves as president of two condominium associations. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors.