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.

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.

Keith Crawford is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and receives compensation for mortgage and home-related service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and implements models with oversight, using a tiered wrap-fee structure.

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.