Anthony Eaton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cetera since 2022. His prior roles include positions at Hancock Whitney Bank, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of advisory work, he is a part owner of AVE Rents, LLC, a small residential rental business he co-owns with his brother. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Dennis Brown Jr. is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in the insurance and sales industries, including roles at Aflac and Kemper Corporation. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Dubuc is a financial advisor at Edward Jones with 22 years of industry experience, all of which have been with the firm since 2004. He holds Series 63 and Series 66 licenses and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Austin Zaunbrecher is a CFA® charterholder with nine years of industry experience. He is currently with J.P. Morgan Securities in New Orleans, where he has worked since 2021. Prior to joining J.P. Morgan, he was employed at Hancock Whitney Bank for eight years. 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.

John Dardis Sr. is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 2014. He serves in several community and charitable board roles, including with Closer Walk Ministries, St. Benedict the Moor School, Jesuit High School, and the Sugar Bowl. 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 through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both proprietary and third-party research and model portfolios.

Elizabeth De La Houssaye is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was associated with Citigroup Global Markets starting in 1997. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, utilizing structured planning tools and modeling techniques without providing individual security recommendations as part of standalone plans.

Marc Miller is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and its affiliated private bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Michael Nichols is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and 29 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 2006. 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 employs a structured planning process using firm-approved tools and models.

Matthew Person is a financial advisor with Cambridge Investment Research Advisors, holding over 27 years of industry experience. He has been with Cambridge since 2021 and has a background that includes operating his own CPA professional corporation since 1996 and involvement in multiple business entities. Outside of advising, he owns and manages a tax service firm and has experience as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms.

Alex Brandenburg is a Series 66-credentialed financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2021, he worked at Uber for six years. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that uses research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Harrison is a financial advisor with Merrill in New Orleans, LA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at Bank of America, T Rowe Price, and OppenheimerFunds Distributor, Inc. He serves as President of the Board for the CFA Society Louisiana, coordinating events and liaising with the CFA Institute. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Cantrell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Securian Financial Services, Minnesota Mutual, and CC Brokerage, where he is also the owner. Outside of his advisory role, he owns Compass Capital Management, a business providing financial products and services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Justin Bardwell is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Capital One Advisors. Outside of his advisory role, he provides support services for Preservation Wealth Management. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios across various asset classes.

Deanna Mclendon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Sheryl Counce is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Brian Lawrence is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and 25 years of industry experience. He has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, where he has been since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured processes and proprietary tools.

Paul Ippolito is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2021. His previous experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

Thomas Brown is a financial advisor at Morgan Stanley in New Orleans, LA, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Jefferies LLC, Merrill, Bank of America, and Horizon Media Inc. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and strategies without providing individual security recommendations as part of standalone plans.

Conor Delaney is a Series 66-licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at firms including Robert Baird & Co., Voya Financial Advisors, and OneAmerica Securities. 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.

Daniel Marshall III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 19 years of industry experience. He previously worked for StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. for over 16 years. Outside of his advisory role, he is employed as an associate with Charles Genois & Co., LLC/Impera Wealth Management LLC, focusing on new business prospecting and client maintenance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and modeling to support informed client decisions.