Michael Cadres is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at New York Life for seven years. Prior to his career in finance, he was involved with B&G Crane Service, LLC for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Alexandra Theriot is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she held positions including part-time in-home nanny and work at Country Day School of Baton Rouge. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Evan Gomes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Evan works closely with clients to develop personalized financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from Tulane University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Evan enjoys baseball, basketball, football, golfing, spending time with his family, and watching movies.

Andrew Holman is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2020, he spent seven years at Merrill. Outside of his advisory role, Holman is a partner in S.S. Pompano LLC, a holding company for a 33-foot sailboat. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Robert Folse is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. Before joining LPL Financial in 2017, he spent 16 years at National Planning Corporation. In addition to his advisory work, he has been involved with Design the Planet since 1998, providing strategic planning, graphic design, and brand marketing consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Robert Noel is a financial advisor at Morgan Stanley based in New Orleans, LA. He holds a Series 66 designation and began his advisory career in 2025 after completing several years of full-time education and experience in other industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery processes and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services without offering individual security recommendations within its standalone planning programs.

Brian Broussard is a Certified Financial Planner® with 28 years of industry experience, currently affiliated with LPL Financial since 2004. He serves as an adjunct professor at Tulane University’s A.B. Freeman School of Business, teaching courses related to equity investing and portfolio management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial services, utilizing model portfolios, third-party research, and technology-driven approaches.

Hamilton Martin is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Corrinne Mestayer is a financial advisor with Merrill in New Orleans, LA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Merrill and Bank of America, she spent 13 years at Trinity Church and School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Springer is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Frank Briseno III is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 19 years. Outside of advisory services, he is an insurance agent and a partner in Briseno Investments LLC, which owns a small office building. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Gordon Brown is a financial advisor at Edward Jones with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Johnny George is a financial advisor with Equitable Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors since 1999 and also operates a financial consulting business that includes preparing income tax returns. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Brandi Carr is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, BankPlus, and Regions Bank. Carr is based in New Orleans, LA. Morgan Stanley Wealth Management offers a range of advisory programs serving both individuals and institutional clients, with a focus on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services without offering individual security recommendations as part of its standalone planning.