Halford Paes is a Series 66-licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has served at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 strategies.

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.

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 at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Kemper Corporation, Allstate Benefits, and several sales and hospitality positions. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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®-designated financial advisor with LPL Financial, bringing 46 years of industry experience. He previously worked at Next Financial Group, Inc. before joining LPL in 2014. Dardis is involved with several community and charitable boards, including Closer Walk Ministries, St. Benedict the Moor School, Jesuit High School, and Sugar Bowl. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and utilizes both proprietary research and third-party management across various investment strategies.

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.

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.