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.

James Reiss III is a financial advisor with LPL Financial holding a Series 63 designation and 19 years of industry experience. His prior roles include positions at First Horizon Advisors, Iberia Wealth Advisors, Southern Wealth Securities, and Johnson Rice & Company L.L.C. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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.

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.

Martin Delaureal Jr. is a financial advisor with LPL Financial in New Orleans, LA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior firms include First Horizon Advisors, Infinex Investments, IBERIA Wealth Advisors, and Scotia Capital (USA) Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, leveraging a broad network of investment adviser representatives and various operational tools.

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, Capital One Advisors, and Edward Jones. Bardwell has also supported Preservation Wealth Management in an advisory support role. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Deanna Mclendon is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds the Series 66 designation and 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 and offers both brokerage and advisory solutions.

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 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Banc of America Securities. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Paul Ippolito is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and UBS Financial Services. He is based in New Orleans, Louisiana. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.