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.

Daniel Herrera is a financial advisor with Ameriprise in Metairie, LA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its related entities since 2015. Herrera serves on the Board of Directors for the Financial Planning Association of Louisiana as a Programs Co-Director. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Hannah Kotsko is a financial advisor with Mass Mutual Investors Services in Metairie, LA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as positions in education at Hamilton Community Schools, Saginaw Valley State University, Shiawassee RESD, and Oakland University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements supported by firm-approved software and educational seminars.

Jeffrey Johnson is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Becker Suffern McLanahan for three years and has a background that includes private pilot training and experience in technology transfer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Patrick Steen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jonathan Schlackman is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his deceased father’s trust and holds power of attorney for his wife, both involving investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options not commonly offered by large institutional advisers.

Richard Schega Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside of his advisory role, he is vice president of The United MSD Foundation, a nonprofit organization, and serves on the board of the West Point Class of 1999 Fund. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services, utilizing firm-approved analytical tools to generate written recommendations tailored to client goals.

Dominique Meyer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Matulich Team, a father-daughter practice focused on building lasting relationships with clients. She partners with multi-generational families to navigate their wealth planning needs, offering strategies that emphasize diversified asset allocation and portfolio risk management tailored to individual financial goals. Dominique joined Merrill Lynch in 2006 and specializes in wealth planning for individuals and families. She holds a Bachelor's Degree in Economics from Mount Holyoke College and a Juris Doctor from Loyola University New Orleans College of Law, which contribute to her analytical and legal perspective in her advisory work. She holds the Personal Investment Advisor (PIA) designation. A native of New Orleans, Dominique lives there with her husband and their two children. She is a sustaining member of the Junior League of New Orleans and supports her local community. Her personal interests include cooking, genealogy, interior decorating, sewing, spending time with family, and swimming.