Jacob Baxter is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked with several firms, including Gulf Coast Bank & Trust and Cetera Advisor Networks. Baxter is based in New Orleans, LA. 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. The firm offers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Justin Goings is a Series 66 licensed financial advisor with Edward Jones, based in Luling, Louisiana, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked briefly at Raymond James in 2018 and was involved with the Country Club of Louisiana and Louisiana State University from 2016 to 2020. Outside of advising, he is a landlord of the Edward Jones office he operates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated funds. The firm manages over $1 trillion in assets and maintains a large national network of financial advisors and branch offices.

Alex Brignac is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Massachusetts Mutual Life Insurance Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of approximately 23,700 advisors and over 15,000 branch offices.

Jon Emerson is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Christian Vardaman is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2019, as well as earlier positions at LPL Financial, GWM Advisors, Gulf Point Advisors, and Resource Management. He is based in Metairie, LA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Lee Henderson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 22 years of industry experience, including nine years at Merrill Lynch prior to joining Raymond James in 2019. Henderson serves as treasurer and board member of the New Orleans Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffrey Windes is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include five years at Stifel before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kyle Hughes is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Cetera and has prior experience at Morgan Stanley and Hancock Whitney Bank. Hughes's background includes roles at Tulane University and an entrepreneurial venture, Office Ops, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies, overseeing over $256 billion in assets through more than 10,000 advisors.

Glenn Riches is a financial advisor with Primerica Advisors in Metairie, LA, holding 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Jason Rawls is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Rawls serves as a board member of The Greg Monroe Foundation, which focuses on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its advisory services.

Kyle Carpenter is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including work at Morgan Stanley Private Bank, National Association, since 2015. Carpenter serves on the Board of Directors for the Loyola University of New Orleans Alumni Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers its financial planning through structured processes and firm-approved tools.

James Scott Jenkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Sunflower Bank from 2019 to 2022. He also spent six years in education at the high school and college levels. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd Murphy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 10 years of industry experience. Prior to his current role, Murphy was associated with M Wealth Advisors and Planning and Investment Centers, Inc. He serves as chair of the Policy Committee for Greater New Orleans, Inc., focusing on economic development, and is also a board director for Men of Fashion, a nonprofit that raises funds for the New Orleans Ballet. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network along with institutional consulting and portfolio management.

Frank Toro III is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at Crown Lift Trucks of New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Jennifer Victor is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked at Cetera since 2023 and concurrently serves as a wealth advisor at Regions Bank, where she has been employed since 2020. Prior to her financial services career, she held positions in various industries including medical billing and retail. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored 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 that supports diverse investment approaches and program structures.

Michael Zatarain is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Outside of finance, he has been involved with Crescent City Gymnastics and U.S. Gymnastics for several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program.

Trudy Ann Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Elise Investments, LLC, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. 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 applying an ESG eligibility framework in its recommendations.

Gina Stoltz is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 34 years of industry experience. Her prior roles include positions at New York Life Insurance Company, NYLIFE Distributors LLC, Prudential Insurance Company of America, and Hancock Whitney Bank. 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 with access to affiliated and unaffiliated managers, supporting various discretionary and non-discretionary program structures.

Isabella Shaw is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and AllianceBernstein, and has academic experience at the Haslam College of Business at the University of Tennessee. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Emanuel Blessey is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995 and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.