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., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at M Wealth Advisors, Planning and Investment Centers, Inc., and Raymond James Financial Services firms. Murphy serves as Chair of the Policy Committee for Greater New Orleans, Inc., focusing on regional economic development, and is a director for Men of Fashion, which 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation uncommon among large institutional advisors.

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.

Matthew Clark is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at NYLife Securities and New York Life. He is based in New Orleans, LA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios across various program structures and custodial relationships.

Jason Jeandron is a financial advisor with LPL Financial in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in a recreational fishing camp venture with friends, which is not an income source and has no client involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Burke Echelmeier is a financial advisor with Edward Jones in Metairie, LA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities, LLC and New York Life Insurance Company, as well as involvement with Bourbon's Best Events. 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 supported by a large national network of financial advisors and branch offices.

Timothy Sandman is a financial advisor with Ameriprise in Mandeville, LA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Titan Touchdown Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with an emphasis on Ameriprise-managed accounts and uses algorithmic automation overseen by a Retirement Income Oversight Committee to support its advisory process.

Kimberly Neal is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2016, having previously worked at Wells Fargo Clearing from 2008 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and planning tools to develop tailored recommendations.

John Finney IV is a financial advisor with Edward Jones in New Orleans, LA, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

Nicholas Matulich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1986, advising clients and providing financial guidance. Nicholas brings over 35 years of experience in the financial services industry. He holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in Biology from the University of New Orleans in 1973 and a Bachelor of Science degree in Pharmacy from Xavier University of Louisiana in 1976.

Brian Seay is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Metairie, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Clayton Sanford is a financial advisor with Primerica Advisors, holding a Series 65 credential and 23 years of industry experience. His work history includes roles at multiple healthcare institutions and investment firms, including Pfs Investments Inc and Primerica Financial Services since 2002. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Madeline Browning is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and previously worked at West Jefferson Medical Center for one year before joining Edward Jones in 2017. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Hagstette is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory work, he has operated a remodeling company since 1970. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.