Willis Lovell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch and Bank of America. Outside of his advisory work, he is a partner in two family-related businesses, one of which involves managing a vacation property in North Carolina. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, and offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Nicholas Frangos is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Prior to that, he was employed at Morgan Stanley Smith Barney LLC, N.W. Johnsen & Co., and Arthur J. Gallagher & Co. He is also involved in Crescent City Anglers, LLC, a recreation-related business based in New Orleans. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Dylan Favre is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include working at Gregory Ricks & Associates and involvement with the American Medical Student Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

Gabriel Nehrbass is a CFP® and Series 66-credentialed financial advisor with 11 years of industry experience, currently serving at Edward Jones since 2014. He is the founder and director of EspaNOLA, a nonprofit focused on arts and cultural events related to Spanish heritage in New Orleans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,700 advisors.

Andrew Wittich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and over 21 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he serves as a board member of Gateway Financial Advisors, LLC, and owns Wittich Financial Services LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals.

Jill Jackson Fullmer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. Her career includes multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Joseph Foret is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MASSMUTUAL Life Insurance Company, NYLife Securities, and New York Life Insurance Company. Outside of finance, he has been involved with Freds In Tigerland and The First Tee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Joseph Hebert is a financial advisor with Ameriprise in Covington, LA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member of the Natchez Trace Property Owners Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored advice primarily for clients with substantial investable assets.

Robert Jardine is a financial advisor with Morgan Stanley in New Orleans, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Jardine serves on the advisory committee of The Kemper & Leila Williams Foundation, a nonprofit focused on museum and historic research. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Niko Tesvich is a financial advisor with Edward Jones in Chalmette, LA, holding a Series 66 credential and six years of industry experience. He has been with Edward Jones since 2019 and serves as the current Board President for the Plaquemines Parish School Board, where he participates in formulating and adopting district policies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large national network of advisors and branch offices.

John Morton IV is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera Investment Services LLC since 2023 and has been employed at Hancock Whitney Bank since 2017, where he serves as a private banker managing loan, depository, and treasury relationships. Outside of his financial career, he is chairman of Agenda for Children, a trustee on the board for Metairie Park Country Day School, and participates in various committees at St. Charles Avenue Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program structures.

Edwin Ellinghausen IV is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Deloitte & Touche for two years. Outside of his advisory role, he is involved with CJE Holdings LLC, a retail and online store business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lendon Rogers is a CFP® professional with 21 years of experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains a rental property in Gretna, Louisiana. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Michael Gautreau is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Metairie, LA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than 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, operating under a fiduciary standard.

Fernando Patron IV is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has been with Cetera Investment Services LLC and Regions Bank since 2015, where he also works as a private banker assisting clients with non-investment banking products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with both discretionary and non-discretionary programs.

Scott Curole is a CFP® with 26 years of industry experience, currently affiliated with UBS Financial Services in New Orleans, LA. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Gloria Roque Gutierrez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and IberiaBank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Loughran is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs for individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its advisory process.

Dana Boudreaux is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2020, Dana held roles at the University of New Orleans Department of Health & Safety and worked at PetSmart, among other positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Blake Schmitt is a financial advisor with Edward Jones in Gretna, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Southern Glazers Wine and Spirits and Fastenal Industrial Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national presence with approximately 23,701 financial advisors and $1.01 trillion in assets under management.