Strekker Pryor is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2018. Pryor is also a partner in PQZ Properties, LLC, a real estate business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and advisory services through its extensive network of financial advisors.

Vaughn Scofield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team provide a comprehensive approach to wealth management by offering personalized wealth planning and tailored strategies designed to address clients’ unique short- and long-term financial goals. Their services encompass portfolio management, retirement planning, tax minimization, legacy planning, and liquidity management, among other areas. Supported by Merrill’s investment insights and product breadth, as well as banking, trust, and fiduciary services from Bank of America, Vaughn assists clients in managing all aspects of their financial lives. Vaughn holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both a Bachelor’s Degree and a Master of Business Administration (MBA) from Louisiana State University. In his professional practice, Vaughn emphasizes building trust through transparency, objective advice, and open discussion, working closely with his clients to help them stay on course amid changing circumstances. Outside of his professional responsibilities, Vaughn engages in community involvement through volunteer work. His personal interests include basketball, football, golfing, music, reading, spending time with family, traveling, and watching movies.

Candace Moseley is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and five years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools, and manages approximately $2.74 trillion in client assets.

Mitchell Woods is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Raymond James & Associates in Lake Charles, LA, where he has worked since 2022. Prior to joining Raymond James, he worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, high-net-worth clients, institutions, pension plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary advice supported by extensive research and diverse portfolio management styles.

Joe Gentry Jr. is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones. Outside of advising, he owns a business planning to open a fitness center in Lake Charles, Louisiana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by affiliated research and model managers.

Erin Allen is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2018, Erin worked for 21 years at Billy Navarre Chevrolet. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with the Global Investment Committee’s models to support its financial planning process.

Philip Quinn is a financial advisor at Edward Jones in Sulphur, LA, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at Edward Jones and prior experience at M-Tec/Rise. 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 strategies, and provides services such as tax-efficient portfolio management under a fiduciary standard.

Mark Musso is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Wells Fargo since 2009. Outside of his advisory role, he serves as a trustee for The Musso Investment Group LLC 401K plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse planning needs from retirement to specialized areas such as business-owner transition and special-needs analysis.

Stephens O'pry is a financial advisor with Edward Jones in Lake Charles, LA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Brooke Pleasant is a CFP® professional with 13 years of experience in financial advising, currently with Edward Jones since 2012. She holds the Series 66 designation and operates out of Sulphur, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separate managed accounts.

Mark Fuselier is a financial advisor at Edward Jones in Lake Charles, LA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the hospitality and fitness sectors. His spouse owns Thrifty Way Pharmacy of Lake Charles, in which he has no ownership or operational role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and fiduciary services. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Kelly Bentley is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. since 2019 and previously spent one year at Edward Jones and thirteen years at Merck & Co., Inc. 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 affiliated brokerage and investment management capabilities.

Patricia Philmon serves as a Senior Resident Director at Merrill, where she provides corporate and individual clients with financial advice tailored to their specific needs and goals. She employs a personalized strategy that integrates all aspects of a client's financial life to identify the best strategies, offering services such as retirement analysis, stock option analysis, life insurance analysis and funding, survivor analysis, and educational planning for children and grandchildren. Patricia joined Merrill in 2008 and maintains Series 7 and Series 66 FINRA registrations, as well as licenses to sell fixed and variable annuities, long-term care, and life insurance. She holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Patricia earned her Bachelor of Science degree in Accounting from McNeese State University in 1989. She is active in professional organizations including Christus St Pats, Greater Lake Charles Rotary Club, Sowela Community College Foundation Board Advisor, and Trinity Baptist Church. Her community involvement includes participation with the American Heart Association, serving as a judge for local dance and twirling contests, and engagement with the SWLA Chamber Business Women Network. Originally from Southwest Louisiana, Patricia graduated from Sulphur High School and enjoys working with businesses and families. She values transparency and encourages questions from her clients. Outside of her professional responsibilities, she enjoys cooking, dancing, football, music, reading, and spending time with her family.

Steven Rice is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory work, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm serves a broad client base with advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to support retirement income planning.

Frank Wood is a financial advisor with Morgan Stanley in Lake Charles, LA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a notary and has involvement in family real estate and farmland management activities. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include various investment and planning strategies.

Marshal Baggett is a CFP® professional with 38 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over 30 years with Securities America Advisors, Inc. Baggett also serves as president of a non-profit church organization and is a pastor involved in teaching and ministering. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers, offering integrated brokerage, advisory, and financial planning services alongside multiple investment platforms.

Cheryl Duhon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding affluent clients in Southwest Louisiana through their unique wealth journeys. With more than 30 years of experience in the financial services industry, including over 15 years as a Private Client Financial Advisor at JP Morgan Chase, she provides tailored financial strategies aimed at building and preserving client wealth. Her expertise encompasses managing complex assets such as real estate, private equity, and family-owned businesses, as well as facilitating wealth transfer across generations and supporting philanthropic endeavors. Cheryl holds a Bachelor's Degree from McNeese State University and carries the Personal Investment Advisor (PIA) professional designation. She is fluent in English and French and actively participates in professional organizations including The Chamber SWLA and The Foundation at Lake Charles Memorial Hospital. Her community involvement extends to organizations such as Autism Speaks, Lake Charles Memorial Hospital Foundation, March of Dimes, St. Jude Children's Research Hospital, and United Way of Southwest Louisiana. A lifelong resident of Louisiana, Cheryl resides in Moss Bluff with her husband and four children. She is dedicated to providing research-based, client-centered investment and retirement advice to individuals, families, and business owners, helping them plan for their retirement goals with personalized strategies.

Alexander Reese is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors. Outside of his advisory role, he is an associate at Global Asset Management Group, where he dedicates over 80 hours per month. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Samuel Chol is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 credential and ten years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Taylor Finchum is a financial advisor with Edward Jones in Sulphur, Louisiana. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.