Christine Shea is a financial advisor at Raymond James Financial with 11 years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill before joining Raymond James. Shea is also the owner of the Law Office of Christine K Shea, LLC, where she provides basic estate planning services, and serves as a committee member helping organize events at St. Peter Catholic School. 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, and institutional investors. The firm offers tailored, non-discretionary planning and emphasizes analytical tools for goal-based investment consulting.

Carlos Hornbrook is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation, Inc. for 18 years and Pan-American Investment Advisers, Inc. for two years. Outside of his advisory role, Hornbrook is an attorney and owner of The Hornbrook Law Firm, which represents NFL athletes in contract negotiations, and he also owns PJM Safety Supplies. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services supported by firm-provided asset allocation tools and access to third-party money managers and wrap programs.

Alexa Weldon is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Merrill from 2016 to 2024 before joining Morgan Stanley Smith Barney LLC. She holds the Series 66 designation and is based in New Orleans, LA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and modeling techniques.

Donald Abaunza Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2022 and has prior work history with Hancock Bank and Hancock Investment Services, Inc. He serves as a board member for De La Salle High School, where he participates in policy and procedural reviews. Cetera Investment Advisers LLC is a nationwide firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various investment solutions and manages over $256 billion in assets through a large network of advisors.

Nicole Deshotels is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been part of the Davis Deshotels Swander Group since 2011. She joined Merrill Lynch in 2003 and previously served as the Client Relationship Manager for the New Orleans complex, supporting multiple offices in Louisiana. Nicole specializes in legacy planning, personal retirement planning, and women and wealth. Nicole holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor® designation, Chartered Retirement Planning Counselor, and Personal Investment Advisor. She earned both her MBA and bachelor's degree in Finance from the University of Louisiana-Lafayette, after completing her high school education at Teurlings Catholic High School. Committed to community involvement, Nicole is an active member of the Junior League of New Orleans and Habitat for Humanity. In addition to her professional work, she serves on the board of the Merrill Women's Exchange. Nicole enjoys boating, reading, traveling, and spending time with her husband and family.

Ralph Leopold is a Certified Financial Planner® with 30 years of industry experience currently serving at Ameriprise. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he is involved in business ownership through entities that manage office space and equipment leasing. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized, non-discretionary recommendations delivered in partnership with financial advisors.

Michael Reilly is a financial advisor with Morgan Stanley in New Orleans, Louisiana, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, First Horizon Advisors, Iberia Bank, LPL Financial, and Standard Investment Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Michael Marse is a financial advisor with Mass Mutual Investors Services in Metairie, LA, holding 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 30 years at Metlife Securities Inc. Marse also operates as an independent insurance agent specializing in property and casualty insurance, including flood insurance through FEMA and related programs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized planning engagements supported by analytical tools and a range of investment and educational programs.

Maria Chang is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2018. In addition to her advisory role, she has been involved with Younique Products since 2014. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Christy is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James Financial Services and HUB International Gulf South. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives utilizing various discretionary and non-discretionary strategies.

Joseph Mannino II is a financial advisor at Morgan Stanley in New Orleans, LA, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates firm-approved tools and quantitative models to assist clients in developing financial plans.

Audry Verrette is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2019, following roles at IberiaBank and Saybrus Partners. Outside of her advisory work, she owns a rental property in New Orleans. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Teresa Folkins is a financial advisor with RBC Capital Markets in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Cuso Financial Services for eight years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Samuel Brand is a financial advisor at Edward Jones in New Orleans, LA, with seven years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2025, he worked at VALIC Financial Advisors, Inc./Corebridge for six years. Outside of finance, Brand has experience working in delivery services and the hospitality industry. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including retirement plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional services such as tax-efficient management and securities-based lending.

Claire Hill is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at the Federal Deposit Insurance Corporation and Line Leap LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers and Model Wealth Portfolios, and also facilitates insurance product sales through affiliated entities.

Tuan Minh Pham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at BrokersXpress LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Tyler Meche is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at PPG and McNeese State University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Shannon Ockman is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she has been involved with The Bayou Sports Shop since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Ricardo Thomas is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation and Transamerica Financial Advisors. Outside of his advisory role, he manages a band and artists through TWA Entertainment and consults for Compassion and Choices. 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, utilizing various investment strategies and operational tools to support its network of over 22,000 advisors.

Michael Minvielle is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is an owner and partner in real estate investment ventures. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser force and a range of portfolio management strategies.