Blake Steger is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018, as well as Morgan Stanley Smith Barney LLC since 2017. His prior experience includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support its clients’ financial goals.

Cynthia Ricks is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Wayne Barrett is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1995. Based in New Orleans, LA, Barrett has extensive experience in wealth management within large financial institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process that utilizes proprietary tools and models, managing approximately $2.74 trillion in client assets.

Jeffrey Wooton is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he is a member of Blue Tarp Krewe, LLC, a thoroughbred horse-related business. 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, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Deneen O'Connor is a financial advisor at Morgan Stanley with seven years of industry experience. She has held her current role since 2017 and previously worked for CETCO Energy Services LLC for ten years. She holds a Series 66 designation and is based in New Orleans, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and offers a range of advisory programs supported by structured planning tools and a variety of retail and institutional investment products.

William Blakeman is a financial advisor with Wells Fargo Clearing in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hunter Faust is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Lemoine and Grundmann's Athletic Company, and was a full-time student for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

John Gebbia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools for its planning services.

Harriet Newsome is a financial advisor with OSAIC in New Orleans, LA, holding a Series 63 designation and 29 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of her advisory role, she operates a sole proprietorship focused on life and health insurance sales and service to individuals and businesses. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build diversified portfolios that can be managed on discretionary or non-discretionary bases.

Nicole Dunbar is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping affluent families, accomplished professionals, and business owners simplify their financial lives and achieve their goals through a disciplined, personalized approach. She focuses on delivering strategies to grow, preserve, and transition wealth, emphasizing clarity, confidence, and long-term success. Nicole places importance on building strong relationships and providing actionable advice tailored to each client's unique priorities. Nicole’s expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, small business strategies, socially responsible and ESG investing, women and wealth, as well as sports and entertainment clients. Prior to her career in wealth management, she spent over five years in the legal field, bringing qualities of precision, trust, and advocacy to her client interactions. She holds a Bachelor’s Degree and an MBA from the University of Phoenix and the professional designation of Personal Investment Advisor (PIA). Nicole is involved with her community through Franklin Avenue Baptist Church. Outside of work, she enjoys biking, cooking, dancing, gardening, music, pickleball, traveling, and yoga.

Tyler Aymond is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and New York Life Insurance Company. 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 affiliated brokerage and investment management capabilities.

Quentin Campbell is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2017. Prior to Merrill, he held roles at New York Life Insurance Company, NYLife Securities LLC, and JP Morgan Securities LLC. Outside of his advisory work, Campbell is a general partner and managing member of Jackson, Campbell & Campbell Real Estate Investment Group. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Mark Schluter is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory work, he is also active as a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Price Combes is a financial advisor with Ameriprise in Metairie, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Drago's Seafood Company, Glacier Highland Restaurant, Swam Mountain Outfitters, and LSU UREC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Logan Gonzalez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and previously worked at Kidder & Schultz CPAs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Cory Lobell is a Series 66 licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2026. He previously worked at Edward Jones for 14 years. Outside of his advisory role, Lobell is involved in several small businesses, including ownership and operational roles in hardware stores and rental properties in Louisiana and Colorado. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management, leveraging research and model portfolios from multiple sources.

Curtis Eustis is a Private Wealth Advisor and founding member of The Eustis Group at Merrill Private Wealth Management. In his role as Managing Director, Curtis leads a team dedicated to delivering comprehensive financial planning and wealth management solutions to affluent families, business owners, executives, corporations, endowments, and foundations nationwide. Curtis has been recognized as the #1 Private Wealth Advisor in Louisiana by Forbes Magazine for eight consecutive years as of 2026 and the #1 Advisor in Louisiana by Barron's for six consecutive years as of 2026. These rankings reflect the team's commitment to exceptional service and trusted advice. Curtis holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of Mississippi. Curtis is actively involved in the New Orleans community, serving on the Cornerstone Council for the Greater New Orleans Foundation and the Board of Directors for the BK Historic House and Gardens. He has also held leadership roles such as Chairman of the Board for Lighthouse Louisiana and remains engaged with community organizations. Outside of his professional duties, Curtis enjoys boating, fishing, golfing, hunting, running, skiing, tennis, traveling, and spending time with his wife, Celeste, and their three children.

Antonio Carbone is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2012. Outside of his advisory role, he serves on the board and finance committee of People's Housing+, a nonprofit focused on affordable housing development. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence and an ESG eligibility framework.

Sanford Krilov is a ChFC® credentialed financial advisor with 44 years of industry experience, currently affiliated with Cetera. He has worked with firms including VOYA Financial Advisors and operates several business entities. Krilov serves as an elected board member of the Shir Chadash Conservative Congregation and participates in retirement planning item writing sessions with a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers, operating a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Corey Richardson is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bezou Financial Planning Group LLC, Woodbury Financial Services, Inc., and Capital One, spanning from 2006 to 2023. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.