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 30 years of industry experience. She has worked at firms including Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, and Guardian Life. 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 diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers.

Ryan Leblanc is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in non-variable insurance activities, including life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

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.

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 financial advisor at LPL Financial with 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial in 2026. Outside of his advisory role, he is involved in ownership and operational activities related to hardware stores and rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

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 at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and is based in New Orleans, LA. Outside of his advisory role, he serves on the board and finance committee of People's Housing+, a nonprofit affordable housing developer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Steven Ackman is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Ackman participates as a Vine Reviewer for Amazon, providing product reviews. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Ari Goldfarb is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation and five years of industry experience. He is also a partner at Follow the Hummingbird, a consulting firm focused on socially responsible and environmentally conscious start-up and growth companies. In addition to his advisory work, Goldfarb writes fiction under the pen name RK Gold. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, employing tailored, non-discretionary strategies supported by advanced analytical tools and a large advisor network.

Travis Bonifacic is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in the financial services industry. Prior to joining Merrill Lynch in 2019, he was a partner at Johnson Rice and Company, advising mutual fund and hedge fund managers and analysts on portfolio strategies and collaborating with investment banking to raise capital for corporate growth and balance sheet needs. At Merrill Lynch, Travis applies this expertise to serve individuals, families, and business owners, focusing on family wealth management, managing new wealth, small business strategies, and women and wealth. As a member of The Eustis Group, Travis works closely with clients to provide structure, organization, and efficiency in managing their financial balance sheets, beginning each relationship with a thorough financial analysis tailored to unique client needs. He holds a Bachelor’s degree from Florida State University and a Master’s degree from Louisiana State University System, along with professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Travis spends his time coaching youth athletics and engaging in family activities with his wife, Noreen, and their three children. He enjoys cooking, fishing, football, golfing, skiing, and traveling to the mountains of Colorado for family vacations. His approach to financial advising emphasizes connecting with clients both emotionally and analytically to develop personalized solutions that support their financial freedom and life goals.

Ray Ansardi III is a CFP® professional with 11 years of industry experience, currently with Cetera. He has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc., and operates his own financial services firms, The Ansardi Group LLC and Ansardi Financial Services LLC. Ansardi serves on the boards of several local organizations, including the Plaquemines Parish Orange Festival, the Rotary Club of Belle Chasse where he is Foundation Chair, and holds leadership roles in regional business and community groups. Cetera Investment Advisers LLC supports over 10,000 independent advisors nationwide, offering a multi-manager platform that serves individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services.