Statton Frank is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Morgan Stanley since 2019, including Morgan Stanley Private Bank, and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and IBERIA Capital Partners L.L.C. Outside of his financial advisory role, he serves on the Finance Committee of the Church of the Resurrection in New Orleans. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and comprehensive investment resources.

David Indest is a financial advisor with Edward Jones in Elmwood, LA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Marcus Courtney is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Eustis Group. He continues a family tradition of financial advising that began with his grandfather in 1949. Marcus started his career at Merrill in 2011 within the Retirement Group, where he gained experience working with employees and executives from major multinational corporations. His expertise includes Defined Contribution (401k) plan strategies, employee stock option strategies, and detailed personal retirement planning. Marcus holds several professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also registered with FINRA, holding Series 7 and 66 licenses. Marcus earned a Bachelor's degree in International Affairs from the University of Georgia. He is active in community organizations such as the Coastal Conservation Association and Ducks Unlimited, with a focus on wetlands and coastal restoration in the New Orleans area. Outside of his professional work, Marcus enjoys adventure sports, boating, cooking, fishing, hiking, hunting, music, and spending time with his wife, Claire, and their two children.

Chad Hrapmann is a CFP® professional with six years of industry experience, currently affiliated with Cetera. He has worked previously at LPL Financial and Harcon Inc. Hrapmann is also engaged as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Mark Lecoq is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 designations. He has 41 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Jarod Hopper is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Southeastern Louisiana University. Outside of his advisory role, he owns and manages Hopper Holdings LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Michael Diaz is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation and having entered the industry in 2026. He previously worked at Human Interest, Interstate Electronic Systems, Numotion, and Paychex Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,700 financial advisors.

Carman Bruno is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securian Financial Services, Inc., Minnesota Life Insurance Company, and Compass Capital Management. He serves as a board member of the Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and ongoing client supervision.

Margaret Kaul is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017, following a prior role at FBT Investments. She is the owner of The Kaul Firm LLC, an entity maintained in connection with her law license, though she does not actively practice law. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and firm-affiliated research.

Philip Gordillo is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2024 and has over 30 years of experience at Hancock Whitney Bank, where he manages private wealth teams and serves as a regional wealth manager. Gordillo is treasurer and chair of the finance committee for Trinity Episcopal Church of New Orleans, serves on the board of Manning Family Children's organization, and participates on the grants committee at Baptist Community Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser that supports individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

David King is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His background includes roles at Cambridge Investment Research, Inc., and Insurance Procurement Services. In addition to his advisory work, he is licensed as an independent insurance agent, mortgage loan originator, and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jean Cohen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Connor Caplinger is a financial advisor with UBS Financial Services in New Orleans, LA. He holds a Series 66 designation and has recently begun his career in the financial services industry. Prior to joining UBS, his experience includes roles outside finance, such as positions at Lumen Hotel and Mulates. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Nicholas Moran is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, as well as Federated Investment Counseling since 2009. He 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 offers a range of advisory programs and financial planning services that incorporate structured discovery conversations and model-based outcome simulations.

Warren Wyble is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Kamal Wadhwa is a financial advisor with Ameriprise in La Place, Louisiana, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering, including disability income products, and provides investment consulting services through ISMAANA. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Chang is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at Tulane University, Loyola University of New Orleans, De La Salle High School, and Isidore Newman High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Oscar Hernandez is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Gaynell Paradelas is a Series 66-licensed financial advisor with Edward Jones, based in Marrero, LA. She has 15 years of experience at Edward Jones, working there since 2012. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Greif is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and Equitable Financial Life Insurance. Outside of finance, he has been involved with several ventures including Odyssey Medical Technologies LLC and Elizabeth Heiskell Catering. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.