Samuel Pyanov is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, with prior roles at Wells Fargo Clearing Services and Axa Advisors. Outside of his advisory work, he co-founded Noviq LLC, a pharmaceuticals company, and owns Manage South LLC, which works on aircraft. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Adam Stierwald is a financial advisor at Edward Jones in Metairie, LA, with 12 years at the firm and a total of 10 years of industry experience. He holds a Series 66 designation. 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 network of financial advisors and branch offices.

Hamilton Martin is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Corrinne Mestayer is a financial advisor with Merrill in New Orleans, LA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Merrill and Bank of America, she spent 13 years at Trinity Church and School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Springer is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Kyle Delaune is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Cumberland University, Eddie Bauer Inc., and Northwestern Mutual. Outside of his advisory role, he serves as an assistant wrestling coach at Brother Martin High School. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Frank Briseno III is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 19 years. Outside of advisory services, he is an insurance agent and a partner in Briseno Investments LLC, which owns a small office building. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Gordon Brown is a financial advisor at Edward Jones with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Johnny George is a financial advisor with Equitable Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors since 1999 and also operates a financial consulting business that includes preparing income tax returns. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Ricky Hu is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade before joining Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized operational infrastructure with multi-asset model portfolios and due diligence on alternative investments.

Brandi Carr is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, BankPlus, and Regions Bank. Carr is based in New Orleans, LA. Morgan Stanley Wealth Management offers a range of advisory programs serving both individuals and institutional clients, with a focus on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services without offering individual security recommendations as part of its standalone planning.