Sara Mccall is a Series 66-registered financial advisor at Morgan Stanley with 10 years of industry experience. She has been with Morgan Stanley since 2015. 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 utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Luke Hahn is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Depuy Synthes, Iqvia, Coating Services, Inc, and Metro Boating. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of over 23,000 financial advisors.

Alexander Nunez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Oracle, and CMA Technology Solutions. Merrill, together 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, and institutional investors.

Colin Brunet is a financial advisor at Edward Jones in Kenner, LA, holding a Series 66 designation. He has one year of experience in the financial advisory field and previously worked for seven years at Paycom, along with prior roles in the fitness industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Diana Stieffel is a CFP® professional with 38 years of industry experience, currently serving at RBC Capital Markets since 2025. She previously worked at UBS Financial Services Inc. from 2009 to 2025. Outside of her advisory role, she is involved with several Catholic charitable organizations, including serving as Synod Implementation Coordinator at St. Dominic Catholic Church and holding leadership roles in the Catholic Community Foundation and the St. Dominic Haiti Partnership. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital-markets and affiliated asset management resources.

Albert Kropog III is a Financial Advisor with The Carney Group at Merrill Lynch Wealth Management in New Orleans, Louisiana. He works with individuals and families to assist them in making informed financial decisions and developing strategies aligned with their personal goals. His areas of focus include retirement planning, investment and wealth management, education planning, distribution planning, and multigenerational wealth considerations. Albert integrates advanced technology tools such as artificial intelligence and large language models to enhance client research and engagement, tailoring financial advice to individual circumstances and priorities. Albert holds a Bachelor's degree from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor™, among other designations. He is a member of professional organizations including the Homebuilders Association of Greater New Orleans and the National MS Society. In his role, Albert collaborates with his team to provide personalized financial strategies drawing upon the resources of Merrill Lynch and banking services of Bank of America. Outside of his professional responsibilities, Albert enjoys adventure sports, antiquing, football, and traveling.

Troy Fields is a financial advisor with Primerica Advisors in New Orleans, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. In addition to his advisory role, he receives compensation for part-time referrals of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Dorothy Clyne is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of her advisory role, she serves as treasurer on the board of the Cotton Mill Condominium Association and is a director of The Charles Foundation, a private charitable organization. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Donald Bourgeois Jr. is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services for 19 years. Outside of his advisory role, Bourgeois serves as president of an LLC focused on encouraging ethical government and holds a local government position advising on disaster recovery projects in St. Bernard Parish. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to deliver customized portfolio solutions.

Oliver Hall Jr. is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Hall serves as treasurer for the Trinity Episcopal School Parents Association, where he is involved in fundraising and provides input on short-term fixed income investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Cole Shannon is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and entrepreneurial ventures in the food service and cleaning industries. 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 uses firm-approved analytical tools to deliver written financial recommendations in collaborative annual planning engagements.

Patrick Oakland is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Before joining Morgan Stanley, he held roles at UKG and GAP, among other positions primarily 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 including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Timothy Brennan is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. His background includes roles at Hancock Whitney Bank and Hancock Whitney Investment Services spanning over two decades. Outside of his advisory work, he serves on the board of the Southern Eye Bank Foundation and supports his wife's CPA firm as a staff accountant. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Rigby is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2024. He is also the owner of Rigby Financial Group, a CPA firm, and serves as a principal in an insurance products business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account platforms. The firm employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Amber Davis is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at DS Services of America, Inc. from 2013 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products including security-based swaps and futures commission merchant services.

Tracey Textor is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at multiple firms including Cetera Wealth Services, Concourse Financial Group Securities Inc, and Gulf Coast Bank and Trust. Tracey also serves as a Client Relationship Manager at The Ansardi Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and unaffiliated third-party managers within a multi-manager platform.

Monika Crossley is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience, including roles at Cambridge Investment Research Advisors since 2015 and Guardian Life Insurance Company of America since 2011. Outside of her advisory work, she serves as volunteer secretary for FLASH GNO Homeschool Central, a scholastic organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Bernard Tessitore is a CFP® professional with 36 years of industry experience. He currently works at Equitable Advisors and was previously with Stifel Independent Advisors, LLC for 22 years. Based in New Orleans, LA, he holds Series 63 and Series 65 licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach centers on assessing client risk tolerance and matching them to appropriate program models or discretionary managers, utilizing a range of investment options including mutual funds, ETFs, and alternative investments.

Mary Sewell is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James & Associates since 2017 and worked at Raymond James from 2015 to 2017. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lane Fournier is a financial advisor with Primerica Advisors who holds 31 years of industry experience. His professional background includes roles at LH Marine Services Inc. and founding LH Fournier & Associates. He also has involvement in selling home security and automation products through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.