Christopher King is a financial advisor with Ameriprise in Madisonville, LA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he serves as a trustee and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, with an emphasis on assets held in Ameriprise-managed accounts.

Cerisa Merced serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she focuses on assisting affluent families, retirees, and businesses with sustaining, managing, and stewarding wealth across multiple generations. She aims to help clients make informed financial decisions and work towards a secure financial future. Since joining Merrill Lynch Wealth Management in 2004, Cerisa has worked with high net worth individuals, their families, and businesses to develop strategies aligned with their short and long term financial goals. She provides access to investment insights from Merrill and banking resources from Bank of America. Cerisa's services include estate planning, investments, wealth transfer, retirement income planning, and portfolio management, with attention to clients' unique circumstances and preferences. Cerisa holds a Bachelor of Arts degree in Communications from Arizona State University and an MBA from Ottawa University. She has earned FINRA Series 7 and Series 66 registrations, Life and Variable Annuity Insurance licenses, and holds the CERTIFIED FINANCIAL PLANNER® certification and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. A native of Oxnard, California, she has lived in the Greater New Orleans area for over a decade and is involved in community organizations such as the Greater New Orleans Inc. NextGen Council, Advocacy Center of Louisiana, and Habitat for Humanity. Outside of work, she enjoys activities including basketball, billiards, bowling, dancing, reading, singing, swimming, traveling, yoga, and spending time with family.

Chris Geston is a financial advisor with UBS Financial Services in New Orleans, LA. He holds a Series 63 designation and has 38 years of industry experience, including 20 years at UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its comprehensive platform.

Jennifer Davillier Mcgowan is a financial advisor with Merrill, holding a Series 66 designation and over 24 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000 and is also associated with Bank of America. Outside of her advisory role, she owns Freedom Consulting, an LLC based in New Orleans, and serves as a board member and officer at The Willow School. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Tyler Hatrel is a financial advisor at Edward Jones in Metairie, LA, holding CFP® and Series 66 credentials with nine years of industry experience. He has been with Edward Jones since 2015. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robin Platt is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cetera in 2022, Platt worked at Hancock Bank and Hancock Investment Services, Inc. Since 2013. Outside of his advisory role, he is co-owner of 63 Designs, LLC, and serves as co-trustee and co-guardian for family-related responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors and serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and unaffiliated investment options tailored through various program structures.

Judy Calamusa is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Bradley Hirling is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and totaling 16 years of industry experience. He has been affiliated with Cambridge Investment Research since 2016 and is also the owner of Hirling Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Wimberly Mccoy is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Danielle Stubbs is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked previously at The Hackett Robinson Tobe Group and in various roles including at the University of New Orleans and LSU Health. Outside of advising, she has experience managing operations at Cafe 615 Home of Da Wabbit. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Ilise Greenstein is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Her prior experience includes roles at Raymond James & Associates, Steven Dugal, Northwestern Mutual Investment Services LLC, and Accountemps. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Conway is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, following prior roles at Standard Mortgage Corporation and Scotia Capital (USA) Inc. Outside of his advisory work, he serves on the Investment Committee of Second Harvest Food Bank and is a board member of the New Orleans Country Club. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Jennifer Rigby is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she operates The Rigby Financial Group, providing accounting and financial planning services, and independently assists friends and family with home organization projects. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Leonardo Barros is a CFP® with 16 years of industry experience, currently advising at Raymond James & Associates since 2017. Prior to joining Raymond James, he worked at FBT Investments, Inc. for eight years. Outside of his advisory role, Barros owns several rental properties managed by his family. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging multiple portfolio management styles and affiliated research.

Jeremy Jones is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Capital One Advisors and Delgado Community College. Outside of his financial career, he is an investor in a Michigan-based bike repair shop, Biked Forward LLC. 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 non-discretionary program. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Madeline Cheramie is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has two years of industry experience, including prior work at BDO USA, P.C. She is also involved with Cheramie Financial Services, a separate financial-related business. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers multiple investment implementation platforms and proprietary model strategies alongside access to unaffiliated strategists.

James Breaux is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding Series 63, Series 66, and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., LCP Institutional LLC, Cardea Capital Group, Argent Retirement Plan Advisors, Argent Trust Company, and Live Oak Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Anita Brown is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm manages third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

William Cappelmann Jr. is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Raymond James, he worked in real estate and appraisal services. Raymond James & Associates, Inc. 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, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services.

Timothy Mackie is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of investment models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.