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.

Shweta Verma is a financial advisor with J.P. Morgan Securities in New Orleans, LA, holding a Series 66 designation and nine years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC 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 in its investment approach.

Rebecca Sequeira is a financial advisor with LPL Financial in Metairie, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she serves as board secretary and bookkeeper for the South Tangi Youth Soccer Association and is a corporate officer and 10% owner of Elite Engineering, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by internal and third-party research and various portfolio management options.

Edward Landry is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advisory services, he is also involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Harry Stumpf Jr. is a CFP®-certified financial advisor with 30 years of industry experience, currently with LPL Financial since 2009. He operates out of New Orleans, LA, and has an additional business activity under the DBA Clancy Stumpf & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering comprehensive financial planning and advisory programs supported by research and model portfolios.

Melissa Lilly is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at IberiaBank for seven years before joining UBS in 2018. Lilly holds a Series 66 designation and is based in New Orleans, LA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm offers a range of financial planning and portfolio management options, along with institutional trading capabilities and affiliated banking programs.

Clare Dawson is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 25 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 serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning using firm-approved tools and strategies.

Steven Fisher is a financial advisor with Mass Mutual Investors Services in New Orleans, LA, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1991. Outside of his advisory role, he is involved in life and health insurance sales and owns oil and gas mineral rights. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved software and collaborative, annual planning engagements.

David Nielsen is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 16 years with National Planning Corp. Nielsen is also the owner of Nielsen Marine Services LLC, a business unrelated to investment advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of advisers. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ellen Morvant is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Morvant is also the owner of E Morvant Holdings LLC, a business entity related to her advisory activities and partnership interests. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Robert Stern is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2005. In addition to advisory services, he offers property and casualty insurance through Stern & Associates, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.