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.