Stewart Shields is a Series 66 credentialed financial advisor with 21 years of industry experience, currently practicing at LPL Financial since 2009. In addition to his advisory role, he is an author and publisher of fictional materials and operates a professional photography business as a personal outlet. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and brokerage services supported by proprietary and third-party research.

Paul Hanley is a financial advisor with Cetera in New Orleans, LA, holding Series 63 and Series 65 licenses and two years of industry experience. Before joining Cetera in 2025, he worked at Charles Schwab & Co., Inc. from 2024 to 2024. In addition to his advisory work, Hanley operates Animal House Spa, a dog boarding, grooming, and daycare business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a wide range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Devin Ladner is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Hancock Investment Services. He serves as a board member for the Hurricanes Swim Club in Slidell, Louisiana. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

William Rudolph is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Creative Artists Agency and the University of Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory services.

William Willes is a financial advisor at LPL Financial with 51 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2010. Outside of his primary role, he operates William Willes Financial Consultant LLC, an investment-related business supporting his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with support from extensive research and model portfolios.

Bronte Hebert is a financial advisor with Edward Jones in Hammond, LA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Edward Jones since 2016. 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 strategies with approximately $1.01 trillion in assets under management.

Richard Wilson is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Wilson has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Lois St Pierre is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2015. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jonathan Henderson is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he is involved with ELH Farms, LLC and serves as a trustee for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory services and financial planning to a broad range of clients, including individuals, corporations, and institutions. The firm utilizes research and analytics to guide its investment approach and offers both brokerage and advisory solutions.

Angela Avant is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Hancock/Whitney Bank and Hancock/Whitney Investment Services since 2016. Avant has been with Cetera and its affiliate, Cetera Investment Services LLC, since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, retirement plan, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, with a multi-manager platform allowing advisors to implement affiliated and third-party model portfolios or bespoke strategies.

Trisha Clark is a financial advisor at Morgan Stanley in Mandeville, LA, with 17 years of experience at the firm. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Margaret Coleman is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and Hancock Whitney Bank. Outside of her advisory role, she serves on the board of directors for the Fore Kids Foundation and is a board member of the Bogue Falaya Towers Condominium Homeowner's Association. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

Jason Bezou is a CFP® professional with 23 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Woodbury Financial Services and Capital One-related entities. Outside of finance, he is a self-employed musician and singer-songwriter who occasionally performs and writes music for personal and charitable purposes. OSAIC serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering a wide range of advisory and brokerage services supported by advanced portfolio construction tools and access to third-party investment solutions.

Anne Boudreaux is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and previously worked for Rice, Voelker, LLC for 26 years before joining Merrill in 2022. Anne serves as treasurer and board member of the Old Mandeville Business Association and volunteers at the Women's Center for Healing & Transformation, assisting women with budgeting and basic financial skills. Merrill 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 various institutional investors.

Paul Morgan is a CFP® professional with 31 years of industry experience, currently advising clients at Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Mandeville, LA. Outside of his advisory role, he is a paid notary and holds a non-practicing real estate license with Keller Williams Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research resources and a variety of portfolio management styles.

Gregory Earles is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

William Trist is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded in 2000 by the Certified Financial Planner Board of Standards, Inc. He is also a qualified Portfolio Manager, providing clients with personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. William's expertise covers a range of client focus areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and sports & entertainment. He aims to deliver the resources of Merrill alongside the banking convenience of Bank of America in a customized approach to help clients navigate the complexities of financial planning. William Trist graduated from Louisiana State University and holds a bachelor's degree. He graduated from Jesuit High School prior to that. He lives in Covington, Louisiana with his wife, Allison, and their two daughters, Sophie and Georgia. William is also involved with the ForeKids Foundation. His personal interests include cooking, fishing, golfing, spending time with his family, and traveling.

Stacy Locicero is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies.

Monica Contreras is a Series 66-licensed financial advisor with Morgan Stanley, based in Mandeville, LA, bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

John Lobdell is a Series 66-licensed financial advisor with Morgan Stanley in Mandeville, Louisiana, bringing 24 years of industry experience. He has worked with Morgan Stanley since 2012 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Lobdell Holdings, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.