Jeremy Witt is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at various divisions of JPMorgan Chase since 2007. 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 these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Michelle Warshauer is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, prior to which she was with CitiGroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, with clients responsible for implementation and updates.

Kevin Lozier is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Julien Larisey Hebert is a Series 66-credentialed financial advisor at Ameriprise with six years of industry experience. He has been with Ameriprise Financial Services LLC since 2020 and has held various roles, including co-owner of Charlie's Coffee Co. and providing product reviews as an Amazon influencer. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Bonura is a financial advisor with J.P. Morgan Securities in Mandeville, LA, holding a Series 66 designation and 13 years of industry experience. He has worked multiple roles within J.P. Morgan Securities since 2013 and is also involved in land cleanup through Pioneer Land Solutions LLC. Outside of finance, he has operated a seafood and catering business for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to guide investment recommendations.

Michael Sciortino Jr. is a financial advisor with Cambridge Investment Research Advisors in Mandeville, LA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cambridge Investment Research since 2021 and also operates Sciortino Financial, LLC, where he provides tax preparation and CPA enrolled agent services. He serves as a board member of the Northshore Food Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

Andrew Tarbell is a financial advisor with Morgan Stanley in Mandeville, LA. He holds Series 63 and Series 65 licenses and has professional experience including nine years with Major League Soccer prior to joining Morgan Stanley and its Private Bank in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, model-driven planning process.

John Curren is a Wealth Management Advisor and Merrill Resident Director who partners with clients to create personalized wealth management strategies tailored to their unique financial situations and life priorities. He offers a comprehensive approach that begins with understanding clients and their families, focusing on areas including college education planning, divorce transition planning, executive compensation, retirement income, socially responsible investing, tax minimization, and portfolio management services. John leverages investment insights from Merrill alongside banking and lending solutions from Bank of America to support his clients’ evolving needs amidst changing market conditions. John holds a Bachelor's Degree from Rhodes College and an MBA from the University of New Orleans. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He is a member of Toastmasters International and engages with the community through involvement with Junior Achievement. Outside of his professional work, John enjoys adventure sports, basketball, chess, football, golfing, hiking, painting, skiing, traveling, and spending time with his family. He is married and a father of three, sharing a strong motivation with his wife to help people.

Javier Moreno is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked in various healthcare-related roles, including positions at Neuro RehabCare and several rehabilitation and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 financial advisors.

Stewart Shields is a financial advisor with LPL Financial in Mandeville, LA, holding the Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2009. Outside of advising, Shields is an author and publisher of fictional materials and operates a professional photography business as a personal hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

Ashley Mahner is a financial advisor with Edward Jones in Mandeville, LA, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Keller Williams, Bezou Financial Planning Group, and Hancock Whitney Bank. She previously owned Sign Dat LLC, a notary public signing service, though she no longer provides notary services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

Allison Trahan is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2025 and previously spent ten years at Kovack Advisors, Inc. Allison also maintains a side role as an agent involved with insurance and benefits through Wealthecare Services, LLC in Covington, LA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides both proprietary and third-party model strategies across multiple platform arrangements.

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 with LPL Financial in Covington, LA, holding a Series 63 designation and 51 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates William Willes Financial Consultant LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a broad platform that includes insurance and credit products.

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.