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-credentialed financial advisor with Morgan Stanley, based in Mandeville, LA. She has 21 years of industry experience, including previous roles at Wells Fargo Clearing and earlier periods at Morgan Stanley Smith Barney. 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 that utilizes firm-approved tools and modeling techniques.

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.

William Dunbar serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance to business owners, families, and institutions, focusing on comprehensive wealth management and planning strategies. His expertise includes executive compensation, family wealth management strategies, philanthropic planning, tax minimization, and services tailored for endowments, foundations, non-profits, and defined contribution plans. He holds multiple credentials including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). William earned Bachelor's degrees from Auburn University and St. Joseph Abbey Seminary College, and a Master's degree from Saint Meinrad. He is fluent in English and Spanish and is affiliated with professional organizations such as the Auburn Alumni Association, Men of St. Joseph, That Man is You!, and Knights of Columbus. Beyond his professional endeavors, William is involved with community organizations including Habitat for Humanity - St. Tammany and the St. Joseph Abbey Seminary College Alumni Board Executive Council. His personal interests include boating, camping, chess, cooking, fishing, football, hunting, pickleball, soccer, and spending time with his family.

Paul Avegno is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Caballero Casting. 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 services alongside affiliated brokerage, distribution, and investment management capabilities.

Justin O'rourke III is a financial advisor at Edward Jones in Mandeville, LA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. 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 strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ksenia Theard is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to her current role, she spent nine years at Caesars Entertainment Inc. Merrill, together with its affiliate Managed Account Advisors LLC, 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Rousse is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Jerrold Rabalais is a Series 66-licensed financial advisor with Edward Jones in Covington, LA, where he has worked since 2007, totaling 18 years of industry experience. Outside of his advisory role, he is a partner at Bama Berry Farms, LLC, a farming business in Tylertown, MS, where he is involved in maintaining the lawn and facilities. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of advisors and branches and its additional capabilities beyond advisory services.

Michael Plasko is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, currently working at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes, offering services primarily in an advisory capacity.

Kevin Mashburn is a Wealth Management Advisor with Merrill Lynch Wealth Management, managing a team based out of the Mandeville, Louisiana office. He has been with Merrill Lynch since 1994, initially working for eleven years in the downtown New Orleans office. Kevin serves clients throughout the Greater New Orleans area as well as nationally. Drawing on his extensive experience, Kevin develops customized strategies to address complex financial needs including multi-generational cash flow and asset management, liability management, trust services, estate planning, corporate benefits, employee benefits planning, defined benefit and defined contribution plans, legacy planning, liquidity management, personal retirement planning, portfolio management, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® (CPFA) designation, as well as the Merrill Retirement Benefits Consultant (RBC) designation. Kevin earned a Bachelor of Science degree from Louisiana State University. Originally from Baton Rouge, he now lives in Mandeville, Louisiana with his wife Carolyn. They have two sons, one of whom is an analyst for a hedge fund of funds and the other a student and football player at Louisiana State University.

Marybeth Castay is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 63 designation and has held positions at Hancock Whitney Bank and Hancock Investment Services, Inc. prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with discretionary and non-discretionary program options.

Michael Gavin is a financial advisor at Edelman Financial Engines with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following a year at Scottrade. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual and institutional clients, including workplace retirement solutions and planner-led wealth management. The firm uses a committee-driven modeling process combined with online tools and provides both discretionary and non-discretionary investment options.

Paul Miller is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and Iberia. He is also a business owner of Paisley, LLC in Mandeville, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.

Tara Guettler is a Series 66 licensed financial advisor with Ameriprise in Ponchatoula, Louisiana, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendation reports, delivered in partnership with financial advisors like Guettler.

Lane Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Cetera since 2021 and previously spent a decade at Avantax Advisory Services. Johnson is also a partner and enrolled agent at Johnson Financial, LLC, where he provides tax and planning services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Meredith Davis is a financial advisor at Edward Jones in Hammond, LA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she held positions in healthcare and operated a frozen yogurt business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Luke Singleton is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Luke's approach involves working with clients to uncover their priorities and to develop strategies aimed at achieving their financial goals. He earned both his Bachelor's and Master's degrees from the University of New Orleans.

Lindy Giambrone is a financial advisor at Morgan Stanley in Mandeville, Louisiana, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for Resource Bank from 2008 to 2022. Outside of her advisory role, Lindy owns Standing in Your Power LLC, where she is involved in publishing, including writing a book and creating self-empowerment affirmation cards. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services supported by firm-approved tools and research.

Ashley Thompson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Mandeville, Louisiana. She has 11 years of industry experience, all with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.