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, currently leading a team based in Mandeville, Louisiana. He has been with Merrill Lynch since 1994, including eleven years at the downtown New Orleans office, and works with clients across the Greater New Orleans area and nationwide. Kevin develops customized financial strategies addressing complex family financial needs, including multi-generational cash flow and asset management, liability management, trust services, and estate planning. Kevin holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA) designation, and the Merrill Retirement Benefits Consultant (RBC) designation. He has been named to Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2023. Kevin graduated from Louisiana State University with a Bachelor of Science degree. Originally from Baton Rouge, Kevin lives in Mandeville, Louisiana, with his wife Carolyn. They have two sons; one works in Atlanta, and the other is a financial advisor with The Mashburn Group.

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 with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at First Horizon Advisors, infinex Investments, Inc., and Iberia. Outside of his advisory role, he is a business owner of Paisley, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, incorporating model portfolios and research from multiple sources alongside both discretionary and non-discretionary management options.

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 with Morgan Stanley in Mandeville, LA, holding Series 65 and Series 63 licenses and having five years of industry experience. Prior to joining Morgan Stanley in 2023, Giambrone worked at Resource Bank for 14 years. She is also the owner of Standing in Your Power LLC, where she is involved in publishing self-empowerment materials, including a book and affirmation cards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to assist clients in developing financial plans.

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.

Shaun Mc Arthur is a CFP® and ChFC® with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Anatomix Physical Therapy for five years. He is also president of a real estate business in Hammond, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors.

Shawn Duca is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hancock Bank and its investment services division prior to joining Cetera in 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

John Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Before joining Raymond James in 2022, he worked at the University of Mississippi for six years. Raymond James & Associates 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.