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.

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.

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.

Benjamin Detiveaux is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research since 2019. Outside of advising, he is involved in copywriting and marketing as well as performing arts as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals using both proprietary and third-party model strategies.

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.

Andrew Vella is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has eight years of industry experience, with prior roles at LPL Financial, Merrill Lynch, and Wells Fargo. Outside of his advisory work, he operates Andy Vella LLC, a business entity established for tax and investment purposes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach supported by centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

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.

Sandra Camus is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes longstanding roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning from 1994 to 2024, alongside ongoing involvement with Tracey Ahlborn since 2020. She is also engaged in several non-variable insurance ventures related to group benefits and health insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Dawn Pope is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she performs as a background vocalist during worship services several Sundays each month. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without portfolio management. The firm emphasizes holistic, goal-based analyses and provides clients with separate planning and managed-account options under a consolidated billing program called WealthPlan.

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.

John Meyer is a financial advisor with Raymond James & Associates in Slidell, LA, holding a Series 63 designation and over 31 years of industry experience. His career includes tenure at Bank of America and Merrill. Outside of advising, he owns and oversees a 66-acre avocado farm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

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.