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 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.

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.

David Smith is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. Prior to joining Osaic in 2023, he worked at FSC Securities Corp and Investment Professionals, Inc. Outside of his advisory role, he is an insurance agent specializing in fixed annuity life insurance and owns Deep South Investment Services LLC, a payroll and tax services business. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to deliver portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

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.

Robert Kantor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Cetera since 2022 and previously at Hancock/Whitney Bank and Hancock Investment Services. Kantor serves on the finance committee and as an advisor to the board at the Ronald McDonald House of South Louisiana, assisting with investment decisions and policy-making. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

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.

Robert Laville is a financial advisor with LPL Financial in Mandeville, LA, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. He has been affiliated with LPL Financial and Home Bank since 2015. Outside of advisory work, he is involved in several business activities including membership in construction and mortgage-related firms as well as real estate-related ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services supported by research and offers both discretionary and non-discretionary portfolio management solutions.

Eric Dubroc is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His career includes roles at Securities America Advisors and BEAM Asset Management. He also owns a business selling life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations, through a wide network of advisers and multiple advisory platforms. The firm employs asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

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.