Jake Hanks is a financial advisor at Morgan Stanley in Lake Charles, LA, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley and its Private Bank in 2025, he attended Louisiana State University from 2020 to 2025 and worked at the Lake Charles Racquet Club and St. Louis Catholic High School. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating firm-approved tools and market modeling techniques.

Josh Breaux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. 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 operates as both a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

William Hambor is a financial advisor at Edward Jones in Lake Charles, LA, with 21 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a Reserve Deputy responsible for running the reserve division at the Calcasieu Parish Sheriff's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Grant Cholley is a financial advisor at LPL Financial with one year of industry experience. He has previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Northwestern Mutual Investment Management. Outside of his advisory roles, he has experience connected to sports and fitness businesses, including Stables at Le Bocage and Snap Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by proprietary research and third-party subadvisors.

Dylan Breaux is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include work at the PE Training Center and TWFG Kelly Lee Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, delivering tailored recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies.