Bentley Harvey III is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Asset Planning Services from 2014 to 2017. He 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 customized financial planning that utilizes firm-approved tools and investment modeling techniques.

Charleen Gustafson is a financial advisor at Morgan Stanley in Mandeville, LA, holding a Series 63 designation and having 19 years of industry experience. She has worked at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-related financial planning agreements.

Clayton Dudley is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. Outside of his advisory role, he has served as a server for 527 Causeway LLC dba Gallagher's 529. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Karen Calcagno is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. From 2016 to 2019, she was involved with Karen's Creations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary program where clients retain final decision-making authority.

Chris Dupassage is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Keith Steele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory services.

Cliff Lloyd is a financial advisor with MassMutual Investors Services in Covington, Louisiana, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously held positions at Metlife Securities from 2008 to 2017. Outside of his advisory role, he is also an independent insurance agent specializing in dental, group disability income, life insurance, and related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven client relationships.

Benjamin Capshaw is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in January 2009 after ten years at Morgan Stanley, where he held the position of Vice President, Wealth Advisor. Prior to his advisory roles, Benjamin worked in the Investment Consulting and Equity Research departments at Morgan Stanley. He focuses on retirement planning and the development, implementation, and tracking of client investment portfolios, with a special investment emphasis on fixed income (both taxable and tax-exempt), individual equities, and structured investments. His client base includes individuals throughout the greater New Orleans area and across the country. Benjamin graduated cum laude with a Bachelor's Degree in Finance from Louisiana State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, Benjamin enjoys boating, cooking, fishing, football, golfing, music, traveling, and spending time with his family.

Robert Spadetti is a financial advisor at Raymond James & Associates with one year of industry experience. He has previously worked at Trinity Wealth Securities, Florida Financial Advisors (DBA Tristate Financial Advisors), and several other firms. Spadetti holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Hayden Carter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in part-time farm, land, and forestry activities through Carter Land & Farms, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Preston Perez is a financial advisor with Raymond James & Associates in Mandeville, LA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2018. Outside of his advisory role, Perez serves as an advisory board member for the Lakeview Shepherd Center, a charitable organization, and owns a catering business, Poisson Rouge Catering, LLC. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management strategies.

William Flippen is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Avantax Advisory Services, Posner Accounting, and Avantax Investment Services, alongside running his own accounting and tax preparation business since 1972. He is involved in tax preparation and accounting through his independent activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers under various program structures.

Jessica Williams is a financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2007. Williams holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Troiani is a financial advisor with J.P. Morgan Securities in Covington, LA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

William Miller is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2018. Prior to that, he was employed at KLLM Logistics Services from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized advisory programs.

Kristina Cummins is a financial advisor with Wells Fargo Clearing, holding 18 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before continuing with Wells Fargo Clearing since 2016. Cummins is based in Mandeville, Louisiana. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Edgar Rudolph II is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2022 and joined Morgan Stanley in 2022, where he serves in the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides comprehensive advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Daniel Ledet II is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Services LLC, Regions Investment Solutions/Regions Bank, Brighthouse Financial, and Transamerica Capital Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

George Lampard III is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Lampard is also a partner in a non-investment-related LLC, Lampard-Cressend LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools in its services.

Thomas Ford is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes with data from its Global Investment Committee to support client financial plans.