William Petersen Jr. is a financial advisor with Edward Jones in Covington, LA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 1999. 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, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Kevin Mashburn is a Wealth Management Advisor with Merrill Lynch Wealth Management, managing a team based out of the Mandeville, Louisiana office. He has been with Merrill Lynch since 1994, initially working for eleven years in the downtown New Orleans office. Kevin serves clients throughout the Greater New Orleans area as well as nationally. Drawing on his extensive experience, Kevin develops customized strategies to address complex financial needs including multi-generational cash flow and asset management, liability management, trust services, estate planning, corporate benefits, employee benefits planning, defined benefit and defined contribution plans, legacy planning, liquidity management, personal retirement planning, portfolio management, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® (CPFA) designation, as well as the Merrill Retirement Benefits Consultant (RBC) designation. Kevin earned a Bachelor of Science degree from Louisiana State University. Originally from Baton Rouge, he now lives in Mandeville, Louisiana with his wife Carolyn. They have two sons, one of whom is an analyst for a hedge fund of funds and the other a student and football player at Louisiana State University.

Kenneth Mc Daniel is a CFP® and holds a Series 66 license, with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at HDR Inc from 2014 to 2019. Kenneth is based in Mandeville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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.

Michael Rich is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked at Guardian Life from 2008 to 2012. Rich is also involved in the sale of life, health, disability, and long-term care insurance to retail clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and other institutions.

Paul Miller is a financial advisor with LPL Financial in Mandeville, LA, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at First Horizon Advisors, infinex Investments, Inc., and Iberia. He is also the owner of Paisley, LLC, a business based in Mandeville. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technological tools to support client accounts.

Justin Ledbetter is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2018, following two years at Capital One Investing, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

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.

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.

Shelby Cramer is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Shelby worked for nine years at First Horizon Bank. Shelby also serves as Vice President of The Northshore Network, a nonprofit networking organization in Slidell, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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.

Tricia Barrera is a Series 66 credentialed financial advisor with Edward Jones in Slidell, LA, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices across the United States.

Anna Tran is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank in Louisiana since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Shawn Duca is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2022, as well as Hancock Bank and Hancock Investment Services from 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.

Gerald Gibson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked with Concourse Financial Group Securities Inc. for two decades and currently provides financial planning and investment services through The Ansardi Group. He serves as a board member on the Mandeville Fire/EMS Civil Service Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers diverse program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Brian Glickman is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. His career includes lengthy tenures at Ic Advisory Services Inc and The Investment Center, Inc., as well as work as a CPA since 1979. He serves as secretary-treasurer on the board of a local homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment management services to individuals, retirement plans, and institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of strategic investment options through a large network of advisors.

Noah Griffin is a financial advisor at Cetera with a Series 66 designation and multiple years of experience including roles at Griffin & Furman, LLC, Northwestern Mutual, and Acumen Fiscal Agent. He has been with Cetera since 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Francis Kalmbach Jr. is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he is a limited partner in several oil, gas, timber, and real estate businesses in Louisiana and Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices nationally.