Forrest Duncan is a financial advisor with Raymond James & Associates in Mandeville, LA, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and affiliated research.

Benjamin Parker is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hancock/Whitney Bank and Hancock/Whitney Investment Services. Outside of his advisory role, he serves as successor co-trustee of the Angela C Avant Living Trust and executor of her will. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

William Daniels IV is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. His prior work experience includes roles at Bank of America, Del Friscos Restaurant Group, Meta Lab Inc, Sport Optics LLC, and Evergreen Tractor and Equipment. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tonya Umbehagen is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 66 credential and 16 years of industry experience. She previously spent 14 years at Merrill before joining Morgan Stanley in 2024. Outside of her advisory role, she is involved with Plexus as a wholesaler of health products like vitamins and probiotics. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations to model financial outcomes.

Elizabeth Wax is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Burns Estate Planning & Wealth Advisors and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer platforms.

Edmond Dhemecourt III is a financial advisor with LPL Financial based in Covington, LA, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His career includes roles at Strategic Financial Concepts, Benefit Planning Group, and Donaldson Education. He also teaches at Bryant and Stratton College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios.

Rawlin Carter is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, Mr. Carter spent over three decades with Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the finance committee of the First Baptist Church of Covington. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Evan Gremillion is a financial advisor at Edward Jones in Mandeville, LA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a partner in a real estate business in Covington, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he spent over a decade managing Tastebuds Management LLC and worked briefly at 527 Causeway LLC dba Pat Gallagher’s 527. He also has part-time non-investment employment as a server. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network, offering a range of advisory programs and financial planning services.

Alan Moore is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Moore serves as a board member of The Reserve Homeowner's Association in Mandeville, LA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charities, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on various portfolio management styles and affiliated research.

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.

Michael Miller is a financial advisor with Mass Mutual Investors Services in Hammond, LA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2006 and with Mass Mutual Life Insurance Company since 2005. In addition to his advisory role, Miller operates Miller Financial LLC, a business related to insurance sales and financial advising. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved software tools to analyze client goals.

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.

Kenneth Williams is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kurt Bornkessel is a CFP® professional with 21 years of industry experience, all with Edward Jones since 2005. He is based in Hammond, LA. Outside of his advisory role, he serves as a general member of the board for the Ginger Ford Northshore Fuller Center for Housing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.