Ksenia Theard is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to her current role, she spent nine years at Caesars Entertainment Inc. Merrill, together with its affiliate Managed Account Advisors LLC, 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Plasko is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, currently working at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes, offering services primarily in an advisory capacity.

Noah Bordelon is a Series 66-licensed financial advisor with Edward Jones in Mandeville, LA. He joined Edward Jones in 2026 and has prior work experience at Crescent City Physicians Inc. and several other businesses, including Bees Outdoor Maintenance LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Nicholas Baudean is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in various roles including at Golf Cart World and Paretti Mazda of Covington. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.