Cory Easterling is a financial advisor at Prism Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His background includes roles at several firms, notably co-owning Southern Insurance Professionals, LLC, an insurance brokerage where he is a licensed agent. Prism Wealth Partners, LLC offers discretionary asset management tailored to individuals, high-net-worth clients, trusts, business owners, and estates, utilizing both in-house and sub-advised portfolio models. The firm maintains a unique approach by regularly selecting other advisers to manage client mandates and operates in affiliation with an insurance business.

Todd Cobena is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company. His business activities include brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individuals, institutions, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations delivered primarily through non-discretionary asset management, operating within an integrated New York Life affiliate structure.

Davis Scharp is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Sanctuary Advisors, he held roles at Sanctuary Securities, Inc., the United States Marine Inc., and The Lyric. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and maintains a range of investment platform affiliations.

Tracy Clanton is a Series 66-registered financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She has worked at Sanctuary Advisors since 2020, and previously held roles at Bank of America and Merrill Lynch. Clanton serves as a member of the Slidell Civil Service Board, an independent board that oversees personnel-related appeals and rulemaking for the City of Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers various portfolio management options through a network of more than 400 independent advisers and employs multiple analytical approaches, acting as a fiduciary where advisory agreements exist.

Steven Longo is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He has been with Sanctuary Wealth since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, financial planning, retirement plan consulting, and other services using various investment approaches and platforms.

Chris Collins is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His previous roles include positions at Bank of America, N.A. and Merrill. He is based in Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies under firm supervision and offers a range of portfolio management options along with fiduciary services.

Theodore Longo is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, where he worked for over three decades combined. Longo serves on the executive board of the Pine Burr Area Council for the Boy Scouts of America and is a board member of the Brothers of the Sacred Heart Foundation, a Catholic charitable and educational organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers offering portfolio management, retirement plan consulting, and access to various managed account platforms, delivering advice with a range of analytical approaches while acting as a fiduciary under written agreements.

Stephanie Lawson is a financial advisor with Sanctuary Advisors, LLC in Slidell, LA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Merrill from 2006 to 2020 and has been with Sanctuary Securities, Inc. since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a range of investment strategies and analytical approaches, offering both discretionary and non-discretionary account management through multiple platforms.

Chad Dusang is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Ameriprise Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by various portfolio management styles, affiliated research, and specialized municipal advisory services.

Diana Garrard is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 designation and has worked extensively within Thrivent-affiliated firms since 2017. Outside of her advisory role, she has engaged as an independent contractor with various soccer associations over a ten-year period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that cover topics such as retirement, tax, and estate planning. The firm separates its planning services from portfolio management, focusing on written recommendations without discretionary trading authority.

David Indest is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill and spent eighteen years at Eustis Engineering L.L.C. 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 governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

John Meyer is a financial advisor with Raymond James & Associates in Slidell, LA, holding a Series 63 designation and over 31 years of industry experience. His career includes prior roles at Merrill and Bank of America. Outside of his advisory work, he owns and oversees a 66-acre avocado farm and a timber farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting through various programs and emphasizes tailored, non-discretionary advisory relationships supported by research and multiple portfolio management styles.

Joshua Eargle is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he has been involved with Eargle LLC since 2022 and worked at LHC Mississippi HomeCare from 2021 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory services through a large nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and provides various discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment products.

Kyle Mclaughlin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He has held roles at several firms, including Hancock Whitney Bank and Compass Capital Management. Outside of finance, he is the owner of Diamond Lighting Company LLC, which rents lights to movie productions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with discretionary and non-discretionary program options.

Andrew Necaise is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Britton Walker is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked at Cetera since 2022 and has been with Hancock Bank since 2014. Outside of his advisory role, Walker serves on the finance committee of the First United Methodist Church of Gulfport, assisting with budgeting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Gwendolyn Smith is a financial advisor with Primerica Advisors in Slidell, LA, holding a Series 63 designation and 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of her advisory role, she owns Gwendolyn Smith & Associates, a business based in Service, RD, LA, and is involved in sales and referrals for home security, automation products, and loan services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisory services through a large network of financial advisors.

Chad Hunt is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Outside of his advisory work, Hunt serves as the head coach for track and cross country at Christ Episcopal School in Covington, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and other institutions.

Joseph Thibeaux is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Ameriprise, Valic Financial Advisors, AIG, and Edward Jones. 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 institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing technology.

Jonathan Foster is a Series 66 licensed financial advisor with Edward Jones in Bay St Louis, MS, where he has worked since 2013. He has 12 years of industry experience. Outside of advisory work, he is involved in commercial rental property ownership and recreational land maintenance through partnerships with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors and branch offices.

Terry King is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2002, totaling 23 years in the industry. He is involved in several community organizations in Slidell, Louisiana, including serving as a board member of Rotary Rebuilds Slidell and the Concerned Citizens of St. Tammany, and as Foundation Chair for the Rotary Club of Slidell. King is also an author working on books and media projects related to historical accounts of public corruption in Louisiana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analysis and planning without portfolio management or institutional advisory roles.

Keaton Biggs is a CFP®-designated financial advisor with Edward Jones in Slidell, LA, bringing nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alpha 3 Financial and Altus Wealth Management. He is also involved with Alpha3, an educational investment group that holds weekly conference calls to discuss market conditions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Stephen A. Ethridge is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 designations and possessing 22 years of industry experience. His career includes roles at Stewart & Patten Co LLC and Guardian Investment Management prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Lona Crawford is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 1997. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Charlene Murphy is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2017. Outside of her advisory role, she owns a small business focused on thrifting and reselling preowned clothing, music memorabilia, and household goods. Murphy also serves on the board of the Saint Stanislaus Booster Club, where she supports local sports fundraising and volunteer coordination. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to guide client decisions and supports its advisors through a broad network and specialized programs.

James Field Jr. is a financial advisor with LPL Financial who holds a Series 63 designation and has 40 years of industry experience. He has worked with Linsco / Private Ledger since 2003. In addition to his advisory role, he operates FIELD EQUINE LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Ronald Weatherly Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Cuna Mutual Group, and Edward Jones. He serves on the board of the Hancock County Port and Harbor Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Charles Craft is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill, LPL Financial, Wells Fargo Clearing, and CUNA Brokerage Services prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors and includes access to a broad range of fund and strategy options approved through internal review processes.

Robert Edgecombe is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Next Financial Group, Grove Point Investments, Gunnallen Financial, and SII Investments. In addition to his advisory work, he has longstanding involvement in non-variable insurance activities. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a broad selection of customizable strategies and operational tools.

Patrick Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2017 and also serves as president of Martinez Wealth Management Inc., a company he owns and operates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools to support client goal achievement and maintains specialized municipal advisory and SIMPLE IRA consulting services.

Kevin Rotolo is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for a decade. Rotolo is based in Slidell, Louisiana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including high-net-worth individuals, institutions, and public entities, offering financial planning and investment consulting through various specialized programs and an extensive affiliate network.

Robin Inman is a Series 66-licensed financial advisor with Edward Jones in Slidell, LA, and has 10 years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stephen Hicks is a financial advisor with Edward Jones in Waveland, Mississippi, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he spent 11 years at Hancock Whitney Bank. Outside of his advisory role, he owns a rental property business in Bay St. Louis, Mississippi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and proprietary mutual funds.

Timothy Mc Kinley is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for ten years at Crescent Crown Distributing. Based in Slidell, LA, Mc Kinley focuses on serving clients through Edward Jones’ offerings. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and branch offices, providing a range of advisory programs, tax-efficient strategies, and affiliated investment products under a fiduciary standard.

Maurice Rouquette is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Western & Southern Life. Outside of his advisory work, he coaches soccer for Mandeville High School and the Mandeville Soccer Club. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and custodial relationships.

Bailey Braswell is a CFP® and holds a Series 66 designation, with 10 years of experience in the financial industry. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.