Thomas Kreamer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been advising clients since 1986, bringing extensive experience in wealth management, insurance, and banking. Thomas applies key investment concepts, disciplines, and principles to client portfolios through Merrill Lynch’s wealth management process. He holds a Master of Business Administration (MBA) from Tulane University in New Orleans and a bachelor’s degree from the University of Louisiana at Lafayette. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also carries the Personal Investment Advisor (PIA) credential. Thomas is active in his Church and participates in several civic organizations.

Irvin David is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2004, focusing on wealth management strategies, retirement planning, education solutions, and credit and lending services offered through Bank of America. Irvin works closely with clients to develop personalized financial plans that align with their life priorities and goals. Irvin earned a Bachelor's degree from the College of Business at Colorado State University. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and small business strategies. Born and raised in South Louisiana, Irvin is married to his wife, Elise, and they have five children. He participates in his community by serving on the St John's Parish Finance Council. Outside of work, he enjoys boating, football, hiking, and spending time with his family.

Kristopher Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999, following two years of experience in the financial services industry. Kris served as the Senior Resident Director for sixteen years, overseeing the Lafayette region for Merrill. He holds a Bachelor of Science degree in Finance with a minor in Accounting from the University of Louisiana at Lafayette. Kris has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He focuses on guiding clients through wealth management planning and investment allocation, providing customized strategies to clarify and quantify their financial goals. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Kris enjoys spending time with his family and is involved in various local charity and social organizations.

Jaime Fontenot is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, where he has been providing financial counseling since 1995. He works with high net-worth individuals, families, and business owners to help define their financial objectives, articulate short- and long-term goals, and recommend tailored financial strategies. Jaime’s approach emphasizes goals-based and estate planning, utilizing the expertise available through Merrill Lynch’s comprehensive range of products and services. He offers services including income planning, retirement planning, risk management, and wealth management. Jaime holds the Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program at Louisiana Business College. He is proficient in English and French and serves clients both in the Lafayette, Louisiana area and across the country. Outside of his professional work, Jaime enjoys outdoor activities such as boating, camping, fishing, hunting, scuba diving, and traveling with his family.