Ulysses Barnes is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment strategies, financial planning, and lending solutions. The firm manages approximately $15 billion in regulatory assets under management and supports both discretionary and non-discretionary account management.

Benjamin Hess is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2020 and previously was associated with CBD Wealth Management LLC and Cajun Industries. Hess also has involvement with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies, using asset-allocation modeling and third-party independent managers, and offers proprietary private funds and interval fund advisory services.

Robert Whitman Jr. is a financial advisor with Independent Financial Group, LLC, holding over 44 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. In addition to his advisory work, he has served as a mentor and coordinator for career outreach programs at Archbishop Rummel High School for more than four decades and is the board president of Youth Rebuilding New Orleans Inc. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional investors. The firm utilizes a mix of passive and active investment strategies implemented through firm- and third-party models, focusing on strategic asset allocation and ongoing portfolio management.

Nathan Zimmer is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 licenses and has six years of industry experience. He has worked at Eagle Strategies LLC since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2018, respectively. Outside of his advisory role, Zimmer is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm employs multiple program types tailored to client objectives and Plan Sponsor criteria, with the majority of its regulatory assets managed on a non-discretionary basis.

Scott Schneider is a CFP® professional with 18 years of industry experience, currently serving with Beacon Pointe Advisors, LLC. Prior to rejoining Beacon Pointe in 2026, he worked at Northwestern Mutual Wealth Management Company and Investment Services LLC for six years. Schneider is also an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced CIO services to individuals, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across various asset classes.

Elena Irimia is a financial advisor with TIAA-CREF in Metairie, LA, holding a Series 66 designation and possessing 40 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that includes fiduciary RIA services and acts as adviser to a donor-advised fund.

Daniel Richard is a financial advisor at Independent Financial Group, LLC with 40 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Cetera Advisor Networks LLC and Girard Securities, Inc. Outside of his advisory duties, Richard provides transportation services to out-of-town football teams for the New Orleans Saints and Pro Sport Services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to create tailored investment strategies, blending passive and active exposures across standard risk profiles.

Luke Malter is a CFP®-certified financial advisor with five years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Gregory Ricks & Associates. Outside of his advisory work, he is the CEO and founder of 2 Ply on the Fly, a portable two-ply toilet paper brand, and serves as a presenter for AFEA. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a platform approach, managing approximately $49.8 billion for over 127,000 clients.

Joseph Weiser is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and having 11 years of industry experience, all with VOYA. He also acts as an independent insurance agent selling fixed insurance products and works as a delivery driver for local businesses on a part-time basis. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through various program structures, typically providing non-discretionary recommendations requiring client approval.

Steven Johnson is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He has worked at Busenlener & Johnson CPAs since 2001. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing proprietary due-diligence processes and third-party platforms to support discretionary wealth management, retirement plan consulting, and other fiduciary services.

Edgardo Sussmann Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding over 36 years of industry experience. He has been affiliated with several related entities, including Leading Edge Financial Solutions, LLC and Ameritas Life Insurance Corp, and currently serves as president of Leading Edge Disability Center LLC. His career spans roles in insurance sales and agency management. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Jon Milliken is a financial advisor with Mariner in New Orleans, LA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include leadership and consulting positions at firms such as Plan Simple Financial Group, Acacia Financial Group, and JM Wealth Management LLC. Milliken is also a Certified Exit Planning Advisor, consulting with business owners on exit strategies and business value optimization, and he partners with veterinary professionals on practice efficiency and sale readiness. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios alongside integrated tax, accounting, and financial wellness solutions.

Keith Gillies is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with Fountainhead Private Client, The Acacia Group, and United Wealth Advisors Group, among others. Outside of advisory roles, he is the author of a book titled *The 10 C's of Success* with all proceeds donated to charity, and he serves as an officer for Engaged Learning Strategies, Inc., an organization providing educational resources to underserved students. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides a variety of managed account solutions supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

Kathryn Watts is a CFP®-certified financial advisor with 28 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of investment strategies overseen by an Investment Strategy Committee.

Charla Misse is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 11 years of industry experience. She previously worked at Voya Financial Advisors, Inc. for 24 years and joined Private Advisor Group in 2026. Outside of advisory work, she is an author and blogger for The Clarion Herald. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and combines proprietary and third-party investment strategies supported by technology platforms.

Katherine Almerico is a financial advisor with Primerica Advisors, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. Her career includes roles at Park Avenue Securities and Guardian Life Insurance Company, alongside a long tenure at The Producers Group, Inc. She is also an executrix of her late spouse’s estate. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting, utilizing a mix of proprietary and third-party investment strategies.

Doug Tillman is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and CBD Wealth Management. He is also a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across multiple asset classes.

Paul Pursley Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously held roles at Capital One Financial Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and consulting services through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Thomas Klotz is a financial advisor with Eagle Strategies (NY Life) based in Kenner, LA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Klotz has worked with New York Life Insurance Company since 1977 and Nylife Securities Inc. since 1979. He serves as treasurer for the Square One Kenner Condo Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Tina Dandry Mayes is a financial advisor with Eagle Strategies (NY Life) based in Marrero, LA. She holds Series 63 and Series 65 licenses and has 40 years of industry experience, including long-term roles at New York Life Insurance Co. and Nylife Securities Inc. Since 2015, she has also owned Financial Strategies and Solutions, LLC, which brokers non-registered insurance products. Outside of her advisory work, she serves as an officer for the West Jefferson Hospital Foundation and volunteers on the Parish Council of Visitation of Our Lady Catholic Church. Additionally, she owns Safe-Push LLC, a company focused on developing and licensing medical inventions. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.