Landon Collins is a CFP® professional with eight years of experience in financial advising. He is currently with CWM, LLC, where he also serves as a wealth advisor at the Olivier Group. Prior to this, he spent six years at Edward Jones. In addition to his advisory roles, he is licensed to sell fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a partner network of over 600 advisors. The firm uses discretionary management based on model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Jeffrey Hammack is a Series 65 licensed advisor with NewEdge Advisors. He has four years of experience at NewEdge Advisors and a total of ten years in the industry, including prior roles at Five-S Group, Community Coffee, and Shaw Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing both in-house manager selection and third-party model portfolios, supported by technology tools and centralized due diligence processes.

William Gallegos is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Valic Financial Advisors since 2012 and also has experience with Stratford Fidelity and Agia. Outside of his advisory role, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive network of advisors.

James Thom V is a financial advisor with Eagle Strategies (New York Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. He has worked with New York Life and its affiliates since 2002. In addition to his advisory role, he is a shareholder in NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Owens is a financial advisor with Primerica Advisors based in Baton Rouge, LA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Guardian Life Insurance Company and Park Avenue Securities, as well as Cetera Advisors LLC. Outside of his advisory work, Owens is involved with Star Service Inc. of Baton Rouge, a business he has been associated with since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs, financial planning, retirement-plan consulting, and business consulting.

Travis St Pierre is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 28 years of industry experience. He has been affiliated with Guardian Life since 2006 and joined Park Avenue Securities in 2022. Outside of his advisory role, he conducts training for law enforcement agencies as an instructor trainer for AXON, formerly Taser International. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients using a combination of proprietary and third-party investment programs.

Ellen Alderman is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with Guardian Life since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Mitchell Tabor is a Series 66 licensed financial advisor with Valic Financial Advisors in Baton Rouge, LA, bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2008 and is also associated with Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

Kevin Lemmon is a financial advisor with Bankers Life Advisory Services, Inc. in Baton Rouge, LA, holding a Series 66 designation and 17 years of industry experience. He has been with various Bankers Life entities since 2010. In addition to his advisory role, he manages and trains over 60 insurance agents, assisting individuals and families with fixed annuities and insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth clients through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client objectives.

Griffin Caraccioli is a CFP® with two years of industry experience, currently serving as a wealth advisor at CWM, LLC in Baton Rouge, LA. His prior experience includes roles at Cetera Wealth Services and First Horizon. Outside of advisory work, he has experience selling fixed insurance products including life, health, and annuities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines various analytical approaches, third-party sub-advisors, and customization tools, with a notable focus on retirement plan services and fiduciary processes.

Andrew Seabough is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Hibernia Wealth Management, Ameriprise Financial Services, and Hancock Whitney. Outside of advising, he owns ARS Photography and is involved with Whitney Mixon Wellness. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting through a large network of advisors. The firm utilizes a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary accounts across multiple custodians.

Christian Frey is a Series 65-licensed advisor at Kestra Advisory with one year of industry experience. He has been with Kestra since 2018 and previously worked at Beau Chene Condos from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers a variety of services including fiduciary consulting, plan design, and employee education while utilizing multiple management platforms and third-party solutions.

Donald Schmitt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Northwestern Mutual in various capacities for over a decade before joining Hornor, Townsend & Kent in 2019. In addition to his advisory role, Schmitt owns an exterior cleaning business and is involved in several insurance agencies focusing on multiline and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options with a mix of third-party asset manager relationships, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Jp Caswell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with both firms since 2013. Caswell is also the owner of The Physician's Guild, LLC, a business focused on connecting student loan debt with potential grant opportunities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with services including brokerage, financial planning, and retirement consulting, utilizing a combination of proprietary and third-party investment advisory programs.

Josh Yankowsky is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christine Smith is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked with Presley Wealth Management and Eqis Capital Management. In addition to her advisory role, Smith owns and operates The Presley Group, an insurance agency specializing in life insurance and annuities. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, nonprofits, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party models with advisor-managed strategies.

Tyler Smith is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to joining CWM, he worked at The Olivier Group and has held roles outside the financial sector, including positions at Super Clean and the Country Club of Louisiana. He also has a background in education, having been employed at University Laboratory School and Louisiana State University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Daryl Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding the CFP® designation and Series 63 and 66 licenses. He has 31 years of industry experience and has been with Eagle Strategies since 2006. He also operates Ellis Insurance & Financial Group and has been involved in the insurance and financial services sector since the early 1990s. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Virginia Hailar is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Agia and the Breaux & Hornstein Law Firm. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Taylor is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has served as an agent for Agia, handling non-securities insurance products, and is a Platoon Leader in the Army National Guard. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of investment advisor representatives. The firm operates at scale with extensive use of centralized technology and model solutions.