Nathan Zimmer is a financial advisor with Eagle Strategies (NY Life) in Metairie, LA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with 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 appointed with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 at VOYA Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2015. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products and also works as a delivery driver for local companies in Baton Rouge and Prairieville, Louisiana. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, providing financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm emphasizes recommendation-based, non-discretionary advice and operates as both an SEC-registered adviser and broker-dealer.

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 been with Stratos Wealth Partners and LPL Financial since 2016, following prior roles at Capital One Advisors. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment and financial planning solutions delivered through an IAR-driven, open-architecture model.

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.

William Perrilliat III is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015, and previously worked at Capital One Financial Advisors. Outside of his advisory work, he is involved in residential property restoration and sales through a separate business entity. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of investment and financial planning services through an open-architecture model that integrates multiple third-party platforms and managers.

Edward Blanchard is a financial advisor at Beacon Pointe Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2020, including a current role at Beacon Pointe Insurance Services, where he is a licensed insurance agent. Outside of his advisory work, he is a 20% owner of NOLA Heights, LLC, an entity involved in buying and selling land plots in Arabi, LA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a mix of third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nicholas Harris is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase and J.P. Morgan Securities for eight years. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point‑in‑time planning from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Howard Weiser Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with VOYA since 2014. Outside of advising, he is a member of WGR, LLC, a fence rental company, where he participates in monthly financial reviews. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and third-party money manager access, primarily operating through non-discretionary advisory programs.