William Perrilliat III is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stratos Wealth Partners and LPL Financial since 2015. His prior experience includes roles at Capital One Financial Advisors. Outside of his advisory work, he is involved in residential property restoration and sale through a private business entity. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting delivered by a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

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.

Ann Colvin is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning. She previously worked at JPMorgan Securities Inc. and JPMorgan Chase Bank NA, where she spent 16 years in various roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Chad Castrinos is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Advisor Resource Council. He is also the owner of Castrinos Financial, a wealth planning business unrelated to investment advisory. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan and pension consulting services.

Lance Malter is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked at Deloitte & Touche, LLP from 2020 to 2024 and has experience in disaster recovery consulting as an independent contractor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting clients through standardized model and platform services at a large scale.

Walter Bond is a CFP® with 27 years of industry experience, currently with Beacon Pointe Advisors, LLC. He has worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Bond is also a licensed insurance agent with Beacon Pointe Insurance Services and a part owner of a real estate holding company. Beacon Pointe Advisors, LLC serves a broad client base including individuals, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions. The firm combines asset-allocation modeling with third-party independent managers across public and private asset classes and acts as general partner for proprietary private funds.

Ronald Dawson, Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has held roles at Ericksen Krentel LLP, 1st Global Capital Corp, and 1st Global Advisors, Inc. Outside of advisory work, he has been involved with Dorignac's Food Center, LLC and operates Ronald H Dawson, Jr CPA APAC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Gregory Ricks is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in marketing through Down South Strategies, Inc. and is the author of a book available on Amazon, with all revenue directed to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis within a platform-focused approach that serves over 127,000 clients.

Andrew Stall is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2014, and previously worked at Capital One Financial Advisors. Outside the advisory business, he owns thoroughbred racehorses and is involved in several small businesses including a fishing club and convenience stores. 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 retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Daniel Misse is a financial advisor with Private Advisor Group, LLC in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and VOYA Financial. Outside of advisory work, he is the owner of a sporting goods business, BIGICE LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Randal Coker is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Investment Services LLC, Hancock Whitney Bank, and Edward Jones. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and third-party money manager access, primarily through non-discretionary advisory relationships.

Mollie Taylor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior work history includes roles at CBD Wealth Management, Commonwealth Financial Network, and Capital One Investment Services. She is also a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Robert Steinfeld is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd. and LPL Financial, where he has worked since 2017. His prior experience includes twelve years at Metlife Securities, Inc. Steinfeld holds the Series 66 license. 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 retirement consulting, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Miriam Favor is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and has prior experience at Council Family Office, LPL Financial, Ameritas Life Insurance Company, MassMutual Life Insurance Co, and MML Investors Services. Miriam is also licensed as an attorney. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model combined with discretionary and non-discretionary portfolio management supported by multiple analytical techniques and technology platforms.

William Walter is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at several firms, including LPL Financial, First Horizon Advisors, JPMorgan Chase Bank, Morgan Stanley, UBS Financial Services, and BSG Financial Services. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implementing portfolios with low-cost ETFs, index funds, separate account managers, and private funds, alongside specialized planning and consulting services.

Samuel Wickline is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at JPMorgan Chase and its affiliated entities from 2015 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Roy Spinks Jr. Jr. is a financial advisor with Stratos Wealth Partners, Ltd in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015, following prior roles at Capital One Advisors, LLC. 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 wrap and non-wrap programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives who provide portfolio management, sub-advisory services, and specialized business and executive consulting.

John Borden is a CFP® with 13 years of industry experience currently associated with Independent Advisor Alliance, LLC. His prior experience includes roles at Council Family Office, LPL Financial, Advisor Resource Council, and several insurance and financial services firms. He also operates Borden Financial LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, employing discretionary and non-discretionary management strategies with access to various analytical and technology platforms.