Lisa Vito is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. She holds Series 63 and Series 66 designations and has 30 years of industry experience. She has been with Eagle Strategies since 2011 and has worked at Nylife Securities Inc and New York Life Insurance Company since 2002. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Srikrupa Murali is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 63 designation and possessing 14 years of industry experience. Her prior roles include positions at Agia, GWFS Equities, Cetera Investment Services, and Regions Bank. She is also an agent involved in 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, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Michael Sotile Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 32 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of advising, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary, recommendation-based advisory relationships.

Benjamin Johnson is a financial advisor with CWM, LLC in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has two years of industry experience and has held roles at Cetera Wealth Services, The Olivier Group, and other organizations. Outside of his advisory work, he serves as an operations analyst for The Olivier Group, LLC, providing operational support to clients and coworkers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, utilizing model portfolios and a combination of fundamental and technical analysis.

Joseph Falgoust is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Lincoln Financial Advisors Corporation for 14 years. Outside of advising, he is involved in disability insurance sales and manages a small real estate investment entity. Osaic Advisory Services, LLC is an SEC-registered adviser serving a broad client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of investment and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Gavin Landry is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Southland Wealth Strategies LLC. Outside of advisory work, Landry is a certified personal trainer and trains youth athletes; he is also a marathon runner affiliated with several athletic brands. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Heather Schramm is a financial advisor with Stratos Wealth Partners, Ltd in Baton Rouge, LA, holding a Series 66 designation and 25 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2014 and previously was with Merrill from 2002 to 2014. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies and provides a range of services from institutional solutions to specialized executive planning.

Christopher Adams is a financial advisor at CWM, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been associated with Cetera Wealth Services, The Olivier Group, and CWM, LLC DBA Carson Group Partners since 2019. Adams serves as a board member of the LSU Alumni Association of New Orleans - Crescent City Tigers and the Alpha Gamma House Corporation Pi Kappa Alpha Fraternity. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, alongside a range of retirement plan services and fiduciary processes.

Macade Wright is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Carson Wealth The Shobe Financial Group and held roles at LSU AgCenter, Louisiana State University, and Brusly High School. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary account management with model portfolios and combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Rhett Bergeron is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked in the food and fitness industries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and charitable clients, offering a range of brokerage services, financial planning, and investment advisory programs.

Brian Bennett is a financial advisor at Centaurus Financial, Inc. in Baton Rouge, LA, holding a Series 66 designation with 26 years of industry experience. He has been with Centaurus Financial since 2002 and also serves as president of Bennett's Bookkeeping, Inc., a bookkeeping, payroll processing, and tax preparation business he has operated since 1984. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

Frederick Sharbaugh is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 1997 and 1999, respectively. Outside of his advisory role, he operates a financial services business that sells third-party products. Primerica Advisors is part of a larger enterprise that serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

David Summers is a financial advisor at Eagle Strategies (NY Life) based in Baton Rouge, LA, with nine years of industry experience. His prior roles include positions at Dent Wealth Advisors and NYLIFE Securities LLC. Outside of his financial career, Summers is a church organist and choir director at St. Joseph Cathedral and teaches pipe organ lessons. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily offering non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.

Walter Anderson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and possessing 22 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, Merrill, and Morgan Keegan & Company. Anderson is involved in selling life insurance as part of his other business activities. 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, access to model portfolios and third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.

William Meyers is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Hornor, Townsend & Kent, he worked at Drew Pelton Investment Services for three years and was a student athlete at Southeastern Louisiana University. He is also engaged as an insurance agent involved in life insurance sales and service under two brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and oversees approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Candace Gary is a CFP® professional with 27 years of experience in financial services. She is currently with Commonwealth Financial Network and also owns Provident Wealth Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior experience includes a 14-year tenure at Ameriprise Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and a range of investment options.

Brad Kurtz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2021 and previously spent seven years at Voya Financial Advisors. Kurtz is also involved with Menard Financial Group and Menard Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients through a variety of portfolio management, financial planning, and retirement services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets.

Eric Hefte is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services and Foresters Financial. Outside of his financial advisory work, Hefte is also an artist who sells paintings and sculptures. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes access to affiliated and third-party managers, various program structures, and custodial relationships.

Jacob Wharton is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. He has prior experience with First Horizon Bank and Iberiabank Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Michael Austin is a CFP® professional based in Baton Rouge, LA, with 39 years of experience in the financial industry. He joined OSAIC in 2024 after a decade at Securities America Advisors, Inc. In addition to his advisory role, he is an independent life and health insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering access to multiple platforms, third-party money managers, and a range of portfolio construction tools.