David Turnage is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 credential and bringing 16 years of industry experience. His prior work includes roles at Merrill and LPL Financial. Outside of his advisory work, he is involved in co-ownership of business ventures including Robust Ventures. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers diverse portfolio management and consulting services, using multiple program structures and technology tools to support advisors and clients.

William Vanlandingham is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 25 years of industry experience. His previous roles include positions at Family Council Office, Advisor Resource Council, LPL Financial, J.P. Morgan Securities, and Chase Investment Services Corp. He serves on the board of Grace at the Greenlight, a nonprofit focused on community outreach to the local homeless population. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management alongside technology platforms and a network model of independent advisory representatives.

James Welden is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and Independent Financial Partners. Based in New Orleans, LA, Welden also performs notary services in Newnan, GA. 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 provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Kyle Graffagnini is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at LPL Financial LLC, Coker & Palmer, and Scotia Capital (USA) Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support advisors and clients.

Elizabeth Gossen is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, Ahrens Investment Partners, and LPL Financial. Outside of her advisory role, Gossen is a CPA and provides accounting services, and she serves as a board member for the Dreams Foundation of Acadiana, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

Matthew Stennis is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has prior experience serving in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Cory Fruge is a financial advisor with NewEdge Advisors and holds 10 years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked at Ahrens Investment Partners for seven years. In addition to his advisory career, he has been a pilot for Delta Air Lines since 1998 and owns a hay farm called Flying C Ranch. 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 advisors. The firm offers a variety of portfolio management and consulting services and utilizes centralized due diligence, technology tools, and a range of program structures to meet client needs.

Belinda Lemaire is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2005 to 2021 and has been with NewEdge Advisors since 2021. Outside of her advisory work, Lemaire is a licensed massage therapist. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Megan Motes Cochran is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Commonwealth Financial Network for five years before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private assets.

John Clardy III is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including nearly three decades at IA Johnston, Lemon Asset Management, Inc. and its predecessor, Johnston, Lemon & Co. Inc. He conducts advisory services through NewEdge Advisors under the business name Continuity Wealth Group. NewEdge Advisors is a large enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, using a variety of program structures and technology-enabled platforms to combine in-house and third-party manager strategies.

Carl Buzzeo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and has a long tenure with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2003. He is also involved in consulting through Strategic Associates, referring clients for tax mitigation services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and strategies, including model portfolios, mutual funds, ETFs, and interval funds, supported by multiple program platforms and third-party technology.

Megan Davenport is a financial advisor with Eagle Strategies (NY Life) in Metairie, LA, holding a Series 66 designation and seven years of industry experience. She has worked with Eagle Strategies since 2019 and operates Davenport Wealth Strategies, focusing on New York Life products and brokering non-registered insurance offerings. Outside of her advisory role, she serves as a board member of the LSU National L Club, an organization supporting former varsity athletes and staff, and is active as a travel and lifestyle content creator and influencer. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice primarily on a non-discretionary basis, integrating advisory services with insurance and annuity products within the New York Life affiliate structure.

Douglas Stein is a CFP® with 38 years of industry experience and is currently affiliated with NewEdge Advisors. His previous work includes roles at Goss Advisors, Mid Atlantic Capital Corporation, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves on the finance council and investment committee for the Roman Catholic Diocese of Salina and is vice president of the Fellow Man International Foundation, a nonprofit supporting missionary medical efforts in Honduras. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Raymond Daigle Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of his advisory role, he is involved as an owner and manager in several commercial real estate holding companies. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence and third-party platforms, and it sponsors proprietary investment vehicles as well as private funds.

Robert Demars is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in New Orleans, LA, bringing 31 years of industry experience. He has been with Eagle Strategies since 2014 and has maintained long-term roles at NYLife Securities Inc. and New York Life Insurance Company since 1995. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Sandra Baker is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes a 16-year tenure at TD Waterhouse Investor Services and ongoing roles with NewEdge Advisors and LPL Financial since 2021. Outside of her advisory role, she participates as an online survey taker through Amazon Mechanical Turk. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a variety of program structures to support both advisors and clients.

Neal Adler is a financial advisor with Ameritas Advisory Services, LLC, holding the PFS™ designation and bringing 26 years of industry experience. He has concurrent roles with Ameritas Investment Corp and Advantage Network Financial Services, LLC, and operates his own CPA firm providing tax, accounting, and consulting services. Adler serves as treasurer for the Rotary Club of Metairie. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Matthew Duplechain is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Wells Fargo Advisors prior to his current role. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing both in-house and third-party manager strategies supported by centralized due diligence and technology tools.

Bradley Cantrill is a CFP® with 25 years of industry experience and currently serves as an advisor at NewEdge Advisors. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Kestra Financial Services. Outside of his advisory work, he is involved in tax preparation services and insurance through separate business ventures. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Lori Taylor is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at NewEdge Securities LLC, Sonny Detillier Agency, Lincoln Investment, and Great American Advisors, Inc. She also works as an insurance agent specializing in fixed annuity sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client and advisor needs.