Robert Demars is a financial advisor with Eagle Strategies (NY Life) based in New Orleans, LA, holding the ChFC® and Series 63 designations and possessing 30 years of industry experience. He has been with Eagle Strategies since 2014 and has over three decades of affiliation with New York Life and Nylife Securities Inc. He also brokers non-registered insurance products with outside carriers. Eagle Strategies serves a diverse group of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types, emphasizing non-discretionary asset management and maintaining fiduciary responsibilities especially for retirement investors.

Sandra Baker is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at TD Waterhouse Investor Services for 16 years and has been with NewEdge Advisors and LPL Financial since 2021. Outside of her advisory role, she has participated as a survey taker on Amazon Mechanical Turk. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Neal Adler is a PFS™ credentialed financial advisor with Ameritas Advisory Services, LLC, bringing 26 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Investment Corp, Advantage Network Financial Services, LLC, Neal K Adler, CPA, LLC, and Jacobson Adler LLC. Outside of his advisory work, he is a CPA and partner at Jacobson Adler LLC, providing tax, accounting, and consulting services, and serves as treasurer of the Rotary Club of Metairie. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing fee-based asset management and a range of fiduciary and plan consulting services. The firm combines model portfolios, third-party sub-advisers, and custom strategies with regular client reviews, and maintains affiliations that support its municipal securities, pension consulting, and custodial arrangements.

Matthew Duplechain is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 designation and 15 years of industry experience. He has been associated with LPL Financial and NewEdge Advisors since 2014. NewEdge Advisors serves a diverse client base including individuals, trusts and estates, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. The firm manages portfolios through a wrap fee program combining asset management with financial planning, using a range of analytical approaches and periodic rebalancing.

Bradley Cantrill is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Kestra Financial Services. Outside of his advisory work, he owns and operates a tax preparation service and serves as president of Cantrill Financial Group, which assists clients with insurance purchases. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, 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 multiple program structures and technology tools to support advisors and clients.

Lori Taylor is a financial advisor at NewEdge Advisors with 28 years of industry experience. She holds Series 65 and Series 63 credentials. Her prior experience includes roles at the Sonny Detillier Agency and Lincoln Investment. Taylor is also active as an insurance agent, assisting clients with disability, cancer, health, life insurance, and fixed annuities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing in-house manager selection combined with third-party models and technology-driven solutions.

Douglas Karr is a CFP® with 29 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at multiple firms including The Leaders Group, Inc., Capital Investment Management, and Advisors Asset Management, Inc. Karr is also involved in wholesaling and soliciting annuities through Capital Investment Management. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinctive approach combining manager selection, fundamental analysis, and Modern Portfolio Theory.

Joshua Barnett is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He is currently with NewEdge Advisors and has prior experience at LPL Financial and Wells Fargo Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting, utilizing a range of investment strategies and periodic portfolio reviews.

Timothy Thomas is a financial advisor with Eagle Strategies (NY Life) based in Metairie, LA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Thomas has been a partner at Thomas Financial Group LLC and affiliated with New York Life Insurance Company since 2003. He serves as a board member of the New Orleans Estate Planning Council and provides consulting on best practices and compliance for New York Life agents. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable entities. The firm offers comprehensive financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Robert Bute is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Independent Financial Group since 2010. Outside of his advisory role, he is a 50% owner of Destiny Insurance Agency, which offers insurance products including life, health, and long-term care, and he also serves as an instructor providing financial education to the community. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services tailored to diverse client types including high-net-worth individuals and institutional clients.

Alexander Jordan is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at The Leaders Group, Inc., Capital Investment Management, Inc., The Faquier Bank, Infinex Investments, Inc., and Wealthvest Marketing. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent advisor representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Edward Cole is a financial advisor at Stratos Wealth Partners, Ltd with 18 years of industry experience. He holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2016. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its open-architecture Strategic Wealth Management platform, supporting both advisor-managed and model-based portfolios.

John Fahrmann is a financial advisor with Eagle Strategies (New York Life) based in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Eagle Strategies since 2015 and is also associated with Nylife Securities LLC and New York Life Insurance Company. In addition to his financial advisory work, Fahrmann serves as a commissioner for the East Baton Rouge Parish Poll. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, charitable, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory solutions with insurance and annuity products through its affiliation with New York Life.

Megan Evans Fontenot is a CFP® with 15 years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior experience includes roles at Morgan Stanley, LPL Financial, FSC Securities Corporation, and Evans Investment Advisors. She provides administrative support to NewEdge Advisors in addition to her advisory role. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Louis Bundy III is a financial advisor at TIAA-CREF with 15 years of industry experience. He has been with TIAA-CREF since 2014 and holds the Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, often using model portfolios or customized strategies under a fiduciary standard.

Christopher Montz is a financial advisor with First Command Advisory Services in Metairie, LA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to entering the financial advisory field, Montz served 33 years in the US Air Force and Louisiana Air National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios.

John Rovetto is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked at NewEdge Advisors and LPL Financial since 2016 and was previously with J.P. Morgan Securities and JPMorgan Chase bank from 2010 to 2016. NewEdge Advisors serves a wide range of clients including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing diversified asset allocation and regular portfolio reviews.

Wayne Murry Jr. is a CFA® charterholder and holds Series 63, 65, and 66 licenses, with 23 years of industry experience. He is currently with NewEdge Advisors and has worked at Hancock Investment Services, Inc. and Hancock Bank since 2012. Outside of his advisory role, he owns and manages Maddie's Mobile Makeovers, a mobile dog grooming business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using various analytic approaches and regular portfolio reviews.

Russell Jacobs III is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co for 21 years before joining NewEdge Advisors and LPL Financial in 2023. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Jason Foster is a Series 66 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and has prior experience at Triad Advisors and Blue Fin Services. Foster serves as an advisory council board member for Catholic High School of New Iberia and is the chapter chairman for Ducks Unlimited, a nonprofit focused on conservation. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of analytic approaches and regular portfolio reviews.