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 CFP® and ChFC® professional with 10 years of experience in financial advisory roles. He is currently affiliated with NewEdge Advisors and has worked previously at LPL Financial LLC and Wells Fargo Clearing. Barnett is based in New Orleans, LA. NewEdge Advisors is a large 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, planning, retirement, and consulting services, utilizing a combination of in-house and third-party investment strategies supported by centralized due diligence and technology tools.

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 previously worked with Investors Capital Corp. and Ameriprise Advisor Services, Inc. In addition to his advisory role, Bute is a 50% owner of Destiny Insurance Agency and serves as an instructor providing financial education to the community. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs both firm- and third-party investment models and provides a range of portfolio management and financial planning services.

Alexander Jordan is a financial advisor with TLG Advisors, Inc. based in New Orleans, LA. He holds Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. His previous roles include positions at The Leaders Group, Capital Investment Management, The Faquier Bank, Infinex Investments, Edelman Financial Services, and United Brokerage Services. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms.

Edward Cole is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Metairie, LA. He has 19 years of industry experience, including roles at Capital One Advisors and LPL Financial. Cole's career includes a continuous tenure with Stratos Wealth Partners since 2016. 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 broad client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an IAR-driven, open-architecture approach integrating multiple third-party platforms and managers.

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® and holds a Series 66 license with 16 years of industry experience. She currently works with NewEdge Advisors and LPL Financial and has prior experience at Morgan Stanley and FSC Securities Corporation. She provides administrative support for NewEdge Advisors. 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 investment adviser representatives. The firm offers a broad suite of portfolio management and consulting services and employs multiple program structures to combine in-house manager selection with third-party model portfolios and advisor discretion.

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 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he served 33 years in the US Air Force and Louisiana Air National Guard. First Command Advisory Services is an SEC-registered investment adviser that serves 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 managed by a centralized Investment Management Team.

John Rovetto is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with NewEdge Advisors since 2016 and previously worked at Merrill from 2004 to 2006. Rovetto operates through multiple registered investment advisor entities and provides investment advisory services primarily based in New Orleans, LA. 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 comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, using a range of program structures and technology tools to support client needs.

Wayne Murry Jr. is a financial advisor with NewEdge Advisors, holding the CFA® designation along with Series 63, 65, and 66 licenses, and has 24 years of industry experience. He has worked at Hancock Investment Services, Inc. and Hancock Bank since 2012. Outside of his advisory role, he is the sole owner of Maddie's Mobile Makeovers, a mobile dog grooming business. 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 advisers. The firm offers a variety of portfolio management and consulting services and uses multiple program structures that combine in-house and third-party manager strategies, supported by technology tools and centralized due diligence.

Russell Jacobs III is a CFP® and ChFC® with 41 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked for MassMutual Investors Services and MassMutual Life Insurance Company for over two decades. 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 advisers. The firm provides a broad 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 client needs.

Jason Foster is a financial advisor with NewEdge Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Blue Fin Services and Triad Advisors. Foster serves as an advisory board member for Catholic High School of New Iberia and is chapter chairman for Ducks Unlimited, a nonprofit focused on conservation efforts. 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 adviser representatives. The firm offers a range of investment management and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Alexandre Theriot III is a financial advisor with NewEdge Advisors and holds the Series 63 designation. He has 37 years of industry experience, including 13 years at Wells Fargo Advisors and two years at LPL Financial. Outside of his advisory role, he is a co-owner of a car wash business in Walker, Louisiana. 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 offers a broad range of portfolio management, financial planning, and consulting services, utilizing various program structures and emphasizing centralized due diligence and technology-supported solutions.

Clay Kearney is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015 and previously worked at various Capital One advisory entities from 2003 to 2015. Outside of his advisory role, he is involved in several business ventures including operating a fishing camp and managing car wash and convenience store sales. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm 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 customized portfolio management through an open architecture model that integrates multiple third-party platforms and managers.

Jake Peltier is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including MDRN Capital, Eagle Strategies, and New York Life. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation of insurance recommendations. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical approaches and manages approximately $49.8 billion across more than 127,000 clients.

Shirl Darce is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Voya Financial Advisors since 2016. Outside of her advisory role, she is involved as a member and owner of Property Solutions Plus, LLC, and works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver a mix of discretionary and non-discretionary investment solutions.

Patrick Dugan is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities, Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He is based in New Orleans, LA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and customized indexing strategies.

Hailey Melerine is a Series 65-licensed advisor with AE Wealth Management, LLC, bringing one year of industry experience. Her prior roles include positions at Gregory Ricks & Associates Inc. and Riverlands Insurance, and she has experience working at the University of New Orleans and Coconut Beach Volleyball Complex. 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 uses discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.