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.

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 financial advisor with NewEdge Advisors in New Orleans, LA, holding the CFP®, ChFC®, and Series 66 designations and possessing 10 years of industry experience. He previously worked with Wells Fargo Advisors and LPL Financial. Barnett is involved in multiple business activities related to investment advisory services through various entities. 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 comprehensive portfolio management, financial planning, consulting, and access to both in-house and third-party managed strategies, utilizing technology tools and centralized due diligence to support client and advisor needs.

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 at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at The Leaders Group, Inc., Capital Investment Management, Inc., and several other financial firms. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a range of services including investment supervisory and fiduciary services.

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 at NewEdge Advisors with 36 years of industry experience. He holds a Series 63 designation and previously worked for Wells Fargo Advisors for 13 years before joining NewEdge Advisors and LPL Financial in 2024. Outside of advisory work, he is co-owner of a car wash business in Walker, Louisiana. 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 variety of portfolio management and consulting services alongside access to third-party managers and sponsored advisory programs, supported by centralized due diligence and technology tools.