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 in New Orleans, LA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked previously at TD Waterhouse Investor Services and LPL Financial. Outside of her advisory work, she participates as a survey taker on Amazon Mechanical Turk. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple program structures and centralized due diligence to support advisors and clients.

Neal Adler is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds the PFS™ designation and has been affiliated with Ameritas since 2008. In addition to his advisory role, he is a licensed independent insurance agent and a CPA, providing tax, accounting, and consulting services through his firms Neal K Adler, CPA, LLC and Jacobson Adler LLC. Adler also serves as treasurer for the Rotary Club of Metairie. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing consulting.

Matthew Duplechain is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 credential and 15 years of industry experience. He has been associated with LPL Financial and NewEdge Advisors since 2014. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers using both in-house and third-party investment solutions.

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 in New Orleans, LA, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. Her prior work includes positions at Sonny Detillier Agency, Lincoln Investment, and Great American Advisors, Inc. She is also involved in insurance sales and fixed annuity consulting, assisting clients with disability, health, life insurance contracts, and fixed annuity investments. 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 wide range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support advisor and client 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 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 with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 19 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2016, following earlier roles at Capital One Financial Advisors. Stratos Wealth Partners serves a broad 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, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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 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 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.