Alexandre Theriot III is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including 13 years at Wells Fargo Advisors and two years each at LPL Financial and NewEdge Advisors. Outside of his advisory work, he is a co-owner of a car wash business in Louisiana. 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 investment strategies and regular portfolio reviews.

Clay Kearney is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of his advisory work, he has interests in a fishing camp and a thoroughbred horse racing partnership. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Shirl Darce is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Voya Financial Advisors since 2016. Outside of her advisory role, she is a member and owner of Property Solutions Plus, LLC. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution. The firm provides advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party strategists, with a significant portion of assets managed on a non-discretionary basis.

Patrick Dugan is a financial advisor with Hightower Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at HighTower Securities, Bank of America, and Merrill, serving clients since 2007. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of strategies and asset types.

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.

Angela White is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Aflac. Outside of advising, she is a partner at CRW Properties, LLC, managing rental real estate properties. NewEdge Advisors serves a broad 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 combines asset management with financial planning and consulting, using asset allocation across mutual funds, ETFs, and individual securities.

Maria Kyriakides is a financial advisor with Voya Financial Advisors, Inc. holding Series 63 and Series 66 licenses and has six years of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Bank of America, Merrill, and Olympic Insurance Underwriters Inc. She is also a licensed independent insurance agent specializing in life, health, and disability insurance, as well as property and casualty insurance. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios and manager-driven investment strategies, supporting both discretionary and non-discretionary advisory programs alongside a broker-dealer distribution model.

Gerald Hebert is a Series 65 licensed financial advisor with eight years of industry experience, currently with NewEdge Advisors. He previously worked at Spire Investment Partners and Patriot Services Corporation. Outside of his advisory role, he co-hosts the Ragin Review Podcast and serves on the membership committee of the BNI Ragin Revenue Chapter. 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.

George Sins III is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been associated with LPL Financial and NewEdge Advisors since 2014. Outside of his advisory roles, he is involved in a family business operating a bed and breakfast in the New Orleans Jazz Quarters. NewEdge Advisors serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Steven Darden is a CFP® with 20 years of industry experience and is currently affiliated with NewEdge Advisors in New Orleans, LA. He has worked at NewEdge Advisors and LPL Financial since 2016. Darden serves as a board member of the nonprofit St. Joseph's Cemetery Fund, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Conrad Richard is a financial advisor with NewEdge Advisors holding a Series 66 designation and one year of industry experience. His background includes roles at South Louisiana Bank, LPL Financial, and several academic and legal institutions. 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.

William Parrie is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including TruWealth Advisors, Ameriprise Financial Services, and Solomon Group Productions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joshua Cavett is a financial advisor with NewEdge Advisors in New Orleans, LA, holding the PFS™ designation and Series 63 and 65 licenses, with 21 years of industry experience. His career includes prior roles at Raymond James Financial Services and various business ventures. Outside of advising, he serves as a deacon at Riverside Church, is a board member at Veritas Classical Academy, and owns Secretum, LLC, a cryptocurrency holding entity. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and nonprofits, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, with periodic rebalancing and quarterly reviews.

Kathleen Davenport is a financial advisor with Eagle Strategies (New York Life) based in Metairie, LA, holding Series 63 and Series 65 licenses. She has 40 years of industry experience and has worked with New York Life Insurance Co. and Nylife Securities Inc. since the mid-1980s. She also serves as a director of a local volleyball team and volunteers as an ambassador for Mt. Carmel Academy, a Catholic girls’ high school in New Orleans. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

Kevin Phillips is a CFP® professional with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has legal experience as an attorney at the Law Office of Kevin M. Phillips, LLC, and serves as a public defender at the Jefferson Parish Public Defenders Office. His background includes roles at Raymond James & Associates, Inc. and several financial services firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes a range of portfolio management strategies supported by advanced technology platforms.

Kayla Grodi is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She is currently with NewEdge Advisors and LPL Financial, having previously worked at Edward Jones for seven years and Brown & Root for one year. Grodi provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. 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 broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including recent applications of artificial intelligence in business operations.

Paul Thiels is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior experience includes 14 years at Cambridge Investment Research Advisors, Inc. and over two decades at GE Financial Assurance. He is also the owner and principal of Cypress Wealth Management, a name he uses publicly for his practice. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and advisory models, including discretionary and non-discretionary account management.

Kenneth Trahan is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, with a significant portion of assets managed on a non-discretionary basis.

Heather Ryan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and nine years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years and Edward Jones for one year. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management, financial planning, retirement consulting, and advisory programs, utilizing centralized due diligence, technology tools, and a mix of in-house and third-party investment options.

Nathaniel Novak is a Series 66-licensed financial advisor with NewEdge Advisors, bringing 15 years of industry experience. He has worked at NewEdge Advisors and NewEdge Securities since 2020 and previously spent seven years at Raymond James & Associates. Outside of his advisory role, he is the managing member of Gibson Lane LLC, a business entity used for tax and investment purposes. 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 and consulting services and utilizes multiple program structures combining in-house manager selection with third-party model portfolios and advisor discretion.