Nathaniel Novak is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates from 2013 to 2020. Novak is also a managing member of Gibson Lane LLC, a business entity 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 range of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Matthew Tucker Varas is a CFP® and Series 65-registered financial advisor with NewEdge Advisors, LLC, with four years of industry experience. His prior work includes roles at Fidelity Bank, NYLIFE Securities LLC, and New York Life Insurance Co. He operates advisory services under Guardian Wealth Management Group, LLC as part of his activities within NewEdge Advisors. 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 comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools, with a focus on centralized due diligence and manager monitoring.

Olivia Helmers is a financial advisor with Eagle Strategies (New York Life) based in Metairie, LA. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her work history includes roles at Thomas Financial Group, LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Marcos Medina is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His previous roles include positions at JPMorgan Chase Bank, JPMorgan Securities, and Raymond James and Associates. He is also the owner of Tortuga Management Group LLC, a dormant real estate holding company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside a suite of retirement plan services.

Claire Stanford is a financial advisor with NewEdge Advisors, holding eight years of industry experience. She also owns Stanford & Associates, where she provides accounting, tax, and insurance services related to investing. Claire has involvement in non-investment businesses including an oilfield service company and a family farm leasing operation. 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 range of portfolio management and consulting services, combining in-house and third-party manager strategies supported by centralized due diligence and technology tools.

Frederic Newburger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Benjamin F. Edwards since 2016. Outside of his advisory role, he serves on the board of the Azalea Club and is a member of the Mardi Gras Club in Metairie, LA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, and institutions through fee-based wrap programs, financial planning, and investment management. The firm offers a range of strategies managed internally and by third-party managers, supported by a comprehensive trading and custody infrastructure.

Gerald Goss is a CFP®-credentialed financial advisor with over 53 years of industry experience, currently affiliated with NewEdge Advisors. He has been associated with LPL Financial and operates Goss Wealth Management LLC, providing investment advisory services. He co-owns a business entity with his son that passively holds investments in startup companies. 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 broad range of portfolio management and consulting services, combining in-house and third-party manager selection, with an emphasis on centralized due diligence and technology integration.

James Linder is a financial advisor with Empower Advisory Group in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Arvest Wealth Management, JP Morgan Securities LLC, and JP Morgan Chase Bank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Alexander Villavaso is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Park Avenue Securities and has previously worked with Guardian Life Insurance Company and The Producers Group, Inc. Outside of his advisory role, Villavaso is involved in fixed insurance and disability insurance products. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, and charitable organizations. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Debra Tagg is a CFP®-certified financial advisor at NewEdge Advisors with 27 years of industry experience. Her career includes roles at Brennan Financial Services, FSC Securities Corporation, and BFS Advisory Group, among others. She serves as a board member of the Communities Foundation of Texas and chairs the Relationships Committee, in addition to holding trustee and investment committee roles at the Children’s Health System of Texas and participating on the Hockaday School Investment Committee. 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 comprehensive portfolio management, financial planning, and consulting through a network of independent advisers, using a range of program structures and technology tools to support client needs.

Gabriel Campbell is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds the Series 66 designation and has held positions at J.P. Morgan Securities, Merrill, and Bank of America. Outside of financial services, he is the sole owner of Campbell Properties, a business based in Bloomington, Indiana. 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 provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing technology and a centralized due diligence process to support client and advisor needs.

Lena Chandler is a Series 65-licensed financial advisor with NewEdge Advisors and Chandler Wealth Strategies, bringing four years of industry experience. Her prior roles include positions at First South Farm Credit and Woodmen Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving high-net-worth individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

Garrett Ahrens is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ahrens Investment Partners, LLC since 2015. Outside of advising, he owns Find Her Films, LLC, a company that produces the movie "Find Her." NewEdge Advisors is a large registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and advisory services, combining in-house and third-party strategies with technology-supported solutions.

Michele Guerin is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in River Ridge, LA, bringing 40 years of industry experience. She has worked with New York Life Insurance Company and its affiliate Nylife Securities Inc. since the mid-1980s. In addition to her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Tristram Millard is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Fisher Investments, MSI Financial Services, MetLife Investment Fund Services, and Citizens Securities. He is involved in multiple investment-related business activities through entities affiliated with LPL Financial and NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension 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 diverse program structures and technology tools to support client and advisor needs.

John Worrel Jr. is a financial advisor at Ameritas Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas Advisory Services since 2021. His prior experience includes roles at Principal Financial Services and operating his own firm, John Worrel Financial Sales & Services LLC, where he focuses on the sales and service of fixed life insurance and annuities. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity subaccounts, with portfolio construction supported by an Investment Committee and third-party partners.

Edward Plemons is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He previously worked for Best Buy for 15 years. Outside of his advisory role, he is also an independent insurance agent selling fixed insurance products and works as a contract driver delivering ambulances. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting through a variety of program structures, emphasizing recommendation-based, non-discretionary relationships.

Benjamin James is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Bank of America and Merrill. Beyond his advisory work, he serves on the finance committee at Brookwood Baptist Church and is a member of the advisory board of the College of Business at Louisiana Tech University. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services and employs a variety of program structures to integrate in‑house and third‑party strategies supported by centralized due diligence and technology tools.

Brandon Goll is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 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 fixed insurance products. VOYA Financial Advisors serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary program structures.

Quinton Autin is a financial advisor with NewEdge Advisors and holds CPA credentials. He has four years of industry experience alongside six years as a CPA and manager at MireGroup CPAs. His prior experience includes work at PRM CPAs + Advisors, LLC and Postlethwaite & Netterville. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures and emphasizes centralized due diligence and technology tools to support advisors and clients.