Olivia Helmers is a financial advisor with Eagle Strategies (NY Life) based in Metairie, LA. She holds Series 63 and Series 65 registrations and has five years of industry experience. Her prior roles include positions at New York Life Insurance Company and Nylife Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority 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, LLC, based in New Orleans, LA, and holds eight years of industry experience. She previously worked for Ahrens Investment Partners, LLC for five years and has owned Stanford & Associates since 2000, where she provides accounting, tax, and insurance services alongside investment advice. Stanford is also involved part-time with an oilfield service company and a family farming enterprise. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures with centralized manager due diligence and technology tools to support advisor and client needs.

Frederic Newburger is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior firms include Raymond James Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is a board member of the Azalea Club and participates in the Mardi Gras Club. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services including wrap-fee advisory programs, financial planning, and investment management utilizing proprietary and third-party strategies.

Gerald Goss is a financial advisor with NewEdge Advisors in New Orleans, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 54 years of industry experience and has worked previously with LPL Financial and Wells Fargo Advisors. He co-owns Goss Ventures, LLC, an entity that passively holds investments in start-up companies with his son. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

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 in New Orleans, LA, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He previously worked at LPL Financial for 17 years and led Ahrens Investment Partners, LLC for eight years. Outside of advising, he owns and produces films through Find Her Films, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and centralized due diligence to support advisor and client needs.

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 at Ameritas Advisory Services since 2021. His prior experience includes roles at Principal Financial Services and ownership of John Worrel Financial Sales & Services LLC, where he focuses on fixed life insurance and annuities. Ameritas Advisory Services serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides investment advisory and financial planning services using a range of portfolios and products, supported by a mutual holding company structure with affiliated broker-dealer and insurance entities.

Edward Plemons is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 registrations and nine years of industry experience. Prior to joining Voya Financial Advisors in 2017, he worked for Best Buy for 15 years. Outside of his advisory role, he works as a contract driver delivering ambulances. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan services to individuals, corporate clients, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver a range of investment solutions, including both discretionary and non-discretionary account management.

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. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Banc One Securities Corporation. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products and is a member of WGR, LLC, a company providing temporary rental fences. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to provide client-centered investment solutions, operating in both non-discretionary and discretionary capacities.

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.

Walter Gundlach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Banc One Securities Corporation. He serves on an advisory committee for Resource Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, combining in-house manager selection with model-based strategies and advisor discretion supported by technology tools.

Dexton Thibodeaux is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Jubans and J Alexandera. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion across more than 127,000 clients, utilizing model portfolio and direct asset management programs with a focus on standardized model and platform services.