Matthew Tucker Varas is a CFP® and Series 65 licensed advisor with four years of industry experience. He is currently with NewEdge Advisors, where he has been since 2021, following prior roles at Fidelity Bank, NYLIFE Securities LLC, New York Life Insurance Co, and Lemon-Mohler Insurance Agency. He previously worked at Mississippi State University from 2015 to 2019. 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 range of portfolio management and consulting services, employing multiple program structures that combine in-house manager selection with third-party models and advisor discretion, and incorporates technology and centralized due diligence in its investment approach.

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 has worked at NewEdge Advisors since 2023 and also has a longstanding role at Ahrens Investment Partners since 2018. Additionally, she owns and manages Stanford & Associates, where she provides accounting, tax, and insurance services related to investing. 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 variety of investment approaches and regular portfolio reviews.

Frederic Newburger is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He has been with Benjamin F. Edwards since 2016. He is a member of the Azalea Club Board and the Mardi Gras Club in Metairie, LA. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies and combines brokerage, trading, and advisory services under one platform.

Gerald Goss is a CFP®-certified financial advisor with over 53 years of industry experience. He is affiliated with NewEdge Advisors and has worked with LPL Financial and through his own firm, Goss Wealth Management LLC, since 2014. He co-owns Goss Ventures, LLC with his son, an entity used for passive investments in start-up companies. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

James Linder is a financial advisor with Empower Advisory Group in New Orleans, LA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Arvest Wealth Management, JP Morgan Securities LLC, and JP Morgan Chase Bank NA. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with 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® professional with 27 years of experience in financial advising. She currently serves at NewEdge Advisors and has held roles at several firms including BFS Advisory Group, Brennan Financial Services, and FSC Securities Corporation. Tagg is a board member of the Communities Foundation of Texas and chair of its Relationships Committee, and she also chairs the Investment Committee for the Children’s Health System of Texas. 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 broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Gabriel Campbell is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of his advisory role, he is the sole owner of Campbell Properties, a separate business based in Bloomington, Indiana. 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.

Lena Chandler is a financial advisor at NewEdge Advisors with a Series 65 designation and four years of industry experience. Her prior roles include positions at First South Farm Credit, Woodmen Financial Services, Inc., and Woodmen of the World Life Insurance Society. 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 and employs technology and centralized due diligence in managing advisor and client needs.

Garrett Ahrens is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations 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, which produces the movie "Find Her." 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 combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with periodic rebalancing and quarterly reviews.

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 and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at J.P. Morgan Securities and LPL Financial. 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 combines asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

John Worrel Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has operated John Worrel Financial Sales & Services LLC since 2014. Additionally, he is licensed as an independent insurance agent selling fixed insurance products through Acacia Financial Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary services with both discretionary and non-discretionary portfolio management.

Edward Plemons is a financial advisor with Voya Financial Advisors, Inc., holding Series 65 and Series 63 credentials and nine years of industry experience. Prior to joining Voya in 2017, he worked for Best Buy for 15 years. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products and also works as an ambulance delivery driver. Voya Financial Advisors, Inc. serves individual clients across a range of wealth levels, as well as employer-sponsored retirement plans and institutional clients. The firm offers financial planning, portfolio management, third-party manager access, and brokerage and insurance distribution, delivering advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party solutions.

Benjamin James is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the finance committee of Brookwood Baptist Church and is a member of the advisory board of the College of Business at Louisiana Tech University. NewEdge Advisors serves a diverse client base including individuals, trusts and 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.

Brandon Goll is a financial advisor with VOYA Financial Advisors, Inc. in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of advising, 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 serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a combination of model portfolios and manager-driven sleeves, delivering both discretionary and non-discretionary investment solutions.

Quinton Autin is a financial advisor associated with NewEdge Advisors and holds CPA credentials. He has four years of industry experience and has worked previously at Postlethwaite & Netterville, PRM CPAs + Advisors, LLC, and MireGroup CPAs, where he currently serves as a manager. His primary occupation is as a CPA at MireGroup CPAs. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a wide range of services such as portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, supported by technology tools and a centralized due diligence process.

Walter Gundlach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at J.P. Morgan Securities Inc. from 2006 to 2016. Gundlach serves on the advisory committee of Resource Bank. 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, using a range of investment approaches and regular portfolio reviews.