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 financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2023, following ten years at The Producers Group, Inc. Outside of his advisory role, he is involved in fixed insurance products and disability insurance products. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions, along with specialized financial planning and consulting services.

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 at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 17 years and Ahrens Investment Partners, LLC for 8 years. Outside of his advisory role, he is involved in film production as the owner of Find Her Films, LLC. 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 various portfolio management and consulting services through a network of independent advisers, utilizing a range of program structures combining in-house manager selection, third-party models, and advisor discretion.

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.

Phillip Fontenot is a financial advisor at NewEdge Advisors with over 31 years of industry experience. He holds the Series 66 designation and has worked at firms including Iberia Savings Bank, Iberia Financial Services, Infinex Investments, Triad Advisors, and NewEdge Advisors. Outside of his advisory work, he serves as president of the Lafayette Lambda Chi Alpha Alumni and Realty Corporation, managing the fraternity house for the local chapter. 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 range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

John Hooper III is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. His work history includes roles at State Farm and as an independent life insurance broker prior to his current positions. Outside of his advisory work, he is involved with Holy Cross High School as an assistant 8th grade football coach and serves on the school's alumni board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Tonielle Greenlee is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Voya Financial since 2014 and has maintained a long-term role as an independent consultant for Pampered Chef since 2008. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a broad network of advisers. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management services.

Casey Stanley is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at Voya since 2015. Outside of advising, he is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a comprehensive range of financial planning and portfolio management services. The firm combines in-house and external strategies with technology-driven tools to offer primarily non-discretionary advisory solutions alongside selective discretionary management.