Tonielle Greenlee is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Tonielle has been with Voya Financial since 2014 and has also worked as an independent consultant selling and demonstrating kitchen products for Pampered Chef since 2008. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm delivers advice primarily through recommendation-based, non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Casey Stanley is a Series 65-registered financial advisor with VOYA Financial Advisors, Inc., based in Metairie, LA. He has 19 years of industry experience and has been with VOYA since 2015. Outside of advising, he is an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory programs and multiple affiliated offerings.

Grant Davis is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Matchpoint Connection and State Farm Insurance. Outside of his advisory work, he has experience associated with Louisiana State University and a restaurant business called Mikes in Tigerland. 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 broad range of portfolio management and consulting services and integrates technology and centralized due diligence in its multiple program structures.

Colin Berthaut is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at LPL Financial, Securities America, Investacorp, and Highland Capital Brokerage. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm employs a combination of individualized asset allocation and active monitoring with both proprietary and third-party strategies, supporting a range of discretionary and non-discretionary management approaches.

Ulysses Barnes is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment strategies, financial planning, and lending solutions. The firm manages approximately $15 billion in regulatory assets under management and supports both discretionary and non-discretionary account management.

James Wallace is a financial advisor at NewEdge Advisors with 10 years of industry experience. He has held positions at Ahrens Investment Partners and DH Reeves. Outside of advising, he is a part owner of a real estate firm and serves on the board of a family trust. 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, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence.

Benjamin Hess is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2020 and previously was associated with CBD Wealth Management LLC and Cajun Industries. Hess also has involvement with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies, using asset-allocation modeling and third-party independent managers, and offers proprietary private funds and interval fund advisory services.

Dee Becquet is a financial advisor with NewEdge Advisors and holds a Series 66 designation. She has 15 years of industry experience and has worked at Ahrens Investment Partners, LLC, since 2015. She is currently associated with NewEdge Advisors, where she is also involved with the firm's DBA, Coastal Capital Advisors. 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, financial planning, and consulting services, utilizing technology and a combination of in-house and third-party strategies.

Ben De Rouen is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Laird Plastics and attended Louisiana State University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management and financial planning services, utilizing both in-house and third-party strategies supported by technology and a centralized due diligence process.

Jeffrey Russolino is a ChFC® designated advisor with Eagle Strategies (NY Life) based in New Orleans, LA. He has 47 years of industry experience, including over three decades with New York Life Insurance Company and Nylife Securities Inc. Since 2010, he has been affiliated with Eagle Strategies. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Ruston Matherne is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining NewEdge Advisors, he worked at Detillier Financial Advisors, LLC and Lincoln Investment. He also acts as a Medicare and life insurance agent, assisting clients with health insurance planning related to retirement. 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, utilizing multiple program structures and technology tools to support diverse advisor and client needs.

Brandon Chandler is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He previously worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Chandler is also involved with a business entity called Aunties Sunset Ally, LLC, which is not investment related. 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 broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools, and emphasizes centralized due diligence and ongoing monitoring of third-party managers.

James Burlingame is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 11 years of industry experience. Burlingame has been with Stratos Wealth Partners and affiliated LPL Financial since 2014. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Lisa McMillion is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 13 years. She is associated with Northshore Wealth Advisors, a DBA for her LPL-related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Robert Whitman Jr. is a financial advisor with Independent Financial Group, LLC, holding over 44 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. In addition to his advisory work, he has served as a mentor and coordinator for career outreach programs at Archbishop Rummel High School for more than four decades and is the board president of Youth Rebuilding New Orleans Inc. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional investors. The firm utilizes a mix of passive and active investment strategies implemented through firm- and third-party models, focusing on strategic asset allocation and ongoing portfolio management.

Nathan Zimmer is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 licenses and has six years of industry experience. He has worked at Eagle Strategies LLC since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2018, respectively. Outside of his advisory role, Zimmer is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm employs multiple program types tailored to client objectives and Plan Sponsor criteria, with the majority of its regulatory assets managed on a non-discretionary basis.

Scott Schneider is a CFP® professional with 18 years of industry experience, currently serving with Beacon Pointe Advisors, LLC. Prior to rejoining Beacon Pointe in 2026, he worked at Northwestern Mutual Wealth Management Company and Investment Services LLC for six years. Schneider is also an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced CIO services to individuals, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across various asset classes.

Elena Irimia is a financial advisor with TIAA-CREF in Metairie, LA, holding a Series 66 designation and possessing 40 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that includes fiduciary RIA services and acts as adviser to a donor-advised fund.

Scott Hawk is a Series 65-licensed advisor with NewEdge Advisors, LLC, based in New Orleans, LA, and has three years of industry experience. Prior to joining NewEdge Advisors, he worked at REE, Inc. and served seven years at Praise Church. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a broad range of portfolio management, financial planning, retirement consulting, and advisory programs. The firm combines in-house manager selection with third-party strategies and employs technology tools and centralized due diligence to support advisor and client needs.

Stephen Gainey is a CFP® with 26 years of industry experience, currently serving as an investment advisor with NewEdge Advisors since 2017. He has also been affiliated with LPL Financial since 2013 and previously worked at Stratos Wealth Partners. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent representatives. The firm provides a wide range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party strategies supported by centralized due diligence and technology tools.