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 with NewEdge Advisors holding a Series 66 designation and 30 years of industry experience. His prior roles include positions at Iberia Savings Bank and Iberia Financial Services, where he worked for over two decades, as well as Infinex Investments and Triad Advisors. He is also president of the Lafayette Lambda Chi Alpha Alumni and Realty Corporation, managing a fraternity house for the local chapter. 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 integrates asset management with financial planning. Portfolios utilize a range of investment vehicles and analytic approaches, with regular reviews and rebalancing.

John Hooper III is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. His prior experience includes roles as an independent life insurance broker and with State Farm. Outside of his advisory role, he is involved in selling engagement rings through a local platform and serves as an assistant 8th grade football coach as well as a member of the Holy Cross High School Alumni Board. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs, utilizing both in-house and third-party model portfolios.

Tonielle Greenlee is a financial advisor at VOYA Financial Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Voya Financial since 2014. Outside of her advisory role, she has worked as an independent consultant selling and demonstrating kitchen supplies for Pampered Chef since 2008. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven strategies, with a significant focus on non-discretionary assets alongside discretionary offerings.

Casey Stanley is a Series 65-licensed financial advisor with VOYA Financial Advisors, Inc., where he has worked since 2015. He has 19 years of industry experience. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers both discretionary and non-discretionary investment programs supported by model portfolios and third-party managers, combining an advisory platform with an active broker-dealer distribution model.

Grant Davis is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors and affiliated entities since 2023. Prior to his advisory roles, he was employed at Matchpoint Connection and State Farm Insurance, and has experience in education and the hospitality industry. 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.

Colin Berthaut is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Securities America, Investacorp, Inc., and Highland Capital Brokerage. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolios along with financial planning and retirement plan consulting, utilizing an open-architecture approach and various external platforms and tools.

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 nine years of industry experience. He has worked at NewEdge Advisors since 2023 and previously at Ahrens Investment Partners and DH Reeves. Outside of advising, Wallace is a 50% owner of a real estate firm and owns an independent insurance consulting business, J Wallace Consulting, LLC. He also serves as a board member of the Jeanine Chachere Wallace Family Trust. NewEdge Advisors serves a broad range of clients including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, using a variety of investment approaches and periodic portfolio reviews.

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 at NewEdge Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with NewEdge Advisors since 2023, previously working at Ahrens Investment Partners. 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.

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 at NewEdge Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Detillier Financial Advisors, LLC and Lincoln Investment. In addition to his advisory role, he is licensed to sell Medicare and life insurance products. 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.

Brandon Chandler is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including over two decades at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Chandler is also involved in a non-investment business entity, Aunties Sunset Ally, LLC. 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. The firm employs asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

James Burlingame is a financial advisor with Stratos Wealth Partners, Ltd in Harvey, LA, holding a Series 66 designation and having 10 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2014. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform supporting both advisor-managed and model-based portfolios.

Lisa McMillion is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors for 13 years before joining NewEdge Advisors and LPL Financial in 2024. NewEdge Advisors serves a broad range of clients, including high-net-worth 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, using diversified asset allocation and periodic portfolio reviews.

Robert Whitman Jr. is a financial advisor with Independent Financial Group, LLC, holding 44 years of industry experience. His prior work includes roles at Cetera Advisor Networks, Asset One, and Girard Securities. Outside of his advisory work, he serves as a mentor at Archbishop Rummel High School and is board president of Youth Rebuilding New Orleans Inc. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm offers tailored investment strategies using a combination of in-house and third-party manager models and operates as both a registered investment adviser and active broker-dealer.

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® with 17 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Northwestern Mutual Wealth Management Company and Michel Legrand. In addition to his advisory role, Schneider acts as an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple 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.