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 with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. His prior firms include LPL Financial, Securities America, Inc., Investacorp, Inc., and Highland Capital Brokerage. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture approach with access to multiple third-party platforms and customized portfolio management.

Ulysses Barnes is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities and real estate firms such as Melrose Group Realty and Team Geaux Realty. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.

James Wallace is a financial advisor with NewEdge Advisors and holds 10 years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked at Ahrens Investment Partners, LLC for seven years. Outside of his advisory work, he is a 50% owner of a real estate firm and operates an independent insurance consulting business. 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 portfolio management, financial planning, and consulting services through a network of independent investment adviser representatives, utilizing multiple program structures and technology tools to support client needs.

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. She has held positions at Ahrens Investment Partners, LLC, LPL Financial, and Morgan Stanley before joining NewEdge Advisors in 2023. Dee holds the Series 66 designation and is based in New Orleans, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse investment and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client and advisor needs.

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. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2014. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an open-architecture investment approach integrating multiple third-party platforms and managers, with most advisors operating as independent contractors providing discretionary and non-discretionary portfolio management tailored to client objectives.

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) in Metairie, LA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with 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 appointed with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

William Thompson is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 16 years of industry experience. He has been with NewEdge Advisors since 2016 and also maintains a relationship with LPL Financial. 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, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Andrew Reinhardt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Marcum Wealth, Raymond James & Associates Inc., and J.P. Morgan Securities. Before entering financial services, he was involved with Emerald City Coffee for nine years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.