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.

Daniel Richard is a financial advisor at Independent Financial Group, LLC with 40 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Cetera Advisor Networks LLC and Girard Securities, Inc. Outside of his advisory duties, Richard provides transportation services to out-of-town football teams for the New Orleans Saints and Pro Sport Services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to create tailored investment strategies, blending passive and active exposures across standard risk profiles.

Scott Woodward is a financial advisor at NewEdge Advisors with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining NewEdge Advisors in 2025, he spent over two decades at Mass Mutual Investors Services and MassMutual Life Insurance Co. He has also been affiliated with the University of Georgia since 1999. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad suite of portfolio management, financial planning, and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party strategies and technology tools to support advisor and client needs.

Lewis Post is a CFP® with 36 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior work includes significant tenures at Morgan Stanley Private Bank and Citigroup Global Markets. Post is also registered as an insurance agent specializing in fixed insurance and fixed annuities. 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 comprehensive portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support both advisors and clients.

Luke Malter is a CFP®-certified financial advisor with five years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Gregory Ricks & Associates. Outside of his advisory work, he is the CEO and founder of 2 Ply on the Fly, a portable two-ply toilet paper brand, and serves as a presenter for AFEA. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a platform approach, managing approximately $49.8 billion for over 127,000 clients.

Joseph Weiser is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and having 11 years of industry experience, all with VOYA. He also acts as an independent insurance agent selling fixed insurance products and works as a delivery driver for local businesses on a part-time basis. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through various program structures, typically providing non-discretionary recommendations requiring client approval.

Stephen Liles is a CFP® professional with 19 years of industry experience, currently affiliated with NewEdge Advisors and LPL Financial since 2016. He also holds credentials including Series 66 and is based in New Orleans, LA. Outside of his advisory work, he is licensed as an attorney and is involved in several business entities, including legal services and private wealth management. 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, and retirement consulting, supported by centralized due diligence, technology tools, and a mix of in-house and third-party investment solutions.

Marc Clark is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Arbor Point Advisors, and Securities America. 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 and employs multiple program structures combining in-house manager selection with third-party models and advisor discretion.

John Menniti is a CFP® with 30 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at LPL Financial, Private Portfolio Partners, Fidelity Personal and Workplace Advisors, and Strategic Advisers. 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 range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, with multiple program structures and a focus on centralized due diligence and technology integration.

Steven Johnson is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He has worked at Busenlener & Johnson CPAs since 2001. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing proprietary due-diligence processes and third-party platforms to support discretionary wealth management, retirement plan consulting, and other fiduciary services.

Michael Masters is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. He previously worked for Wells Fargo Advisors for 10 years. Outside of his advisory role, Masters is the owner and manager of Talanton, LLC, a financial advice business based in Peachtree Corners, GA. 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 and employs multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Harlan Hughes is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and LPL Financial since 2017, following a two-year tenure at Capital One Investing. Hughes provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm that serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and centralized due diligence supported by technology tools.

Steven Fanguy is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2015. 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 and consulting services, utilizing both in-house and third-party strategies supported by technology tools and centralized due diligence.

Edgardo Sussmann Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding over 36 years of industry experience. He has been affiliated with several related entities, including Leading Edge Financial Solutions, LLC and Ameritas Life Insurance Corp, and currently serves as president of Leading Edge Disability Center LLC. His career spans roles in insurance sales and agency management. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Eugene Songy is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 credential and 16 years of industry experience. His work history includes roles at GWM Advisors, LLC dba South Louisiana Financial Services, LLC, LPL Financial, Investment Centers of America, and South Louisiana Bank. Additionally, he is the owner of an inherited family business, Songy's Sporting Goods. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.