Wilkes Martin III is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining NewEdge in 2024. In addition to his advisory role, Mr. Martin operates an advisory service under the name Sage Capital Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a comprehensive range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employing technology tools such as algorithmic model portfolios and held-away account platforms.

Brian Wynne is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2016. Wynne provides investment advisory services through multiple independent advisory firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of services including portfolio management, financial planning, and retirement consulting, utilizing a range of program structures that combine in-house and third-party strategies with technology tools to support advisors and clients.

Jon Milliken is a financial advisor with Mariner in New Orleans, LA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include leadership and consulting positions at firms such as Plan Simple Financial Group, Acacia Financial Group, and JM Wealth Management LLC. Milliken is also a Certified Exit Planning Advisor, consulting with business owners on exit strategies and business value optimization, and he partners with veterinary professionals on practice efficiency and sale readiness. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios alongside integrated tax, accounting, and financial wellness solutions.

Thomas Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including MassMutual Life Insurance, Eagle Strategies (NY Life), Cornerstone Financial, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and utilizes multiple program structures, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and advanced technology tools.

Bryan Bishop is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 16 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2014 to 2023. Outside of his advisory role, he serves as the Chief Financial Officer and Treasurer of the University of Southern California Alumni Association, managing accounting and scholarship fundraising for the organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing centralized due diligence and technology tools to support clients and advisors.

Mark Moss is a Series 65-licensed financial advisor with NewEdge Advisors and has four years of industry experience. He previously worked at Bancorp South Bank for nine years before joining NewEdge Advisors. Mr. Moss is a foundation member and periodically serves on the board of ARC of Caddo Bossier. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology to support client needs.

Michael Wayda is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and bringing 32 years of industry experience. He has worked at The Leaders Group, Inc. since 2017 and at Capital Investment Management, Inc. since 2016, where he also serves in a sales management and wholesaling role. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services via independent representatives, sub-advisors, and a direct-to-consumer digital platform called Starlight Portfolios.

Timothy Babco is a financial advisor with Eagle Strategies (NY Life) in New Orleans, LA. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to his current role, he worked at Cognizant and Louisiana State University. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant majority of assets on a non-discretionary basis.

Perry Frey is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Ahrens Investment Partners. Outside of advisory services, he is involved in managing family farm operations through B&Q LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension 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 to support client and advisor needs.

Michelle Hollenshead is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and bringing 22 years of industry experience. She worked at Edward Jones for 17 years before joining LPL Financial, where she served for four years. 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 provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence.

Kathryn Watts is a CFP®-certified financial advisor with 28 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of investment strategies overseen by an Investment Strategy Committee.

Charla Misse is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 11 years of industry experience. She previously worked at Voya Financial Advisors, Inc. for 24 years and joined Private Advisor Group in 2026. Outside of advisory work, she is an author and blogger for The Clarion Herald. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and combines proprietary and third-party investment strategies supported by technology platforms.

Katherine Almerico is a financial advisor with Primerica Advisors, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. Her career includes roles at Park Avenue Securities and Guardian Life Insurance Company, alongside a long tenure at The Producers Group, Inc. She is also an executrix of her late spouse’s estate. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting, utilizing a mix of proprietary and third-party investment strategies.

Justin Montreuil is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds a Series 65 designation and has worked previously at Black Swift Group, Ahrens Investment Partners, and has diverse work history including roles in law enforcement and healthcare. 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 services including portfolio management, financial planning, retirement and pension consulting, and access to sponsor advisory programs, utilizing centralized due diligence and technology-driven solutions.

Patricia Wetzel is a financial advisor at NewEdge Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at NewEdge Advisors since 2022. Prior to that, she was employed with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. In addition to her advisory role, she is a Senior Client Services Associate at CrossMMG LLC, a professional employer organization providing payroll and human resources services. 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 wide range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Michael Talbot is a financial advisor with TLG Advisors, Inc. based in New Orleans, LA, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior roles include positions at Hancock/Whitney Bank, Cetera Investment Services, and LPL Financial. Outside of finance, he is a certified scuba diving instructor. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, employing a research approach grounded in fundamental analysis and Modern Portfolio Theory.

Doug Tillman is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and CBD Wealth Management. He is also a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across multiple asset classes.

Paul Pursley Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously held roles at Capital One Financial Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and consulting services through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Thomas Klotz is a financial advisor with Eagle Strategies (NY Life) based in Kenner, LA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Klotz has worked with New York Life Insurance Company since 1977 and Nylife Securities Inc. since 1979. He serves as treasurer for the Square One Kenner Condo Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Philip Garrett Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and with 25 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2013 and was previously with PRUCO Securities, LLC for ten years. Garrett is an investor in the restaurant Sake LLC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.