John Cusimano is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously operated Cusimano Wealth Management, LLC, and worked with Raymond James Financial Services from 2015 to 2023. 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.

Troy Toups is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2015. 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, employing various analytic approaches and regular portfolio reviews.

John Burton Cestia III is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Edward D. Jones & Co., L.P., Triad Advisors LLC, and LPL Financial. He is also the sole owner of Cestia Wealth LLC, a business entity for tax and investment purposes. 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, utilizing a range of investment approaches and regular portfolio reviews.

Wilkes Martin III is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 11 years. Mr. Martin also provides advisory services through Sage Capital Wealth. 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 via a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Brian Wynne is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc. and LPL Financial, with his current tenure at NewEdge Advisors beginning in 2016. Wynne also provides investment advisory services through an independent firm, GWM Advisors LLC. NewEdge Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, 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, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including MassMutual Life Insurance, Eagle Strategies (NY Life), and LPL Financial. 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 combines asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Bryan Bishop is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2014 to 2023. Outside of his advisory role, he serves as the Chief Financial Officer and Treasurer for the University of Southern California Alumni Association, managing accounting and scholarship fundraising activities on a volunteer basis. 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 combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Mark Moss is a Series 65 licensed financial advisor with NewEdge Advisors, LLC, based in New Orleans, LA. He has three years of industry experience and previously worked at Bancorp South Bank for nine years. Outside of his advisory role, Mr. Moss serves as a foundation member and occasional board member of the ARC of Caddo Bossier. 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.

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 with NewEdge Advisors based in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Ahrens Investment Partners. Outside of advising, he is involved in managing family farming operations through his ownership of B&Q LLC. 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 portfolio management and consulting services and uses a variety of program structures combining in-house and third-party investment management.

Michelle Hollenshead is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 license and 22 years of industry experience. She previously worked at Edward Jones for 17 years before joining LPL Financial in 2022. 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 are managed using asset allocation across mutual funds, ETFs, and individual securities, with regular rebalancing and reviews.

Kathryn Watts is a CFP®-credentialed financial advisor with 28 years of industry experience, currently practicing at Benjamin F. Edwards & Company, Inc. since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized strategies, including mutual funds, ETFs, equity and separately managed portfolios, and Unified Managed Accounts, supported by ongoing due diligence and monitoring.

Charla Misse is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Mariner Independent Advisor Network, and Voya Financial Advisors, Inc. Outside of her advisory roles, she is an author and blogger for The Clarion Herald and owns a business called BIG ICE LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers through its network of investment adviser representatives.

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.

Patricia Wetzel is a financial advisor at NewEdge Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with CrossMMG LLC, a professional employer organization providing payroll and human resources services. 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.

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 in New Orleans, LA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, using an open-architecture platform that supports both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.