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, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles with NYLIFE Securities LLC and New York Life Insurance Co., with prior experience at Cognizant and Louisiana State University. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its 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 been with Benjamin F. Edwards & Company, Inc. since 2017 and previously worked at Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm provides a range of services including financial planning, investment management, brokerage, and certain M&A advisory services, utilizing proprietary and third-party investment strategies with both discretionary and non-discretionary managed solutions.

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 at Guardian Life with 37 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior work includes 36 years at The Producers Group, Inc., and she currently serves at both Guardian Life and its subsidiary, Park Avenue Securities. Additionally, she is executrix of the estate of Joseph Almerico. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, providing clients access to proprietary programs and third-party solutions.

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 licenses and previously worked at Wells Fargo Clearing for six years before joining NewEdge in 2022. Wetzel is also 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 plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. 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 advisors and clients.

Michael Talbot is a financial advisor with TLG Advisors, Inc. based in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His previous roles include positions at Hancock/Whitney Bank, Capital Investment Management, Cetera Investment Services, and LPL Financial. Outside of financial advising, he is a certified scuba diving instructor. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services using manager selection and fundamental analysis within a framework that includes both sub-advisors and a direct-to-consumer digital program.

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 been with Stratos Wealth Partners and LPL Financial since 2016, following prior roles at Capital One Advisors. 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, offering a range of investment and financial planning solutions delivered through an IAR-driven, open-architecture model.

Thomas Klotz is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been affiliated with New York Life Insurance Company since 1977 and Nylife Securities Inc. since 1979. Outside of advisory work, he serves as treasurer for the Square One Kenner Condo Association. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Philip Garrett Jr. is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 10 years at PRUCO Securities and over a decade at Stratos Wealth Partners and LPL Financial. Garrett is also an investor in the restaurant Sake LLC and is involved as an owner in Side Car Holdings, LLC and Side Car Patio & Oyster Bar, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through customized portfolio management and an open-architecture platform integrating multiple third-party managers.

John Morein is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds the ChFC® and Series 63 designations and has held positions at Ahrens Investment Partners, LLC, LPL Financial, and MSI Financial Services, Inc. Outside of advising, he is involved in the sale of life and health insurance products. 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 including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing both in-house and third-party strategies supported by technology tools and centralized due diligence.

Tina Dandry Mayes is a financial advisor with Eagle Strategies (NY Life) based in Marrero, LA. She holds Series 63 and Series 65 licenses and has 40 years of industry experience, including long-term roles at New York Life Insurance Co. and Nylife Securities Inc. Since 2015, she has also owned Financial Strategies and Solutions, LLC, which brokers non-registered insurance products. Outside of her advisory work, she serves as an officer for the West Jefferson Hospital Foundation and volunteers on the Parish Council of Visitation of Our Lady Catholic Church. Additionally, she owns Safe-Push LLC, a company focused on developing and licensing medical inventions. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.