Carson Rich is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. Prior to joining Paradiem, he has been involved with Living in South Louisiana DBA CR Holdings, LLC for five years and has work experience at PJ's Coffee and Mandeville High School. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term investment strategies based on fundamental analysis and acts as a coordinating family CFO through structured planning and ongoing portfolio monitoring.

Eric Dunavant is a CFP® with 27 years of industry experience, currently serving at Paradiem, LLC. He has been with Paradiem since 2007 and previously worked with LPL Financial from 2007 to 2017. Outside of his advisory role, he teaches a life skills course at a local private school and is involved in coaching and consulting through his business, IC4 Coaching & Consulting. Paradiem serves individuals, high-net-worth families, and charitable organizations, offering asset management, financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based portfolio management and coordinates comprehensive planning involving tax, estate, and charitable giving considerations.

Craig Marcello is a financial advisor at Turning Point Financial with 26 years of industry experience. He holds the ChFC® designation and several FINRA licenses, and his prior experience includes roles at Ameriprise, Morgan Stanley, Merrill, UBS, and Citigroup. Marcello serves on a local nonprofit board in Covington, Louisiana. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plans, offering financial planning, discretionary investment management, and tax and accounting services through a team-based fiduciary process that utilizes third-party sub-advisers and integrates in-house tax and insurance capabilities.

Andrew Hoffman is a CFP® with 28 years of experience in the financial services industry. He has been with Beam Wealth Advisors, Inc. since 1999 and previously worked at Securities America Inc for seven years. Hoffman also practices as a Certified Divorce Financial Analyst, assisting clients and attorneys with financial settlements and court-related matters in divorce cases. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies based on Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Robert McAlister is a financial advisor at Foundry Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Meridian Wealth Management and Northwestern Mutual Investment Management. Outside of advising, he owns McAlister Ventures, LLC, a business consulting firm, and serves as a soccer referee for youth and adult games. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs risk-based, diversified portfolios and uses adviser-held discretion to manage client portfolios with an emphasis on long-term allocation.

Jason Sanchez is a financial advisor with Beam Wealth Advisors, Inc. in Covington, LA, holding a Series 66 designation and over 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc and has been with Beam Wealth Advisors since 2008. Outside of his advisory work, Sanchez serves as a board member of the Rotary Club of New Orleans Riverbend and acts as secretary for the Freret Street Market and Festivals, a community-based art market and festival managed through the Rotary Club. Beam Wealth Advisors is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting. Their investment approach emphasizes asset allocation, diversification, and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance, with portfolios that may include equities, bonds, mutual funds, ETFs, and alternative investments.

William Stoner is a financial advisor with Inspire Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His career includes roles at Inspire Investing, Harcon, Inc., Paradiem, LLC, First Baptist Church, E Six Thirteen, LLC, and LPL Financial, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and offers a range of portfolio management, financial planning, and consulting services, frequently utilizing sub-advisors and proprietary ETFs.

Keith Duet is a CFA® charterholder with 19 years of industry experience. He has been with Advisory Services Network since 2013. In addition to his financial advisory role, Mr. Duet is an attorney providing legal services, primarily tax consulting and incidental accounting, through his own law firm. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of strategies and implementation options.

Daniel Palomino is a financial advisor with Advisory Services Network, holding a Series 65 designation and beginning his industry career in 2026. He has previously worked at Simon & Simon Wealth Management and held various roles outside the financial industry, including positions in education and hospitality. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, utilizing a broad range of securities and third-party managers.

Charles Simon is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at FOUNDATIONS INVESTMENT ADVISORS and Retirement Income Specialists. He also operates Simon & Simon Financial, LLC, an insurance and annuity agency offering fixed annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Douglas Allen is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior work includes a 13-year tenure at Nationwide Investment Services Corporation before joining John Hancock in 2024. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted model with third-party software to deliver written financial plans, serving a high volume of clients per advisor.

Claire Friedrichs is a financial advisor at Moors & Cabot, Inc. with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Coker & Palmer, Raymond James & Associates, and Merrill. Friedrichs is also a partner in Friedrichs Taylor LLC. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and consulting services, offering tailored portfolio strategies that include asset allocation, fundamental and technical analysis, and use of third-party sub-advisors.

Christopher Jackler is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current roles, he worked at PPG Industries for four years. Outside of his advisory work, he is a small business owner of The Physician’s Guild, LLC, which connects physicians with potential grant opportunities related to student loan debt. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

Gerrod Galliano is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including AE Wealth Management and Minnesota Life Insurance Co. Galliano is also involved with Burns Estate Planning, where he serves as an insurance agent. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

Jon Gwatney Jr. is a financial advisor at Prime Capital Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Bank of America, Morgan Stanley, and Burns Wealth Advisors. In addition to his advisory role, he is involved with Burns Estate Planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary management strategies.

Bret Posner is a financial advisor with Eagle Strategies (NY Life) based in Covington, LA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked with Eagle Strategies and affiliated firms since 2022 and previously was employed at The Response Group and the St. Tammany Parish Sheriff's Office. Posner also works as an independent contractor brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Charlotte Guinot is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has previously worked at Cetera Advisor Networks and NBCUniversal. Charlotte serves on the Board of the University of Southern Mississippi Alumni Association and operates a brand coaching business that assists financial advisors with social media, website design, and brand storytelling. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, employing both passive and active investment strategies tailored to client risk profiles.

Timothy Dahlberg is a financial advisor at Prime Capital Financial with nine years of industry experience and holds a Series 66 designation. His work history includes roles at firms such as Merrill, Bank of America, and Coastal Gold & Silver. Outside of advising, he is also a licensed insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans, offering services including asset management, financial planning, and family office solutions. The firm employs a variety of investment strategies and supports both discretionary and non-discretionary accounts, with additional capabilities in tax planning through an affiliated accounting subsidiary.

Christian Clausen is a financial advisor at Prime Capital Financial with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes Burns Wealth Advisors and Ae Wealth Management LLC, and he is also involved with Burns Estate Planning, where he has provided insurance services since 2016. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, providing tax planning and bill-pay services.

Ernest Bonnoitt Jr. is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2011. In addition to his advisory role, he is the owner of Bonnoitt Financial, where he is involved in life insurance and fixed annuities sales, and he is a partner at Hatereck Design LLC, a home decorating service where he handles accounting and installation. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.