John Morein is a financial advisor at NewEdge Advisors with over 20 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Ahrens Investment Partners since 2015 before joining NewEdge in 2023. Outside of advisory work, he is involved in the sale of life and health insurance products. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, employing multiple program structures and centralized due diligence, and incorporates technology and recent use of artificial intelligence in its operations.

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.

Amanda Blackwell is a Series 66 credentialed financial advisor with four years of industry experience. She is currently with NewEdge Advisors and LPL Financial, having held previous roles at Goss Wealth Management and multiple positions in the hospitality industry. 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 advisor and client needs.

William Perrilliat III is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stratos Wealth Partners and LPL Financial since 2015. His prior experience includes roles at Capital One Financial Advisors. Outside of his advisory work, he is involved in residential property restoration and sale through a private business entity. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting delivered by a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

Robert Seghers is a financial advisor with Eagle Strategies (New York Life) based in New Orleans, LA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he held various legal positions and founded Freelance Legal Exchange LLC. Outside of his advisory work, he serves as an officer in the Saint Benilde Men's Club, a charitable organization affiliated with St. Benilde Parish and school. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Alexander Goss is a financial advisor with NewEdge Advisors holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial, LLC and NewEdge Advisors since 2014. Outside of his advisory role, Goss is involved in several business ventures related to investment advisory and real estate management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Edward Blanchard is a financial advisor at Beacon Pointe Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2020, including a current role at Beacon Pointe Insurance Services, where he is a licensed insurance agent. Outside of his advisory work, he is a 20% owner of NOLA Heights, LLC, an entity involved in buying and selling land plots in Arabi, LA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a mix of third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nicholas Harris is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase and J.P. Morgan Securities for eight years. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point‑in‑time planning from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Robert Waite is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining NewEdge Advisors in 2024, he worked at Raymond James Financial Services from 2015 to 2023 and has been involved with Waite Wealth Management since 2015. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. 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 technology tools to support client and advisor needs.

Howard Weiser Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with VOYA since 2014. Outside of advising, he is a member of WGR, LLC, a fence rental company, where he participates in monthly financial reviews. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and third-party money manager access, primarily operating through non-discretionary advisory programs.

Ann Colvin is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning. She previously worked at JPMorgan Securities Inc. and JPMorgan Chase Bank NA, where she spent 16 years in various roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Elizabeth Reed Hoole is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. She previously worked at Folger Nolan Fleming Douglas Inc. for nine years before joining NewEdge Advisors in 2024. 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 provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Chad Castrinos is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Advisor Resource Council. He is also the owner of Castrinos Financial, a wealth planning business unrelated to investment advisory. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan and pension consulting services.

Evan Saterfiel is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Iberia Investment Services. Outside of advising, he serves on the board of trustees for Ascension Episcopal School and participates on the finance committee of Ochsner Hospital. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and financial planning services, utilizing multiple program structures and technology tools to support advisor and client needs.

Lance Malter is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked at Deloitte & Touche, LLP from 2020 to 2024 and has experience in disaster recovery consulting as an independent contractor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting clients through standardized model and platform services at a large scale.

Christopher St. Germain is a Senior Advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 credential and has worked at NewEdge Advisors and NewEdge Securities since 2023, and previously at Purshe Kaplan Sterling Investments and Ahrens Investment Partners for eight years. Outside of his advisory role, he is a managing partner of STG Capital, LLC and serves as a trustee for the Rebecca Ahrens 2008 multigenerational trust. 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 suite of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support client needs.

Walter Bond is a CFP® with 27 years of industry experience, currently with Beacon Pointe Advisors, LLC. He has worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Bond is also a licensed insurance agent with Beacon Pointe Insurance Services and a part owner of a real estate holding company. Beacon Pointe Advisors, LLC serves a broad client base including individuals, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions. The firm combines asset-allocation modeling with third-party independent managers across public and private asset classes and acts as general partner for proprietary private funds.

Craig Wroten is a CFP® professional with 30 years of industry experience, currently serving as an advisor at NewEdge Advisors. His career includes over two decades at Edward Jones and a period with LPL Financial. Outside of his advisory work, he is also a self-employed musical performer. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures that combine in-house and third-party strategies with centralized due diligence and technology support.

Chad Dufrene is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Banc of America Investment Services. He provides investment advisory services through NewEdge Advisors and GWM Advisors, 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 advisers. The firm offers a broad range of portfolio management, financial planning, consulting services, and utilizes advanced technology and due diligence processes to support client and advisor needs.

Ronald Dawson, Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has held roles at Ericksen Krentel LLP, 1st Global Capital Corp, and 1st Global Advisors, Inc. Outside of advisory work, he has been involved with Dorignac's Food Center, LLC and operates Ronald H Dawson, Jr CPA APAC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.