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 at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stratos Wealth Partners and LPL Financial since 2013. Outside of his advisory role, he is an investor in a local restaurant and has ownership interests in related business entities in New Orleans. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and using a range of affiliated and third-party sub-advisors.

John Morein is a ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023, and also maintains a role at Ahrens Investment Partners, LLC, where he has been since 2015. Outside of his advisory work, he is involved in the sale of life and health insurance products. 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 a range of investment strategies and periodic portfolio reviews.

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 financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she was associated with Goss Wealth Management and LPL Financial. Outside of finance, she has experience working in the restaurant industry. 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. The firm employs a range of analytic approaches and asset allocation strategies, managing portfolios with periodic rebalancing and quarterly reviews.

William Perrilliat III is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2015. Outside of his advisory role, he is involved in residential property restoration and sale through a business entity. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through a Strategic Wealth Management platform that supports customized, multi-custodian investment 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 based in New Orleans, LA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial and NewEdge Advisors for over a decade. Outside of advisory services, Goss is involved in managing entities related to real estate and other business ventures. 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, using a combination of mutual funds, ETFs, and individual securities with regular rebalancing and reviews.

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 and has worked at NewEdge Advisors since 2024. Waite is also the owner of Waite Wealth Management, LLC, a support company maintained for tax purposes. 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 employs multiple program structures, centralized due diligence, and technology tools to support advisor and client needs.

Howard Weiser Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a member of WGR, LLC, a fence rental company, where he participates in monthly financial reviews. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs through model portfolios and manager-driven sleeves, combining an advisory platform with an active broker-dealer distribution model and a broad affiliate ecosystem.

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 at NewEdge Advisors with 42 years of industry experience. She previously worked at Folger Nolan Fleming Douglas Inc. for nine years before joining NewEdge Advisors in 2024. She holds Series 63 and Series 65 licenses. 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.

Chad Castrinos is a financial advisor at Independent Financial Partners with 26 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 serves a nationwide network of independent advisors, providing investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform with over 260 advisors and offers both discretionary and non-discretionary account management alongside specialized retirement-plan advisory and pension consulting capabilities.

Evan Saterfiel is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at NewEdge Securities, Triad Advisors, Infinex Investments, and Iberia Investment Services. He serves on the board of trustees for Ascension Episcopal School and participates in the finance committee of Ochsner Hospital. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of portfolio management and consulting services through multiple program structures, emphasizing centralized due diligence, ongoing monitoring, and the use of technology to support advisors and clients.

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 the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Ahrens Investment Partners, LLC. Outside of his advisory role, he is involved in insurance sales and serves as trustee for a multigenerational family trust. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, 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.

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® with 30 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes 23 years at Edward Jones and three years at LPL Financial. Outside of financial advising, he is also a self-employed musical performer. NewEdge Advisors is a large registered investment adviser that serves high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement and pension consulting, and access to various advisory programs, emphasizing centralized due diligence and the use of technology to support clients and advisors.