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.

Gregory Ricks is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in marketing through Down South Strategies, Inc. and is the author of a book available on Amazon, with all revenue directed to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis within a platform-focused approach that serves over 127,000 clients.

Tristen Louviere is an investment advisor representative at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors since 2022, following prior roles at Triad Advisors and the University of Louisiana at Lafayette. 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 advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and technology tools to support advisor and client needs.

Stephanie Groschup is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at NewEdge Advisors and its affiliated entities since 2010 and previously at Mid Atlantic Financial Management, Inc. Outside of her advisory role, Groschup is a managing partner at Onyx Partners, LLC, providing business consulting and concierge services, and is involved with Forest Forward, a nonprofit focusing on community development in South Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad suite of portfolio management, financial planning, and consulting services and utilizes a variety of program structures combining in-house and third-party investment management supported by technology and centralized due diligence.

Scott Varon is a CFP®-certified financial advisor at NewEdge Advisors with 24 years of industry experience. Prior to joining NewEdge Advisors in 2025, he spent 20 years with Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is an agent for a disability insurance business and owner of COFA Enterprises, 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 and consulting services, employing multiple program structures and centralized due diligence, with recent incorporation of artificial intelligence in some operations.

Cody Bennett is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Eagle Strategies LLC, NYLIFE Securities LLC, and LPL Financial LLC. Outside of advising, he is involved in the administration of Clearview Veterinary Hospital in Metairie, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, 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 combining in-house manager selection with third-party models and advisor discretion.

John Mougey is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 credentials and 43 years of industry experience. He previously worked at Wells Fargo Advisors from 2011 to 2024 and joined NewEdge Advisors and LPL Financial in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, 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 consulting, and access to sponsored advisory programs, with an emphasis on third-party manager due diligence and the use of technology tools to support client needs.

James Allen is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked with Stonegate Investment Group and UBS Financial 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 advisors. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Roger Krueger is a financial advisor at NewEdge Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining NewEdge Advisors in 2025, he worked at Bank of America and Merrill, where he accumulated a combined 35 years of experience. 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, and retirement consulting, and employs multiple program structures combining in-house manager selection with third-party strategies.

Andrew Stall is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2014, and previously worked at Capital One Financial Advisors. Outside the advisory business, he owns thoroughbred racehorses and is involved in several small businesses including a fishing club and convenience stores. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Daniel Misse is a financial advisor with Private Advisor Group, LLC in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and VOYA Financial. Outside of advisory work, he is the owner of a sporting goods business, BIGICE LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Randal Coker is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Investment Services LLC, Hancock Whitney Bank, and Edward Jones. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and third-party money manager access, primarily through non-discretionary advisory relationships.

Brent Hillerich is a CFP® and Series 66-registered financial advisor with 25 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2021. Prior to that, he was at Mid Atlantic Financial Management for four years and Ameriprise Financial Services for sixteen years. Outside of his advisory role, he is principal of Crescent Franchise Solutions, consulting business owners on succession planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employs technology tools alongside centralized due diligence to support client needs.

Mollie Taylor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior work history includes roles at CBD Wealth Management, Commonwealth Financial Network, and Capital One Investment Services. She is also a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Robert Steinfeld is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd. and LPL Financial, where he has worked since 2017. His prior experience includes twelve years at Metlife Securities, Inc. Steinfeld holds the Series 66 license. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement consulting, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Christopher Kenny is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and 21 years of industry experience. He has been with NewEdge Advisors since 2016 and has prior experience with LPL Financial. 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 comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, combining in-house manager selection with third-party strategies and technology-driven tools.

Scott Deupree is a financial advisor at NewEdge Advisors with 33 years of industry experience. He previously worked at Merrill and Bank of America before joining NewEdge Advisors and Triad Advisors in 2018. Deupree is also involved with the Committee of One Hundred, Inc., a community organization focused on addressing regional issues in Northwest Louisiana. 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, offering a range of portfolio management and consulting services supported by centralized due diligence and technology tools.