John Pilgreen Jr. is a financial advisor with NewEdge Advisors who holds Series 63, 65, and 66 credentials and has 34 years of industry experience. He has been with NewEdge Advisors since 2015 and has a concurrent history with LPL Financial dating back to 2004. 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 and consulting services and operates multiple program structures combining in-house and third-party investment solutions.

Courtney Kramer is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 12 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Miriam Favor is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and has prior experience at Council Family Office, LPL Financial, Ameritas Life Insurance Company, MassMutual Life Insurance Co, and MML Investors Services. Miriam is also licensed as an attorney. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model combined with discretionary and non-discretionary portfolio management supported by multiple analytical techniques and technology platforms.

William Walter is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at several firms, including LPL Financial, First Horizon Advisors, JPMorgan Chase Bank, Morgan Stanley, UBS Financial Services, and BSG Financial Services. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implementing portfolios with low-cost ETFs, index funds, separate account managers, and private funds, alongside specialized planning and consulting services.

Samuel Wickline is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at JPMorgan Chase and its affiliated entities from 2015 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Roy Spinks Jr. Jr. is a financial advisor with Stratos Wealth Partners, Ltd in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015, following prior roles at Capital One Advisors, LLC. 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 wrap and non-wrap programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives who provide portfolio management, sub-advisory services, and specialized business and executive consulting.

John Borden is a CFP® with 13 years of industry experience currently associated with Independent Advisor Alliance, LLC. His prior experience includes roles at Council Family Office, LPL Financial, Advisor Resource Council, and several insurance and financial services firms. He also operates Borden Financial LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, employing discretionary and non-discretionary management strategies with access to various analytical and technology platforms.

Frederick Korndorffer IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience and a Series 66 designation. He has worked at Benjamin F. Edwards since 2018 and previously spent 17 years with the Louisiana Workforce Commission. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions through a range of financial planning and investment management services. The firm offers consolidated discretionary and non-discretionary wrap programs with multiple model strategies and operates an internal trading desk alongside custody and execution functions.

Gavin Detillier is a financial advisor at NewEdge Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Capital Analysts and Lincoln Investment. Before entering the financial industry, he spent ten years in full-time education. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, with a focus on centralized due diligence and technology integration.

Terry Sullivan is a CFP® and ChFC® with 38 years of industry experience. He is currently with NewEdge Advisors and has previously worked at firms including LPL Financial, Mid Atlantic Capital Corporation, and Raymond James Financial. Sullivan maintains a long-standing involvement in selling non-variable life insurance and related products. 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 range of portfolio management and financial planning services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Robert Comeaux Jr. is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Beacon Pointe Advisors and Beacon Pointe Insurance Services since 2020, and previously at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside his advisory role, he is a licensed insurance agent and owner of private equity and real estate holding companies, as well as joint owner of hunting land. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and 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, and offers proprietary private funds and interval fund advisory services.

Brian Losey Jr. is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation for 19 years. Outside of his advisory role, he owns Carriage Financial Group, a firm providing portfolio management, retirement planning, and investment education services. 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 wide range of portfolio management and consulting services, utilizing technology and centralized due diligence to support both in-house and third-party investment solutions.

Caylin Parker is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining NewEdge Advisors, Parker worked at LPL Financial, MassMutual Life Insurance, Mass Mutual Investors Services, and NYLife Securities. Outside of finance, Parker owns and operates an inflatable rental business. 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 utilizes a variety of program structures combining centralized due diligence, technology tools, and access to third-party managers.

Ronald Rodriguez is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining Voya in 2025, he worked at AGIA and Valic Financial Advisors. Outside of his advisory role, he serves as an independent insurance agent selling fixed insurance products and works as a consultant reviewing commercial leases for private landlords. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm emphasizes recommendation-based, non-discretionary advice and operates both as a registered investment adviser and broker-dealer.

Michael Zabalaoui is a CFP®, PFS™, and Series 63 licensed financial advisor at Creative Planning with 14 years of industry experience. He worked at Resource Management, Inc. for 37 years before joining Creative Planning in 2021. Zabalaoui is based in Metairie, LA. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Simone Bauer is a financial advisor with Voya Financial Advisors, Inc. She holds Series 65 and Series 63 licenses and has 15 years of industry experience. Bauer has been with Voya since 2014 and also operates Strategic Financial Concepts, LLC. Outside of her advisory roles, she provides bookkeeping services for a small contracting business. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with a focus on recommendation-based, non-discretionary relationships.

Cory Fosdyck is a CFP® with 23 years of industry experience, currently serving at NewEdge Advisors since 2025. He previously worked at Bank of America and Merrill Lynch, with a combined tenure of nearly two decades. Outside of his advisory role, Fosdyck is involved as an adjunct professor at Northwest Florida State College and serves on the advisory board for the Destin Charity Wine Auction Foundation. He also coaches middle school basketball and participates in community basketball initiatives in Destin, Florida. 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 representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Maggie Hurdle is a financial advisor with NewEdge Advisors holding a Series 66 designation and one year of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2023. 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 range of services including portfolio management, financial planning, retirement plan consulting, and access to advisory programs, utilizing centralized due diligence, technology tools, and a mix of in-house and third-party investment strategies.

Jody Detillier is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge in 2026, he worked at Lincoln Investment and Great American Advisors, Inc. Detillier is involved in insurance sales and is a member of Detillier Financial Advisors, LLC; he also co-owns a timber farm managed as an LLC with his family. Additionally, he assists with a mobile bar business operated by his wife. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, and utilizes both in-house and third-party strategies supported by technology and centralized due diligence.

Maxwell Zwain is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and FreeGulliver, LLC. Zwain serves on multiple nonprofit boards, including Young Audiences for LA and the Touro Infirmary Foundation, contributing to their operational and financial oversight. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.