Carl Coolidge is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for over two decades before joining NewEdge Advisors and LPL Financial in 2023. 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.

John Pilgreen Jr. is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63, 65, and 66 credentials and 34 years of industry experience. He has been with NewEdge Advisors since 2015 and has also been associated with LPL Financial since 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 advisors. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party models, and advisor discretion.

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, 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. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, 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.

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. He has worked at Benjamin F. Edwards since 2018 and previously spent 17 years with the Louisiana Workforce Commission. He holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services.

Gavin Detillier is a financial advisor at NewEdge Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Capital Analysts and Lincoln Investment. Prior to his career in finance, he spent ten years in full-time education. 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.

Terry Sullivan is a financial advisor with NewEdge Advisors, holding CFP® and ChFC® designations and over 38 years of industry experience. His career includes roles at Raymond James Financial and LPL Financial, among others. He is also involved in selling non-variable insurance products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm provides a wide range of investment management and consulting services, supported by centralized due diligence and technology-driven solutions.

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 with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2002 to 2021 before joining NewEdge Advisors in 2021. Outside of his advisory role, he owns Carriage Financial Group, providing portfolio management, retirement planning, budget advice, debt management, and investment education, and is a licensed agent soliciting life insurance and annuities for estate and retirement planning. 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 representatives. The firm offers diverse managed account solutions, including advisor-managed accounts, model-based strategies, and manager-of-managers platforms, supported by centralized due diligence and technology tools.

Caylin Parker is a financial advisor with NewEdge Advisors based in New Orleans, LA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining NewEdge Advisors, Caylin worked with LPL Financial, MassMutual Life Insurance Company, and New York Life Company. Outside of financial advising, Caylin is the owner and CEO of C & C Fun Services, an inflatable rental business operating since 2011. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers and utilizes multiple program structures supported by technology and centralized due diligence.

Ronald Rodriguez is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding a Series 66 designation and five years of industry experience. Prior to joining Voya Financial Advisors in 2025, he worked at AGIA and Valic Financial Advisors. He also has experience in consulting for private landlords, reviewing leases and reporting on related opportunities and risks, and acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, retirement plans, and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary advising and a mix of advisory and commission-based product offerings.

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., holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. She has been with Voya Financial Advisors since 2014 and also operates Strategic Financial Concepts, LLC. Outside of advisory activities, she works as an independent insurance agent and provides bookkeeping services for a family-owned contracting business. Voya Financial Advisors, Inc. serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various programs, third-party money manager access, and brokerage and insurance product distribution, with a mix of discretionary and predominantly non-discretionary advisory assets.

Cory Fosdyck is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2025. Prior to joining NewEdge, he worked at Bank of America and Merrill for nearly two decades. Outside of his advisory role, Fosdyck is involved in several community activities, including serving as an advisory board member for the Destin Charity Wine Auction Foundation, coaching middle school basketball, and working as an adjunct professor at Northwest Florida State College. NewEdge Advisors serves a broad range of clients, 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, employing diverse analytic approaches and regular portfolio reviews.

Maggie Hurdle is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. She previously worked at LPL Financial for three years and has been associated with NewEdge Advisors since 2023. 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, financial planning, and consulting services, with various program structures that combine in-house and third-party manager selections supported by technology and centralized due diligence.

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 Advisors in 2026, he worked at Lincoln Investment and Great American Advisors, Inc. Detillier is involved in insurance sales, including fixed annuities and life insurance, and co-owns a timber farm LLC with family. 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 various analytic approaches and regular portfolio reviews.