Connor Mire is a Series 65-licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023, following prior roles at Ahrens Investment Partners and teaching positions at several colleges. 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 range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

Marie Elliott is a financial advisor at NewEdge Advisors with a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial and PacTec Inc. She is also involved in Oak Capital Private Wealth, a business related to investment activities. 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 offers a wide range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing centralized due diligence, technology tools, and multiple program structures.

Carl Coolidge is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining NewEdge Advisors and LPL Financial in 2023, he spent two decades with Mass Mutual Investors Services and MassMutual Life Insurance Company. 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 range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party manager strategies.

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® professional with nine years of experience in the financial services industry. He is currently an advisor at Creative Planning, where he has worked since 2025. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2015 to 2025. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Roy Spinks Jr. Jr. is a financial advisor at Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2015 and held roles at Capital One Advisors and Capital One Financial Advisors from 2009 to 2015. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an independent adviser model that provides customized portfolio management and integrates multiple third-party platforms and managers.

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 eight years at the firm and two years of industry experience. Prior to joining Benjamin F. Edwards, he worked for the Louisiana Workforce Commission for 17 years. He holds the Series 66 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

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 a Series 66 designation and has five years of industry experience. His prior work includes positions at AGIA and Valic Financial Advisors, as well as roles at Elaine P. Nunez Community College and Louisiana State University Health Sciences Center. Outside of advising, he works as an independent insurance agent specializing in fixed insurance products and serves as a consultant reviewing lease agreements for private landlords and tenants involving commercial properties. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage client portfolios through both discretionary and non-discretionary arrangements.

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. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She worked at Strategic Financial Concepts, LLC from 2012 to 2014 before joining Voya Financial Advisors, where she has been since 2014. In addition to her advisory role, she serves as an independent insurance agent. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology tools, and a range of affiliated and unaffiliated investment products to deliver its services, with a focus on both non-discretionary and discretionary account management.

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.