Clarence Elliott IV is a CFP® with 10 years of industry experience, currently affiliated with NewEdge Advisors. He previously worked at Edward Jones for six years before joining LPL Financial, where he worked for four years. Elliott provides investment advisory services through NewEdge Advisors and operates within the New Orleans, LA area. 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 range of investment management and consulting services, employing multiple program structures and utilizing technology tools to support client and advisor needs.

Paul Allen is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has worked at NewEdge Advisors since 2025 and previously spent 11 years with Raymond James Financial Services. Outside of his advisory role, he is a partner in Legal Eagle LLC, which owns an airplane. 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 provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, supported by centralized due diligence and technology tools.

Bratie Leary is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. Prior to joining NewEdge Advisors, Leary held roles at LPL Financial LLC, Northshore Wealth Advisors, and had academic affiliations with Louisiana State University, Loyola University New Orleans, Auburn University, and Georgia Southern University. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services through a network of independent advisers and utilizes a combination of in-house and third-party strategies, supported by centralized due diligence and technology tools.

Jake Goray is a financial advisor with Empower Advisory Group and holds the Series 66 and Series 63 designations. He has two years of industry experience, including prior roles at Cetera Investment Services LLC, Regions Bank, and New York Life Insurance Company. Outside of finance, he has been involved with Geaux Ray's LLC since 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

David Guilford is a ChFC®-credentialed financial advisor with 10 years of industry experience. He has been with Eagle Strategies (NY Life) since 2020 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Prior to these roles, he worked at KRW International, Inc. from 2013 to 2017. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, often working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Ashley Wetzel is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 designations. She has 15 years of industry experience, including ten years at Folger Nolan Fleming Douglas Inc. and two years with NewEdge Advisors. Wetzel conducts advisory services through NewEdge Advisors under the DBA Continuity Wealth Group. 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 comprehensive range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support both advisors and clients.

Brent Sheppard is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Hancock/Whitney Investment Services, Inc. and Hancock/Whitney Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, offering portfolio management and comprehensive reporting services.

Kevin Simoneaux is a financial advisor with NewEdge Advisors in New Orleans, LA, holding 16 years of industry experience. He has worked at Ahrens Investment Partners, LLC for 11 years. Outside of his advisory role, he is involved in a non-variable insurance agency that sells fixed life, health, disability, long-term care, and fixed annuities. 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 through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, and utilizes various program structures combining in-house and third-party manager selection supported by technology tools and centralized due diligence.

Collin Kulivan is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds the Series 66 designation. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Outside of his advisory role, he is involved in conducting baseball lessons in his local community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Andrew Black Jr. is a financial advisor at Morgan Stanley in New Orleans, LA, with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner in Offshore Unlimited, a recreational investment venture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of financial advisory programs and tailored planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and research to support its financial planning process.

Michael Barry is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2015. Barry serves as secretary of the Zeta Zeta Alumni Association. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities, with an investment approach based on proprietary capital market assumptions and probabilistic modeling.

Wilfred Kullman Jr. is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. He is based in New Orleans, LA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate market outcome modeling.

Brenden Coyne is a financial advisor with Edward Jones in Metairie, LA, holding CFP® and ChFC® designations and 24 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chawki El Dahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Tulane University Freeman School of Business. He serves on the Board of Trustees of St. George's Episcopal School in New Orleans. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Bruza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Invest Financial Corporation for nine years before joining LPL Financial in 2018. His business activities include operating Bruza Wealth Management and involvement with Livingston Financial Group, both related to his advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Christopher Montgomery is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Montgomery serves as president of his condo association in Clearwater, Florida, where he assists in financial planning for rebuilding efforts after hurricane damage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Nalty is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a member of an LLC involved in real estate transactions and renovations. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of investment strategies supported by extensive research and affiliated managers.

Carson Lucas is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. He has worked at multiple J.P. Morgan entities since 2017 and is also the owner of Sloth Fits, LLC, an online consignment business specializing in secondhand clothing resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Marc Miranne is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Ameriprise since 2019 and previously was affiliated with Gulf Coast Bank and LPL Financial. Outside of his advisory role, he manages a family-owned LLC that was formed to obtain group health insurance rates. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice, primarily focusing on assets managed within Ameriprise accounts.

William Oakland is a financial advisor with Morgan Stanley in New Orleans, LA. He holds a Series 66 designation and has 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and uses firm-approved tools and models, such as Monte Carlo simulations, to support its planning process.