Brandon Goll is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary program structures.

Tonielle Greenlee is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Tonielle has been with Voya Financial since 2014 and has also worked as an independent consultant selling and demonstrating kitchen products for Pampered Chef since 2008. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm delivers advice primarily through recommendation-based, non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Casey Stanley is a Series 65-registered financial advisor with VOYA Financial Advisors, Inc., based in Metairie, LA. He has 19 years of industry experience and has been with VOYA since 2015. Outside of advising, he is an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory programs and multiple affiliated offerings.

Joseph Weiser is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and having 11 years of industry experience, all with VOYA. He also acts as an independent insurance agent selling fixed insurance products and works as a delivery driver for local businesses on a part-time basis. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through various program structures, typically providing non-discretionary recommendations requiring client approval.

Keith Gillies is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with Fountainhead Private Client, The Acacia Group, and United Wealth Advisors Group, among others. Outside of advisory roles, he is the author of a book titled *The 10 C's of Success* with all proceeds donated to charity, and he serves as an officer for Engaged Learning Strategies, Inc., an organization providing educational resources to underserved students. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides a variety of managed account solutions supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

Thomas Klotz is a financial advisor with Eagle Strategies (NY Life) based in Kenner, LA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Klotz has worked with New York Life Insurance Company since 1977 and Nylife Securities Inc. since 1979. He serves as treasurer for the Square One Kenner Condo Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

William Perrilliat III is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stratos Wealth Partners and LPL Financial since 2015. His prior experience includes roles at Capital One Financial Advisors. Outside of his advisory work, he is involved in residential property restoration and sale through a private business entity. Stratos Wealth Partners serves a diverse client base that includes 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 delivered by a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

Howard Weiser Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with VOYA since 2014. Outside of advising, he is a member of WGR, LLC, a fence rental company, where he participates in monthly financial reviews. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and third-party money manager access, primarily operating through non-discretionary advisory programs.

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.

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.

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.

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Regions Institutional Trust and Ameritas Life Insurance Corp., among others. He is also a partner in SWRJ Benefits Entity dba Netchex Benefits and serves as Director of Financial Products at Southern Medical Association Services Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account solutions and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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.

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.

Tania Louque is a financial advisor at Osaic with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment, Capital Analysts, Southern Wealth Strategies, and Absolute Financial Planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions using firm-provided portfolio construction tools and third-party services.

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.

Christina Wilson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds the Series 66 designation. Outside of her advisory role, she is president of a real estate business, CWC Investment Property, based in Kenner, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Earl J. Keller III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with UBS since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Charley Moran is a financial advisor with Primerica Advisors, holding a Series 63 designation and 35 years of industry experience. He has worked at Primerica Financial Services since 1991 and with Primerica Advisors since 1989. In addition to advisory services, Moran is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Norman Brown is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. for 12 years and has operated Brown Financial Group since 2008. In addition to his advisory work, he is involved in selling fixed and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.