Jason Inman is a financial advisor at Signal Advisors Wealth, LLC with 22 years of industry experience. He holds a Series 65 designation and has previously worked at Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Inman is also involved in non-investment-related insurance activities through Legacy Wealth Partners and Level Four Insurance Services. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their clients, offering portfolio management, model access, and retirement plan consulting. The firm employs a primarily top-down, tactical asset allocation strategy supplemented by fundamental, quantitative, and technical analysis.

Luke Costa is a CFP® professional with five years of industry experience, currently serving as an advisor at Mariner Independent in Baton Rouge, LA. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also involved with Alinity Wealth Management, providing investment services through the Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and a range of retirement plan services supported by institutional affiliations and integrated resources.

Ethan Bowling is a CFP® and ChFC® with nine years of industry experience. He is affiliated with Mariner Independent and Alinity Wealth Management, where he offers investment services through Mariner Platform Solutions. His prior experience includes roles at Northwestern Mutual and Matthew P Kubicek. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives, offering both model and customized discretionary portfolios supported by in-house and third-party resources.

Jason Doise is a financial advisor with Signal Advisors Wealth, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, having previously worked at Level Four Financial, LPL Financial, OneAmerica Securities, and American United Life. He is also involved in business consulting through Level Four Business Solutions. Signal Advisors Wealth operates a turnkey asset management platform that supports independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting services. The firm emphasizes a tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while allowing advisors to maintain client relationships and suitability decisions.

Rory Richard is a financial advisor at Sound Income Strategies, LLC with 12 years of industry experience and holds a Series 65 credential. His prior work includes roles at Portfolio Dynamix, Lifeworks Advisors, and Retirement Wealth Advisors. Outside of his advisory work, he volunteers as an assistant football and baseball coach at St. Pius Elementary School. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented investment strategies combined with fundamental and technical analysis and offers asset management, financial planning, and ERISA plan services.

Raymond Panquerne is a CFP® professional with 18 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has prior experience at Legacy Wealth Partners, Level Four Advisory Services, and CFG Advisors LLC. Outside of his advisory role, he is an insurance agent and a partner in a real estate investment venture. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting with a primarily top-down, tactical asset allocation approach.

Jeffrey Metzger is a CFP® with four years of experience in financial advising. He is currently with Mariner Independent in Baton Rouge, LA, and has prior experience at Avantax Advisory Services and Raymond James Financial Services. Outside of advising, he is a partner and part owner of Rally Cap Brewing Company, where he also works as a bartender. Mariner Independent serves individual and institutional clients offering financial planning, portfolio management, retirement consulting, and access to alternative investments. The firm supports advisors with model portfolios and customized discretionary management, and is notable for its affiliated trust company and institutional pension consulting services.

Mackenzie Delaune is a financial advisor with Mariner Independent who holds a Series 66 designation and has two years of industry experience. Prior to joining Mariner Platform Solutions and Alinity Wealth Management in 2026, Mackenzie worked at Northwestern Mutual in various roles from 2022 to 2026. Outside of finance, Mackenzie has been involved with LMD Dance Academy since 2016. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives supported by in-house and third-party resources.

James Crow is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Redwood Private Wealth LLC and Wealth Planners Advisory Group. In addition to his advisory work, Crow has been an independent insurance agent specializing in health, life, and fixed insurance since 2002. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a multifaceted investment process combining third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Benjamin Rushing is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Presley Wealth Management, Stifel Nicolaus, and Clary Suba Neale. Before his advisory career, he worked for Geaux Clean. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing both discretionary model portfolios and advisor-managed models with various analytical approaches.

Latisha Blanchard is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 18 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2014 and previously worked at Merrill from 2008 to 2014. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, providing a broad range of services from institutional solutions to specialized executive planning.

Stephanie Henderson is a financial advisor with CWM, LLC, holding a Series 65 credential and beginning her career in 2025. Prior to joining CWM, she worked at Olivier Group and held various roles including positions with Louisiana Economic Development and the Teachers' Retirement System of Louisiana. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Chad Olivier is a CFP® with 30 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. His prior experience includes roles at LPL Financial and Cetera Wealth Services. Outside of his advisory work, he is president and author at The Olivier Group, LLC, where he offers financial services and authors books, and he serves as a board member for the nonprofit Friends of MAC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios governed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Callen Schramm is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Baton Rouge, LA, and has 28 years of industry experience. He has worked at Stratos and LPL Financial since 2014 and spent 15 years at Merrill prior to that. Outside of advisory work, he is involved in a family business related to residential lot development for home construction. 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 programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with proprietary and third-party strategies.

Cassidy Russo is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has previously been affiliated with Russo Financial Group LLC and has worked with Nylife Securities LLC and New York Life Insurance Company for 15 years. Russo is a board member of the Mallard Crossing Homeowners Association, where she participates in decision-making for neighborhood improvements. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory program types and focuses on tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Matthew Kennedy is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Presley Wealth Management and Eqis Capital Management, Inc. in previous roles. Outside of his advisory work, he is involved as an insurance agent through The Presley Group, LLC, focusing on life, health, accident insurance, and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages portfolios primarily through discretionary model portfolios and offers various ERISA services, supporting both direct and third-party advisor clients with a strong emphasis on standardized model and platform solutions.

Landon Collins is a CFP® professional with eight years of experience in financial advising. He is currently with CWM, LLC, where he also serves as a wealth advisor at the Olivier Group. Prior to this, he spent six years at Edward Jones. In addition to his advisory roles, he is licensed to sell fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a partner network of over 600 advisors. The firm uses discretionary management based on model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Andrew Seabough is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Hibernia Wealth Management, Ameriprise Financial Services, and Hancock Whitney. Outside of advising, he owns ARS Photography and is involved with Whitney Mixon Wellness. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting through a large network of advisors. The firm utilizes a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary accounts across multiple custodians.

Donald Schmitt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Northwestern Mutual in various capacities for over a decade before joining Hornor, Townsend & Kent in 2019. In addition to his advisory role, Schmitt owns an exterior cleaning business and is involved in several insurance agencies focusing on multiline and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options with a mix of third-party asset manager relationships, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Christine Smith is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked with Presley Wealth Management and Eqis Capital Management. In addition to her advisory role, Smith owns and operates The Presley Group, an insurance agency specializing in life insurance and annuities. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, nonprofits, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party models with advisor-managed strategies.