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.

Craig Kliebert is a CFP® with 20 years of experience in financial advising, currently serving as a wealth advisor at CWM, LLC. Prior to joining CWM in 2023, he spent 18 years with Raymond James Financial Services and The Shobe Financial Group. He is active in his community as a board member of the University of Southern Mississippi Alumni Association and as an assistant scout master for a local Boy Scouts troop. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to support its clients.

Erin Sibley is a CFP® professional with 15 years of experience currently serving as a wealth advisor at CWM, LLC in Baton Rouge, LA. Her prior experience includes roles at Raymond James Financial Services, Inc., and Shobe & Associates, Inc. Outside of financial advising, she maintains an interest in entrepreneurship through her involvement with Sweet Elizabeth Cake Designs, LLC, where she handles bookkeeping and payroll. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services using discretionary model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with customized solutions.

Luke Trosclair is a CFP® with 19 years of experience, currently serving as an advisor at Ameritas Advisory Services, LLC since 2021. He also founded and leads Trosclair Wealth Management, LLC, which he created to grow his practice. His prior roles include positions at Wealth Solutions, LLC, The Pension Center, LLC, and Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Michael Conroy is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience and has previously been associated with Park Avenue Securities and Shell Chemical LP. Outside of his advisory role, he is involved with Iron Sights Gun Company LLC and ISGC Patch Club LLC, both non-investment related businesses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Sean Harris is a financial advisor with Empower Advisory Group in Gonzales, Louisiana, holding Series 63 and Series 65 licenses and six years of industry experience. His professional background includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as earlier work in telecommunications and academia. Outside of his advisory role, he works as an attorney/paralegal reviewer, focusing on document analysis and legal research. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach while serving a large participant base relative to its advisor headcount.

Jonathan Owens is a financial advisor with Primerica Advisors based in Baton Rouge, LA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Guardian Life Insurance Company and Park Avenue Securities, as well as Cetera Advisors LLC. Outside of his advisory work, Owens is involved with Star Service Inc. of Baton Rouge, a business he has been associated with since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs, financial planning, retirement-plan consulting, and business consulting.

Travis St Pierre is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 28 years of industry experience. He has been affiliated with Guardian Life since 2006 and joined Park Avenue Securities in 2022. Outside of his advisory role, he conducts training for law enforcement agencies as an instructor trainer for AXON, formerly Taser International. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients using a combination of proprietary and third-party investment programs.

Ellen Alderman is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with Guardian Life since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Kevin Lemmon is a financial advisor with Bankers Life Advisory Services, Inc. in Baton Rouge, LA, holding a Series 66 designation and 17 years of industry experience. He has been with various Bankers Life entities since 2010. In addition to his advisory role, he manages and trains over 60 insurance agents, assisting individuals and families with fixed annuities and insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth clients through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client objectives.

Griffin Caraccioli is a CFP® with two years of industry experience, currently serving as a wealth advisor at CWM, LLC in Baton Rouge, LA. His prior experience includes roles at Cetera Wealth Services and First Horizon. Outside of advisory work, he has experience selling fixed insurance products including life, health, and annuities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines various analytical approaches, third-party sub-advisors, and customization tools, with a notable focus on retirement plan services and fiduciary processes.

Jp Caswell is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Caswell is also the owner of The Physician's Guild, LLC, a business connecting student loan debt to potential grant opportunities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies including discretionary and non-discretionary account management.

Daryl Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding the CFP® designation and Series 63 and 66 licenses. He has 31 years of industry experience and has been with Eagle Strategies since 2006. He also operates Ellis Insurance & Financial Group and has been involved in the insurance and financial services sector since the early 1990s. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Chad Anderson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at PFS Investments Inc., Primerica Financial Services, and the Louisiana Military Department. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jacqueline Walls is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and La Capitol FCU, and held a long-term position at Enterprise Holdings Inc. prior to her advisory career. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Hugo Marrero Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 36 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Concourse Financial Group Securities Inc., as well as over two decades managing Marrero Wealth Management LLC. Marrero co-owns and manages financial oversight for family-owned real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Gavin Landry is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Southland Wealth Strategies LLC. Outside of advisory work, Landry is a certified personal trainer and trains youth athletes; he is also a marathon runner affiliated with several athletic brands. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Macade Wright is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Carson Wealth The Shobe Financial Group and held roles at LSU AgCenter, Louisiana State University, and Brusly High School. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary account management with model portfolios and combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Rhett Bergeron is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked in the food and fitness industries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and charitable clients, offering a range of brokerage services, financial planning, and investment advisory programs.

Frederick Sharbaugh is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 1997 and 1999, respectively. Outside of his advisory role, he operates a financial services business that sells third-party products. Primerica Advisors is part of a larger enterprise that serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.