Gregory Shelton is a financial advisor with Eagle Strategies (NY Life) based in Covington, LA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has been affiliated with New York Life and its related entities since 2008 and operates Shelton Financial Solutions since 2023. Outside of his advisory work, Shelton coaches a youth soccer team in Covington. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Mcloughlin is a financial advisor at Independent Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. Outside of his advisory work, he volunteers as an usher at Mosat Holy Trinity Catholic Church. Independent Financial Group, LLC provides advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation and manager selection processes across various risk profiles, offering services including financial planning, portfolio management, and retirement plan solutions.

Ernest Burns Jr. is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 65 designation and has operated Burns Estate Planning since 1993, focusing on life insurance and estate planning services. Burns is also the author of the book *Total Retirement*, published in 2024. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a variety of services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through an affiliated accounting subsidiary.

Jordan Pedeaux is a financial advisor at Prime Capital Financial with a Series 65 designation. He has one year of industry experience and previously worked independently and with Nocturnal Enterprises. Prior to his financial career, he was involved with The Mission Church International for eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, family office offerings, and retirement plan participant managed accounts, employing diverse investment strategies and maintaining an affiliated accounting subsidiary.

Robert Reed Jr. is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He worked at Personal Financial Advisors, LLC for 37 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

Daniel Feiler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at IMG Financial Group and Minnesota Life. Outside of advisory work, he is also involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Camilla Dufour is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she serves as the chairperson of Leadership St. Tammany’s Board of Trustees, overseeing a leadership development program with over 500 graduates. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

Christopher Magliolo is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His background includes roles at Hancock Whitney Bank, Morgan Stanley, and service in the United States Marine Corps Reserve, where he remains active. He is also engaged in amphibious reconnaissance activities within the Marine Corps Reserve. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Bergeron is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has previously worked at Postlethwaite & Netterville and Peoples Health. Outside of his advisory role, he owns a hunting club in Covington, Louisiana, which serves as a shared camp with friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Kevin Lozier is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Julien Larisey Hebert is a Series 66-credentialed financial advisor at Ameriprise with six years of industry experience. He has been with Ameriprise Financial Services LLC since 2020 and has held various roles, including co-owner of Charlie's Coffee Co. and providing product reviews as an Amazon influencer. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Hanley is a financial advisor with Cetera in New Orleans, LA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Cetera, Hanley worked at Charles Schwab & Co., Inc. He is also involved in operating Animal House Spa, a dog boarding, grooming, and daycare business. Cetera Investment Advisers LLC serves individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

William Willes is a financial advisor with LPL Financial in Covington, LA, holding a Series 63 designation and 51 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates William Willes Financial Consultant LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a broad platform that includes insurance and credit products.

Angela Avant is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera since 2022. Her prior experience includes roles at Hancock/Whitney Bank, LPL Financial, and Capital One Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers and various program structures.

Jason Bezou is a CFP® professional with 23 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Woodbury Financial Services and Capital One-related entities. Outside of finance, he is a self-employed musician and singer-songwriter who occasionally performs and writes music for personal and charitable purposes. OSAIC serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering a wide range of advisory and brokerage services supported by advanced portfolio construction tools and access to third-party investment solutions.

Marybeth Castay is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 63 designation and has held positions at Hancock Whitney Bank and Hancock Investment Services, Inc. prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with discretionary and non-discretionary program options.

Meredith Davis is a financial advisor at Edward Jones in Hammond, LA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she held positions in healthcare and operated a frozen yogurt business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Shaun Mc Arthur is a CFP® and ChFC® with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Anatomix Physical Therapy for five years. He is also president of a real estate business in Hammond, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors.

Shawn Duca is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2022, as well as Hancock Bank and Hancock Investment Services from 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.

Noah Griffin is a financial advisor at Cetera with a Series 66 designation and multiple years of experience including roles at Griffin & Furman, LLC, Northwestern Mutual, and Acumen Fiscal Agent. He has been with Cetera since 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.