Gerrod Galliano is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including AE Wealth Management and Minnesota Life Insurance Co. Galliano is also involved with Burns Estate Planning, where he serves as an insurance agent. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

Scott Samford is a financial advisor with Money Concepts Capital Corp based in Mandeville, LA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, with a background including roles at firms such as LPL Enterprise, Prudential Insurance, and Bank of America. Outside of advisory work, he serves as Lieutenant Governor for the LAMISSTENN District Kiwanis and is involved in educational initiatives as managing partner of Eschaton Advisors, focusing on business exit planning education for owners. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary portfolio programs, integrating third-party management and services to support its enterprise-scale operations.

Jon Gwatney Jr. is a financial advisor at Prime Capital Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Bank of America, Morgan Stanley, and Burns Wealth Advisors. In addition to his advisory role, he is involved with Burns Estate Planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary management strategies.

Joseph Morgan Mitchell is a financial advisor with Eagle Strategies (NY Life) based in Mandeville, LA. He holds Series 63 and Series 65 licenses and has four years of industry experience. He is also the owner of an insurance brokering business specializing in non-registered products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial amount of assets on a non-discretionary basis.

Richard Danielson is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Benjamin F. Edwards & Co, and Merrill. He is active in several community and nonprofit organizations, including serving as a board member for the Recreation District #1, HeartGift Foundation, Lakeview Regional Medical Center, and St. Tammany Chamber of Commerce, as well as volunteering as an instructor for the Young Entrepreneurs Academy. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Bret Posner is a financial advisor with Eagle Strategies (NY Life) based in Covington, LA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked with Eagle Strategies and affiliated firms since 2022 and previously was employed at The Response Group and the St. Tammany Parish Sheriff's Office. Posner also works as an independent contractor brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

James Dombrowski is a CFP® professional affiliated with Benjamin F. Edwards & Company, Inc., with 26 years of industry experience. He has worked at Benjamin F. Edwards since 2013 and previously spent five years at Wells Fargo Clearing. Dombrowski serves as a trustee for his sibling(s) in Mandeville, LA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and certain M&A advisory services, and utilizes both proprietary and third-party model portfolios within its managed solutions.

Allen Catalanotto is a financial advisor at Benjamin F. Edwards & Company, Inc. with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2013, following five years at Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm provides a range of services including financial planning, investment management, retirement plan consulting, and brokerage services, utilizing proprietary strategies alongside third-party models.

Charlotte Guinot is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has previously worked at Cetera Advisor Networks and NBCUniversal. Charlotte serves on the Board of the University of Southern Mississippi Alumni Association and operates a brand coaching business that assists financial advisors with social media, website design, and brand storytelling. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, employing both passive and active investment strategies tailored to client risk profiles.

Douglas Tate is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His previous work includes tenures at Purshe Kaplan Sterling Investments, Benjamin F. Edwards & Co, and Merrill. Outside of his advisory role, he serves as Chairperson of the Republican Parish Executive Committee in St. Tammany Parish and is a board member of the Selective Service System in Louisiana as well as the St. Paul’s Renaissance Board. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by an extensive network of advisors and integrated operational tools.

Timothy Dahlberg is a financial advisor at Prime Capital Financial with nine years of industry experience and holds a Series 66 designation. His work history includes roles at firms such as Merrill, Bank of America, and Coastal Gold & Silver. Outside of advising, he is also a licensed insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans, offering services including asset management, financial planning, and family office solutions. The firm employs a variety of investment strategies and supports both discretionary and non-discretionary accounts, with additional capabilities in tax planning through an affiliated accounting subsidiary.

Christian Clausen is a financial advisor at Prime Capital Financial with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes Burns Wealth Advisors and Ae Wealth Management LLC, and he is also involved with Burns Estate Planning, where he has provided insurance services since 2016. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, providing tax planning and bill-pay services.

Ernest Bonnoitt Jr. is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2011. In addition to his advisory role, he is the owner of Bonnoitt Financial, where he is involved in life insurance and fixed annuities sales, and he is a partner at Hatereck Design LLC, a home decorating service where he handles accounting and installation. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Scott Foreman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Benjamin F. Edwards since 2013 and previously spent three years with Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and M&A advisory services.

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.

Richard Greene Jr. is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Cetera Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. Outside of advisory work, Greene serves as an officer and director for multiple real estate and accounting-related businesses, and he is the director and treasurer of the New Orleans Wine & Food Experience nonprofit organization. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides investment advisory and brokerage services using both firm- and third-party models, combining strategic asset allocation and multi-manager portfolios through various platforms and accounts.

Nicholas Ber is a financial advisor at Money Concepts Capital Corp with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Money Concepts, he has been involved in entrepreneurship, including roles with B.E.T. Construction and event and boating-related businesses. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, utilizing model-driven and asset-allocation approaches across discretionary and non-discretionary programs. The firm manages approximately $4.07 billion in client assets through a large network of advisors and offers integrated brokerage and insurance services alongside its advisory business.

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.