Scott Samford is a financial advisor with Money Concepts Capital Corp in Mandeville, LA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles with LPL Enterprise, The Prudential Insurance Co. of America, BANK of AMERICA, Merrill, Guardian Life Insurance Company, and New York Life Insurance Co. He is involved with several nonprofit and educational organizations, including serving as Lieutenant Governor for the LAMISSTENN District Kiwanis and managing an educational services firm focused on business exit planning. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages roughly $4.07 billion in client assets through model-driven and asset-allocation approaches and offers a range of discretionary and non-discretionary portfolio programs supported by third-party managers and platforms such as Envestnet.

Jon Gwatney Jr. is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Burns Wealth Advisors. He is also involved with Burns Estate Planning in an insurance agent capacity. 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 variety of investment strategies including discretionary and non-discretionary management, core/satellite allocations, and sub-advisory arrangements, while also providing tax advisory and consolidated reporting services through affiliated entities.

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.

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 with 25 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in Mandeville, LA. Outside of his advisory role, he serves as a trustee for his siblings. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs, financial planning, and investment management services through a mix of firm-developed and third-party model strategies.

Allen Catalanotto is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Charlotte Guinot is a financial advisor with Independent Financial Group, LLC. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Independent Financial Group in 2021, she worked at Cetera Advisor Networks, McLoughlin Financial, Palm Village Mandeville, and NBCUniversal. Guinot serves as a board member of The University of Southern Mississippi Alumni Association and operates Finfluence, a brand coaching business for financial advisors focused on social media and website design. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs and retirement plan services, employing both in-house and third-party investment strategies tailored to client risk profiles.

Timothy Dahlberg is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of his advisory role, Dahlberg is also an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, managing accounts through a variety of investment strategies and specialized platforms.

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 licenses and bringing 36 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party models.

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 with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. Outside of his advisory work, he volunteers as an usher at Holy Trinity Catholic Church in Covington, LA. Independent Financial Group, LLC serves individuals, charities, corporations, and plan sponsors with brokerage, portfolio management, financial planning, and retirement plan services. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary account management across multiple investment program options.

Richard Greene Jr. is a CFP® professional with 14 years of experience in financial advising, currently with Independent Financial Group, LLC. His prior roles include positions at CETERA Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. In addition to his advisory work, he serves as an officer and director at several real estate and accounting firms and holds a leadership role with the New Orleans Wine & Food Experience nonprofit. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides access to multiple advisory programs and third-party asset managers.

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.

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.

Kelly Walgamotte is a financial advisor with Eagle Strategies (NY Life) based in Mandeville, LA. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior work includes roles at LPL Financial, Northwestern Mutual, and Thrivent Financial. Walgamotte serves as Treasurer and Board Member for the St. Tammy Council on the Ageing, a nonprofit organization focused on senior services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a range of program types, including fee-based advice and co-advisory relationships, operating primarily on a non-discretionary asset management basis.

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.