Stuart Glasco is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) in Baton Rouge, LA, bringing 41 years of industry experience. He has been with Eagle Strategies since 2008 and has held concurrent roles at Nylife Securities Inc. and New York Life Insurance Company since 1984. Glasco is also appointed with various outside insurance carriers to broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets under non-discretionary arrangements.

John Hodgins is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding a Series 66 designation and having four years of industry experience. He has worked with Eagle Strategies since 2025 and concurrently with several New York Life affiliates since 2021. Prior to his current role, he was involved with Curbside Mid City, LLC from 2016 to 2021. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions delivered via multiple program types, and most of its assets under management are non-discretionary.

Angel Stewart is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, Angel worked at Dent Wealth Advisors and Merrill Lynch. Outside of advising, Angel serves as a board member for Forum 225, a young professional group in Baton Rouge. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, using a combination of passive and active investment strategies guided by an internal Investment Committee.

Beau Comeaux is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Dent Wealth Advisors and entrepreneurial experience with El Mejor Bar and Grill. He has also served on the West Feliciana School Board. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active managers overseen by an internal Investment Committee.

Vanessa Altom is a financial advisor with Principal Financial Services in Baton Rouge, LA. She holds Series 63, 65, and 66 licenses and has 10 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Dorsey and Company. Outside of financial services, she has entrepreneurial experience with Task Mosters, an active business she has been involved with since 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

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.

Jeffrey Hammack is a Series 65 licensed advisor with NewEdge Advisors. He has four years of experience at NewEdge Advisors and a total of ten years in the industry, including prior roles at Five-S Group, Community Coffee, and Shaw Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing both in-house manager selection and third-party model portfolios, supported by technology tools and centralized due diligence processes.

James Thom V is a financial advisor with Eagle Strategies (New York Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. He has worked with New York Life and its affiliates since 2002. In addition to his advisory role, he is a shareholder in NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Lyndon Wilbert is a Certified Financial Planner (CFP®) with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked with Dent Wealth Advisors and Porteous, Hainkel, and Johnson, LLP. His background also includes six years at Brec. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Lisa Vito is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. She holds Series 63 and Series 66 designations and has 30 years of industry experience. She has been with Eagle Strategies since 2011 and has worked at Nylife Securities Inc and New York Life Insurance Company since 2002. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Sotile Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 32 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of advising, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary, recommendation-based advisory relationships.

Brian Bennett is a financial advisor at Centaurus Financial, Inc. in Baton Rouge, LA, holding a Series 66 designation with 26 years of industry experience. He has been with Centaurus Financial since 2002 and also serves as president of Bennett's Bookkeeping, Inc., a bookkeeping, payroll processing, and tax preparation business he has operated since 1984. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

David Summers is a financial advisor at Eagle Strategies (NY Life) based in Baton Rouge, LA, with nine years of industry experience. His prior roles include positions at Dent Wealth Advisors and NYLIFE Securities LLC. Outside of his financial career, Summers is a church organist and choir director at St. Joseph Cathedral and teaches pipe organ lessons. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily offering non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.

James Risher is a CFP® professional with 30 years of industry experience, currently serving clients at Ameriprise in Baton Rouge, LA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create written recommendation reports, delivered through a centralized consulting team, while offering a broad range of advisory, brokerage, and insurance solutions.

Caroline Pellegrini is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions at JPMorgan Chase Bank and Amedisys, and completed her education at Louisiana State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Myres is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Cetera and its affiliated entities since 2022 and previously spent over eight years with Hancock Investment Services and Hancock/Whitney Bank. Outside of his advisory role, he has a partial ownership interest in farmland generating rental income. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors across various program structures and custodial relationships.

Donald Newton is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Baton Rouge. He provides comprehensive financial advice and wealth management services tailored to meet the complex needs of individuals, families, and businesses. His areas of focus include family wealth management strategies, legacy planning, portfolio management, retirement income, and services for endowments, foundations, and non-profits. Newton assists clients in making informed life decisions, aligning financial options with their goals, and facilitating tax-efficient wealth transfer. He also offers guidance on personal and corporate liquidity, financing, and cash management. Newton holds a Bachelor's degree in Economics and French from Hampden-Sydney College and a Master of Business Administration from Tulane University, where he also served as a graduate assistant football coach. Since beginning his career with Merrill Lynch Wealth Management in 1991, he has maintained a comprehensive approach that emphasizes listening to clients and developing strategies grounded in their overall life objectives. He is a Personal Investment Advisor (PIA) and is fluent in English and French. Outside of his professional work, Newton enjoys coaching, playing guitar, and canoeing. He is engaged in community service consistent with Merrill’s tradition of local involvement.

Chelsea Smith is a Wealth Management Advisor and partner with The David Robertson Smith Group at Merrill Lynch Wealth Management in Baton Rouge, Louisiana. She focuses on wealth management planning and investment management, designing and implementing personalized strategies to help individuals, families, and business owners pursue their financial goals. She provides services in areas including family wealth management, legacy and philanthropic planning, liquidity management, retirement income, tax minimization, and portfolio management. Chelsea holds a Bachelor's degree from the Louisiana State University System and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. She is an honorary member of the LSU Finance Academy. Prior to joining Merrill Lynch Wealth Management, she gained experience at UBS Financial Services and as an intern at Merrill. In addition to her professional work, Chelsea is involved in her community as a coach for Girls on the Run and a member of the Mary Bird Perkins Echo Alliance. She enjoys reading, traveling, and spending time with her family.

Stephen Miller is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Baton Rouge, LA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and municipal advisory services.