Kellie Bass is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Ellis Insurance & Financial Group and NYLife Securities since 2006. She is also a notary public, providing notary services to clients without charge to assist with financial documents such as spousal consents on 401(k) rollovers. Eagle Strategies serves a diverse client base including individuals and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Corey Luckett is a CFP® certificant affiliated with CWM, LLC, bringing 17 years of industry experience. He has a background working with Luckets Wealth Management and The Shobe Financial Group and currently serves as a wealth advisor within several CWM-affiliated entities. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house committee and provides a range of services such as portfolio management, financial planning, and retirement plan solutions.

Amy Centanni is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 2012 to 2025. Outside of her advisory role, she is involved in managing Beacon Balanced Wealth, a DBA focused on financial planning and investment management, where she serves as owner and financial planner. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers services such as investment management, financial planning, retirement consulting, and third-party manager oversight through multiple program models.

Casey Clark is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in Baton Rouge, Louisiana, with one year of industry experience. Prior to joining the firm, Clark worked in various roles including at Hollywood Casino and the Baptist Association of Greater Baton Rouge. Outside of advisory services, Clark is also appointed as an insurance agent with Bankers Life and Casualty Company, selling Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jude Guerin is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. He previously worked for Apple Guerin Company for 15 years before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities such as sovereign wealth funds.

Latisha Blanchard is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 18 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2014 and previously worked at Merrill from 2008 to 2014. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, providing a broad range of services from institutional solutions to specialized executive planning.

Cherie Laiche is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at Kestra Advisory since 2020 and previously held roles at Avantax Investment Services and Kolder, Champagne, Slaven & Company, among others. Laiche serves as Chairperson of the St. Mary Parish Library Board of Control and holds leadership positions within Rotary organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, supporting both discretionary and non-discretionary advisory engagements.

Donald Whittington is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Iron Horse Financial. Prior to entering financial services, he worked at ExxonMobil for 16 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

David Mills is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2002 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Robert Apple is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 65 designation and previously worked for Apple Guerin Company LLC from 2011 to 2025. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and uses multiple management platforms and third-party solutions within a supervisory framework.

Alyssa Dubnansky is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. She previously worked at LPL Financial and Commonwealth Financial Network before joining Valic Financial Advisors in 2026. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

Shawna Goodly is a financial advisor at CWM, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Fidelity Brokerage Services, and Shobe & Associates. She also sells life, disability, annuities, and long-term care insurance as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and uses model portfolios governed by an in-house Investment Committee.

Jason Windham is a CFP® and ChFC® credentialed advisor with 28 years of industry experience. He is currently a wealth advisor at CWM, LLC, where he has been since 2023. His prior work includes long-term roles at Raymond James Financial Services, Inc. and managing operations for Financial Benefits, Inc. Windham serves as a committee member for the Country Club of Louisiana, contributing to finance and long-range planning. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm employs a discretionary portfolio management approach using model portfolios and offers a broad range of services, including financial planning and retirement-plan solutions.

Charles Bombet II is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. He holds the CFP® designation and has 36 years of industry experience. He has been associated with New York Life Insurance Company since 1988 and operates The Bombet Company LLC, focusing on insurance brokering. Outside of advisory activities, he is a member of an LLC that owns a personal aircraft and supports the Seth Abraham Bombet Osteosarcoma Research Fund. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephanie Henderson is a financial advisor with CWM, LLC, holding a Series 65 credential and beginning her career in 2025. Prior to joining CWM, she worked at Olivier Group and held various roles including positions with Louisiana Economic Development and the Teachers' Retirement System of Louisiana. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Chad Olivier is a CFP® with 30 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. His prior experience includes roles at LPL Financial and Cetera Wealth Services. Outside of his advisory work, he is president and author at The Olivier Group, LLC, where he offers financial services and authors books, and he serves as a board member for the nonprofit Friends of MAC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios governed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Walker Johnson is a financial advisor at Guardian Life with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Western and Southern Insurance Company. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Callen Schramm is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Baton Rouge, LA, and has 28 years of industry experience. He has worked at Stratos and LPL Financial since 2014 and spent 15 years at Merrill prior to that. Outside of advisory work, he is involved in a family business related to residential lot development for home construction. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with proprietary and third-party strategies.

Norman Dubuisson is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and 21 years of industry experience. He has been with Valic Financial Advisors since 2010 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Gordon Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 50 years of industry experience. Ellis has worked with NY Life Insurance Company since 1969 and operates Ellis Insurance & Financial Group. He serves as president of the One Oak Square Office Park & Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.