Philbert Demarie III is a financial advisor at Eagle Strategies (NY Life) with over 37 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes ownership and advisory roles at Demarie Wealth Strategies Group, DeMarie & Timmerman, LLC, and P.J. DeMarie III & Associates Inc, along with longstanding affiliations with New York Life and Nylife Securities. He serves as a board member for Land Trust for Louisiana, a nonprofit land conservation organization. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored solutions delivered through multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Vidrine is a financial advisor with Hightower Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Brian Low Financial Group, LLC and Diversified Investment Strategies. Hightower Advisors serves a diverse client base including individuals and institutions such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Jennifer Craddock is a CFP® professional with six years of industry experience, currently serving at Principal Financial Services. Her work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Kropog Financial Group, and LPL Financial LLC. She is active in community organizations, including serving as local chapter secretary for La Societe de Femmes and as Membership Director for the Louisiana chapter of Women in Manufacturing. 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. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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.

Larry Ward is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles within affiliated Ameritas entities since 1989. In addition to his advisory work, he serves as president of Advantage Network, Inc., where he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial and execution platforms, supporting advisory relationships on both discretionary and non-discretionary bases.

James Dombrowski is a CFP®-certified financial advisor with 26 years of industry experience, currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He is also a trustee for siblings, a role involving investment responsibilities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a range of strategies that include mutual funds, ETFs, separately managed accounts, and custom portfolios.

Henry Adams Jr. is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Frontier Investment Management Co for 12 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Nicholas Rohde is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience and holds a Series 65 designation. He has worked at AE Wealth Management since 2019 and previously held roles at J.W. Cole Advisors, Global Financial Private Capital, and Gregory Ricks & Associates. Outside of advising, he was involved in photography through Rohde Photography, LLC and has experience with insurance 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 discretionary model portfolios using various investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Leroy Simpson III is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Before joining Hornor, Townsend & Kent in 2025, he worked at Consortium Private Wealth, LLC and held teaching roles at multiple universities including the University of Arizona Global Campus, Bellevue University, and Maryville University. He serves as board vice president for Northshore Robotics, an organization providing STEM and art education for children, and is vice president of business for Men of St. Tammany, a social-business group collaborating on financial advising services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment adviser and broker-dealer, providing custody, execution, and brokerage services alongside its investment advice.

Allen Catalanotto is a financial advisor at Benjamin F. Edwards & Company, Inc. with 51 years of industry experience. He has been with Benjamin F. Edwards since 2013 and previously worked at Wells Fargo Clearing for five years. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of strategies managed internally and by third-party managers.

Jennifer Taranto is a ChFC® professional with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2017, and prior to that, she was involved with Plexus Worldwide and Absolute Pressure Washing, LLC. Taranto is the president of Professional Women of St. Tammany, an organization that supports women through networking, education, and scholarships. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm operates within the New York Life affiliate network and emphasizes tailored recommendations for clients and plan sponsors.

Wayne Schmidt is a financial advisor with Ameritas Advisory Services, LLC, holding 39 years of industry experience. He has held roles at various firms including Ameritas Investment Company, LLC and Capital Management Group LLC, where he serves as managing partner. Schmidt is also licensed as an independent insurance agent and is involved in multiple business ventures related to insurance and investment services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Charlotte Guinot is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. Her prior work includes roles at Cetera Advisor Networks, Palm Village Mandeville, and NBCUniversal. She serves as a board member of The University of Southern Mississippi Alumni Association and has founded Finfluence, a brand coaching business helping financial advisors with social media, website design, and brand storytelling. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a model-based investment approach combining strategic asset allocation and multi-manager portfolios with both passive and active exposures.

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.

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 at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both discretionary and non-discretionary strategies managed by internal and third-party managers.

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.