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.

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.

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.

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.

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.

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.

Rushton Barrosse Sr. is a financial advisor with Centaurus Financial, Inc. in Mandeville, LA, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has been with Centaurus Financial since 1995. Outside of his advisory role, he participates in insurance-related businesses, including serving as a director and officer at South Shore Insurance Group, Inc., where he is involved in selling and servicing fixed, life, disability, and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of platforms and employs both discretionary and non-discretionary investment approaches.

Richard Dennie III is a financial advisor with Eagle Strategies (NY Life) in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with New York Life Insurance Company since 2001 and has operated Dennie Financial Solutions, LLC since 2015. Outside of advisory work, he serves as a board member for the St. Tammany Chamber, assisting local businesses in the parish. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.