Clay Kearney is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015 and previously worked at various Capital One advisory entities from 2003 to 2015. Outside of his advisory role, he is involved in several business ventures including operating a fishing camp and managing car wash and convenience store sales. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open architecture model that integrates multiple third-party platforms and managers.

Jake Peltier is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including MDRN Capital, Eagle Strategies, and New York Life. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation of insurance recommendations. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical approaches and manages approximately $49.8 billion across more than 127,000 clients.

Shirl Darce is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Voya Financial Advisors since 2016. Outside of her advisory role, she is involved as a member and owner of Property Solutions Plus, LLC, and works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver a mix of discretionary and non-discretionary investment solutions.

Hailey Melerine is a Series 65-licensed advisor with AE Wealth Management, LLC, bringing one year of industry experience. Her prior roles include positions at Gregory Ricks & Associates Inc. and Riverlands Insurance, and she has experience working at the University of New Orleans and Coconut Beach Volleyball Complex. 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 uses discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Maria Kyriakides is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Bank of America, Merrill, and Olympic Insurance Underwriters Inc. She is also an independent insurance agent selling life, health, and disability insurance. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver a range of investment programs, primarily managed on a non-discretionary basis.

Kenneth Trahan is a financial advisor at VOYA Financial Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. In addition to his advisory role, he is an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and external strategists, and technology-enabled tools to deliver services primarily through non-discretionary client relationships.

Olivia Helmers is a financial advisor with Eagle Strategies (NY Life) based in Metairie, LA. She holds Series 63 and Series 65 registrations and has five years of industry experience. Her prior roles include positions at New York Life Insurance Company and Nylife Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Marcos Medina is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His previous roles include positions at JPMorgan Chase Bank, JPMorgan Securities, and Raymond James and Associates. He is also the owner of Tortuga Management Group LLC, a dormant real estate holding company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside a suite of retirement plan services.

Frederic Newburger is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior firms include Raymond James Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is a board member of the Azalea Club and participates in the Mardi Gras Club. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services including wrap-fee advisory programs, financial planning, and investment management utilizing proprietary and third-party strategies.

Alexander Villavaso is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Park Avenue Securities and has previously worked with Guardian Life Insurance Company and The Producers Group, Inc. Outside of his advisory role, Villavaso is involved in fixed insurance and disability insurance products. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, and charitable organizations. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Michele Guerin is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in River Ridge, LA, bringing 40 years of industry experience. She has worked with New York Life Insurance Company and its affiliate Nylife Securities Inc. since the mid-1980s. In addition to her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

John Worrel Jr. is a financial advisor at Ameritas Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameritas Advisory Services since 2021. His prior experience includes roles at Principal Financial Services and ownership of John Worrel Financial Sales & Services LLC, where he focuses on fixed life insurance and annuities. Ameritas Advisory Services serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides investment advisory and financial planning services using a range of portfolios and products, supported by a mutual holding company structure with affiliated broker-dealer and insurance entities.

Edward Plemons is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 registrations and nine years of industry experience. Prior to joining Voya Financial Advisors in 2017, he worked for Best Buy for 15 years. Outside of his advisory role, he works as a contract driver delivering ambulances. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan services to individuals, corporate clients, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver a range of investment solutions, including both discretionary and non-discretionary account management.

Brandon Goll is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Banc One Securities Corporation. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products and is a member of WGR, LLC, a company providing temporary rental fences. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to provide client-centered investment solutions, operating in both non-discretionary and discretionary capacities.

Dexton Thibodeaux is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Jubans and J Alexandera. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion across more than 127,000 clients, utilizing model portfolio and direct asset management programs with a focus on standardized model and platform services.

John Hooper III is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. His prior experience includes roles as an independent life insurance broker and with State Farm. Outside of his advisory role, he is involved in selling engagement rings through a local platform and serves as an assistant 8th grade football coach as well as a member of the Holy Cross High School Alumni Board. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs, utilizing both in-house and third-party model portfolios.

Tonielle Greenlee is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Voya Financial since 2014 and has maintained a long-term role as an independent consultant for Pampered Chef since 2008. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a broad network of advisers. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management services.

Casey Stanley is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at Voya since 2015. Outside of advising, he is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a comprehensive range of financial planning and portfolio management services. The firm combines in-house and external strategies with technology-driven tools to offer primarily non-discretionary advisory solutions alongside selective discretionary management.

Ulysses Barnes is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment strategies, financial planning, and lending solutions. The firm manages approximately $15 billion in regulatory assets under management and supports both discretionary and non-discretionary account management.

Benjamin Hess is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2020 and previously was associated with CBD Wealth Management LLC and Cajun Industries. Hess also has involvement with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies, using asset-allocation modeling and third-party independent managers, and offers proprietary private funds and interval fund advisory services.