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.

Barwick Barfield Jr. is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. He has been with TLG Advisors and The Leaders Group Inc. since 2007. In addition to his advisory role, he is an independent insurance agent based in Baton Rouge, LA. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer program called Starlight Portfolios.

Lisa Scrantz is a Series 66 licensed advisor with 31 years of industry experience, currently serving at Centaurus Financial, Inc. since 2002. She also owns and manages Bennett & Bennett Associates, Inc., which provides tax preparation, consulting, and accounting services. Additionally, she is involved in ranching through Scrantz Cattle Ranch/Farm, focusing on beef cattle sales and management. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management, and retirement-plan consulting using a variety of analytical approaches and both discretionary and non-discretionary arrangements.

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.

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.

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.

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.

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.

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.

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.

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.

Dennis Giroir II is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1999 and is also involved with Agia and M Giroir Holdings. Outside of his advisory work, he serves on the finance committee for the National TEC Conference and is a member of the Pastoral Council at Most Blessed Sacrament Catholic Church. 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 offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors nationwide.

David Mills Jr. is a Series 66 licensed financial advisor with Valic Financial Advisors, based in Baton Rouge, LA. He has two years of industry experience and concurrently serves as an agent for non-securities insurance products with AGIA. His background includes roles with the Louisiana State Police and educational positions at LSU and Catholic High School and Middle School. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and providing various overlay options for clients.

Daniel Dardeau is a financial advisor at Valic Financial Advisors in Baton Rouge, LA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC and Primerica Financial Services. Outside of his advisory work, he owns a graphic design business, Oak and Ash LLC. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Stephen Gaubert is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent with Agia, focusing on 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 offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.

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.

Landon Collins is a CFP® professional with eight years of experience in financial advising. He is currently with CWM, LLC, where he also serves as a wealth advisor at the Olivier Group. Prior to this, he spent six years at Edward Jones. In addition to his advisory roles, he is licensed to sell fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a partner network of over 600 advisors. The firm uses discretionary management based on model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.