Tiffany Noto is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has held roles at multiple firms including Center Street Advisors, Inc. and Madison Avenue Securities, LLC. Outside of her advisory work, she serves as a Sunday school teacher at St. Paul's Episcopal Church and is treasurer for the Alliance for Good Government Organization in Metairie, LA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and maintaining a fiduciary standard when applicable.

Patricia Besselman Main is a CFP® with 21 years of industry experience, currently serving at The AmeriFlex Group and Cambridge Investment Research, Inc. She previously worked at OSAIC and Fsc Securities Corporation, Inc., and has operated Besselman & Associates for over two decades. Outside of advisory roles, she is president of Besselman & Associates, a firm providing insurance, benefits, and human resources services. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm provides a range of portfolio management and financial planning services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to implement tailored investment strategies.

Scott Sloan is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and 14 years of industry experience. He previously worked at Gulf Coast Bank & Trust, LPL Financial, and Hancock/Whitney Bank. Sloan is also involved in the sale of life and long-term care insurance through Gulf Coast Wealth Management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, deploying them through various managed accounts and third-party managers.

Wesley Bouler is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to advisory duties, he is a licensed insurance agent selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Kevin O'Brien is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 66 designation and has 19 years of industry experience. He previously worked at Edward Jones and has been associated with Acacia Financial Group and multiple Ameritas entities since 2010. Outside of his advisory role, O'Brien serves as treasurer on the board of the Rummel Alumni Association and is vice president of a local athletic and social club. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an investment committee and multiple third-party platforms.

Richard Villavaso is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a long-standing affiliation with Guardian Life Insurance Co. of America. Outside of his advisory work, he is president and sole owner of The Producers Group, Inc., a general agency of Guardian Life. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a broad retail client base through both brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs and financial planning solutions tailored to individual, charitable, and corporate clients.

Bradford Felger is a financial advisor with Stratos Wealth Partners, Ltd and holds the CFA® designation, along with Series 63 and Series 65 licenses. He has six years of industry experience, including roles at JPMorgan Securities and Ernst & Young. He also operates a CPA practice, Bradford M. Felger, CPA, LLC, providing tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies through a large network of investment adviser representatives.

John Desselle is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Simplicity Investments, Lincoln Financial Distributors, Allstate Insurance Co, and Voya Financial Advisors, Inc. He also provides financial education as a retirement consultant. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and monitoring to construct diversified portfolios, offering services through independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

William Vanlandingham is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at LPL Financial, Advisor Resource Council, Level Four Advisory Services, and Family Council Office. Vanlandingham serves on the board of Grace at the Greenlight, a nonprofit focused on connecting the local homeless population with family members. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary management with various portfolio strategies and advanced technology platforms.

Matthew Stennis is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has prior experience serving in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Megan Motes Cochran is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Commonwealth Financial Network for five years before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private assets.

Megan Davenport is a financial advisor with Eagle Strategies (NY Life) in Metairie, LA, holding a Series 66 designation and seven years of industry experience. She has worked with Eagle Strategies since 2019 and operates Davenport Wealth Strategies, focusing on New York Life products and brokering non-registered insurance offerings. Outside of her advisory role, she serves as a board member of the LSU National L Club, an organization supporting former varsity athletes and staff, and is active as a travel and lifestyle content creator and influencer. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice primarily on a non-discretionary basis, integrating advisory services with insurance and annuity products within the New York Life affiliate structure.

Raymond Daigle Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of his advisory role, he is involved as an owner and manager in several commercial real estate holding companies. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence and third-party platforms, and it sponsors proprietary investment vehicles as well as private funds.

Neal Adler is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds the PFS™ designation and has been affiliated with Ameritas since 2008. In addition to his advisory role, he is a licensed independent insurance agent and a CPA, providing tax, accounting, and consulting services through his firms Neal K Adler, CPA, LLC and Jacobson Adler LLC. Adler also serves as treasurer for the Rotary Club of Metairie. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing consulting.

Timothy Thomas is a financial advisor with Eagle Strategies (NY Life) based in Metairie, LA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Thomas has been a partner at Thomas Financial Group LLC and affiliated with New York Life Insurance Company since 2003. He serves as a board member of the New Orleans Estate Planning Council and provides consulting on best practices and compliance for New York Life agents. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable entities. The firm offers comprehensive financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Robert Bute is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked with Investors Capital Corp. and Ameriprise Advisor Services, Inc. In addition to his advisory role, Bute is a 50% owner of Destiny Insurance Agency and serves as an instructor providing financial education to the community. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs both firm- and third-party investment models and provides a range of portfolio management and financial planning services.

Edward Cole is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 19 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2016, following earlier roles at Capital One Financial Advisors. Stratos Wealth Partners serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Louis Bundy III is a financial advisor at TIAA-CREF with 15 years of industry experience. He has been with TIAA-CREF since 2014 and holds the Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, often using model portfolios or customized strategies under a fiduciary standard.

Christopher Montz is a financial advisor with First Command Advisory Services in Metairie, LA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to entering the financial advisory field, Montz served 33 years in the US Air Force and Louisiana Air National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios.

Clay Kearney is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Capital One Financial Advisors and LPL Financial. Outside of financial advising, he has entrepreneurial interests including ownership of a fishing camp and involvement in businesses such as smoothie sales, car wash operations, and convenience stores. 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 wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting, supported by a large network of investment adviser representatives.