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.

Cassidy Russo is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has previously been affiliated with Russo Financial Group LLC and has worked with Nylife Securities LLC and New York Life Insurance Company for 15 years. Russo is a board member of the Mallard Crossing Homeowners Association, where she participates in decision-making for neighborhood improvements. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory program types and focuses on tailored recommendations, managing the majority of its assets on a non-discretionary basis.

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.

Michael Conroy is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience and has previously been associated with Park Avenue Securities and Shell Chemical LP. Outside of his advisory role, he is involved with Iron Sights Gun Company LLC and ISGC Patch Club LLC, both non-investment related businesses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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.

Jeffrey Hammack is a Series 65 licensed advisor with NewEdge Advisors. He has four years of experience at NewEdge Advisors and a total of ten years in the industry, including prior roles at Five-S Group, Community Coffee, and Shaw Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing both in-house manager selection and third-party model portfolios, supported by technology tools and centralized due diligence processes.

William Gallegos is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Valic Financial Advisors since 2012 and also has experience with Stratford Fidelity and Agia. Outside of his advisory role, he is involved as an agent offering 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, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive network of advisors.

James Thom V is a financial advisor with Eagle Strategies (New York Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. He has worked with New York Life and its affiliates since 2002. In addition to his advisory role, he is a shareholder in NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Owens is a financial advisor with Primerica Advisors based in Baton Rouge, LA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Guardian Life Insurance Company and Park Avenue Securities, as well as Cetera Advisors LLC. Outside of his advisory work, Owens is involved with Star Service Inc. of Baton Rouge, a business he has been associated with since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs, financial planning, retirement-plan consulting, and business consulting.

Travis St Pierre is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 28 years of industry experience. He has been affiliated with Guardian Life since 2006 and joined Park Avenue Securities in 2022. Outside of his advisory role, he conducts training for law enforcement agencies as an instructor trainer for AXON, formerly Taser International. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients using a combination of proprietary and third-party investment programs.

Ellen Alderman is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with Guardian Life since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Mitchell Tabor is a Series 66 licensed financial advisor with Valic Financial Advisors in Baton Rouge, LA, bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2008 and is also associated with Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. 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 discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

Andrew Seabough is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Hibernia Wealth Management, Ameriprise Financial Services, and Hancock Whitney. Outside of advising, he owns ARS Photography and is involved with Whitney Mixon Wellness. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting through a large network of advisors. The firm utilizes a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary accounts across multiple custodians.

Christian Frey is a Series 65-licensed advisor at Kestra Advisory with one year of industry experience. He has been with Kestra since 2018 and previously worked at Beau Chene Condos from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers a variety of services including fiduciary consulting, plan design, and employee education while utilizing multiple management platforms and third-party solutions.