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.

Shawna Goodly is a financial advisor at CWM, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Fidelity Brokerage Services, and Shobe & Associates. She also sells life, disability, annuities, and long-term care insurance as an insurance agent. 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, retirement-plan services, and uses model portfolios governed by an in-house Investment Committee.

Jason Windham is a CFP® and ChFC® credentialed advisor with 28 years of industry experience. He is currently a wealth advisor at CWM, LLC, where he has been since 2023. His prior work includes long-term roles at Raymond James Financial Services, Inc. and managing operations for Financial Benefits, Inc. Windham serves as a committee member for the Country Club of Louisiana, contributing to finance and long-range planning. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm employs a discretionary portfolio management approach using model portfolios and offers a broad range of services, including financial planning and retirement-plan solutions.

Charles Bombet II is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. He holds the CFP® designation and has 36 years of industry experience. He has been associated with New York Life Insurance Company since 1988 and operates The Bombet Company LLC, focusing on insurance brokering. Outside of advisory activities, he is a member of an LLC that owns a personal aircraft and supports the Seth Abraham Bombet Osteosarcoma Research Fund. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Walker Johnson is a financial advisor at Guardian Life with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Western and Southern Insurance Company. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.

Gordon Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 50 years of industry experience. Ellis has worked with NY Life Insurance Company since 1969 and operates Ellis Insurance & Financial Group. He serves as president of the One Oak Square Office Park & Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

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.

Craig Kliebert is a CFP® with 20 years of experience in financial advising, currently serving as a wealth advisor at CWM, LLC. Prior to joining CWM in 2023, he spent 18 years with Raymond James Financial Services and The Shobe Financial Group. He is active in his community as a board member of the University of Southern Mississippi Alumni Association and as an assistant scout master for a local Boy Scouts troop. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to support its clients.

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.

Erin Sibley is a CFP® professional with 15 years of experience currently serving as a wealth advisor at CWM, LLC in Baton Rouge, LA. Her prior experience includes roles at Raymond James Financial Services, Inc., and Shobe & Associates, Inc. Outside of financial advising, she maintains an interest in entrepreneurship through her involvement with Sweet Elizabeth Cake Designs, LLC, where she handles bookkeeping and payroll. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services using discretionary model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with customized solutions.

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.