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 Guardian Life, where he has worked since 1998, accumulating 36 years of industry experience. He is also president and sole owner of The Producers Group, Inc., a general agency of Guardian Life Insurance Company of America. Villavaso serves as trustee for several family irrevocable trusts and holds a minority interest in a restaurant in Austin, Texas. Guardian Life operates Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Bradford Felger is a CFA® charterholder and CPA with six years of industry experience. He is currently an advisor at Stratos Wealth Partners, Ltd. and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ernst & Young, and LPL Financial LLC. Felger also operates Bradford M. Felger, CPA, LLC, which provides tax preparation and accounting services. 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 investment management and financial planning through an open-architecture platform that integrates multiple third-party managers.

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 25 years of industry experience. His previous roles include positions at Family Council Office, Advisor Resource Council, LPL Financial, J.P. Morgan Securities, and Chase Investment Services Corp. He serves on the board of Grace at the Greenlight, a nonprofit focused on community outreach to the local homeless population. 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 portfolio management alongside technology platforms and a network model of independent advisory representatives.

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 Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Metairie, LA. He has 19 years of industry experience, including roles at Capital One Advisors and LPL Financial. Cole's career includes a continuous tenure with Stratos Wealth Partners since 2016. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an IAR-driven, open-architecture approach integrating multiple third-party platforms and managers.

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 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he served 33 years in the US Air Force and Louisiana Air National Guard. First Command Advisory Services is an SEC-registered investment adviser that serves 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 managed by a centralized Investment Management Team.

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, Louisiana, 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 a member and owner of Property Solutions Plus, LLC, and works as an independent insurance agent specializing in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, with a majority of assets managed on a non-discretionary basis.

Patrick Dugan is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities, Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He is based in New Orleans, LA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and customized indexing strategies.