Jake Peltier is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including NYLIFE Securities and MDRN Capital, LLC. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. 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 emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and serving over 127,000 clients through a platform-focused approach.

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.

Hailey Melerine is a Series 65-licensed advisor with AE Wealth Management, LLC, bringing one year of industry experience. Her prior roles include positions at Gregory Ricks & Associates Inc. and Riverlands Insurance, and she has experience working at the University of New Orleans and Coconut Beach Volleyball Complex. 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 uses discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Maria Kyriakides is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 63 and Series 66 designations and has seven years of industry experience. Her prior work includes roles at Agia, Valic Financial Advisors, Bank of America, Merrill, and Olympic Insurance Underwriters Inc. Kyriakides is also active as an independent insurance agent, selling life, health, and disability insurance, as well as property and casualty insurance. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as 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, delivering advice primarily through non-discretionary, recommendation-based relationships.

Kathleen Davenport is a financial advisor with Eagle Strategies (New York Life) based in Metairie, LA, holding Series 63 and Series 65 licenses. She has 40 years of industry experience and has worked with New York Life Insurance Co. and Nylife Securities Inc. since the mid-1980s. She also serves as a director of a local volleyball team and volunteers as an ambassador for Mt. Carmel Academy, a Catholic girls’ high school in New Orleans. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

Kenneth Trahan is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based programs and maintains a dual registration as an SEC-registered investment adviser and broker-dealer.

Olivia Helmers is a financial advisor with Eagle Strategies (New York Life) based in Metairie, LA. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her work history includes roles at Thomas Financial Group, LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Marcos Medina is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His previous roles include positions at JPMorgan Chase Bank, JPMorgan Securities, and Raymond James and Associates. He is also the owner of Tortuga Management Group LLC, a dormant real estate holding company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside a suite of retirement plan services.

Frederic Newburger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Benjamin F. Edwards since 2016. Outside of his advisory role, he serves on the board of the Azalea Club and is a member of the Mardi Gras Club in Metairie, LA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, and institutions through fee-based wrap programs, financial planning, and investment management. The firm offers a range of strategies managed internally and by third-party managers, supported by a comprehensive trading and custody infrastructure.

Alexander Villavaso is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Park Avenue Securities and has previously worked with Guardian Life Insurance Company and The Producers Group, Inc. Outside of his advisory role, Villavaso is involved in fixed insurance and disability insurance products. Park Avenue Securities serves a diverse retail client base, including individual investors, high-net-worth clients, and charitable organizations. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Michele Guerin is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in River Ridge, LA, bringing 40 years of industry experience. She has worked with New York Life Insurance Company and its affiliate Nylife Securities Inc. since the mid-1980s. In addition to her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

John Worrel Jr. is a financial advisor at Ameritas Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas Advisory Services since 2021. His prior experience includes roles at Principal Financial Services and operating his own firm, John Worrel Financial Sales & Services LLC, where he focuses on the sales and service of fixed life insurance and annuities. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity subaccounts, with portfolio construction supported by an Investment Committee and third-party partners.

Edward Plemons is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He previously worked for Best Buy for 15 years. Outside of his advisory role, he is also an independent insurance agent selling fixed insurance products and works as a contract driver delivering ambulances. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting through a variety of program structures, emphasizing recommendation-based, non-discretionary relationships.

Brandon Goll is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary program structures.

Dexton Thibodeaux is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Jubans and J Alexandera. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion across more than 127,000 clients, utilizing model portfolio and direct asset management programs with a focus on standardized model and platform services.

John Hooper III is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. His prior experience includes roles as an independent life insurance broker and with State Farm. Outside of his advisory role, he is involved in selling engagement rings through a local platform and serves as an assistant 8th grade football coach as well as a member of the Holy Cross High School Alumni Board. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs, utilizing both in-house and third-party model portfolios.

Tonielle Greenlee is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Tonielle has been with Voya Financial since 2014 and has also worked as an independent consultant selling and demonstrating kitchen products for Pampered Chef since 2008. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm delivers advice primarily through recommendation-based, non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Casey Stanley is a Series 65-registered financial advisor with VOYA Financial Advisors, Inc., based in Metairie, LA. He has 19 years of industry experience and has been with VOYA since 2015. Outside of advising, he is an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory programs and multiple affiliated offerings.

Colin Berthaut is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at LPL Financial, Securities America, Investacorp, and Highland Capital Brokerage. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm employs a combination of individualized asset allocation and active monitoring with both proprietary and third-party strategies, supporting a range of discretionary and non-discretionary management approaches.