Donald Schmitt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Northwestern Mutual in various capacities for over a decade before joining Hornor, Townsend & Kent in 2019. In addition to his advisory role, Schmitt owns an exterior cleaning business and is involved in several insurance agencies focusing on multiline and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options with a mix of third-party asset manager relationships, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Jp Caswell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with both firms since 2013. Caswell is also the owner of The Physician's Guild, LLC, a business focused on connecting student loan debt with potential grant opportunities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with services including brokerage, financial planning, and retirement consulting, utilizing a combination of proprietary and third-party investment advisory programs.

Josh Yankowsky is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Valic Financial Advisors since 2006 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christine Smith is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked with Presley Wealth Management and Eqis Capital Management. In addition to her advisory role, Smith owns and operates The Presley Group, an insurance agency specializing in life insurance and annuities. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, nonprofits, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party models with advisor-managed strategies.

Tyler Smith is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to joining CWM, he worked at The Olivier Group and has held roles outside the financial sector, including positions at Super Clean and the Country Club of Louisiana. He also has a background in education, having been employed at University Laboratory School and Louisiana State University. 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 manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Virginia Hailar is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Agia and the Breaux & Hornstein Law Firm. She is also an insurance agent with Agia, 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-developed UMA models for portfolio construction.

Thomas Taylor is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has served as an agent for Agia, handling non-securities insurance products, and is a Platoon Leader in the Army National Guard. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of investment advisor representatives. The firm operates at scale with extensive use of centralized technology and model solutions.

Kaley Ford is a financial advisor at Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses. She began her advisory career in 2025 after working in various roles at Blue Cross and Blue Shield of Mississippi, Juvo Technologies, and Belk Department Stores. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement plan participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and employs centralized technology and model solutions at scale.

Nicholas Grove is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and 16 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent with Agia, where he is involved in 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-developed UMA models for portfolio construction.

Mindy Lewis is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at Valic Financial Advisors since 2006 and also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and leverages centralized technology and model solutions.

Jacqueline Walls is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and La Capitol FCU, and held a long-term position at Enterprise Holdings Inc. prior to her advisory career. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Amy Hall is a financial advisor at CWM, LLC, holding a Series 65 designation with one year of industry experience. She previously worked at the Olivier Group and spent thirteen years at the Department of Corrections Credit Union. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing retirement-plan services and fiduciary processes.

Lyndon Wilbert is a Certified Financial Planner (CFP®) with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked with Dent Wealth Advisors and Porteous, Hainkel, and Johnson, LLP. His background also includes six years at Brec. 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 and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Lisa Vito is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. She holds Series 63 and Series 66 designations and has 30 years of industry experience. She has been with Eagle Strategies since 2011 and has worked at Nylife Securities Inc and New York Life Insurance Company since 2002. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Srikrupa Murali is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 63 designation and possessing 14 years of industry experience. Her prior roles include positions at Agia, GWFS Equities, Cetera Investment Services, and Regions Bank. She is also an agent involved in 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 UMA models for portfolio construction and management.

Michael Sotile Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 32 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of advising, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary, recommendation-based advisory relationships.

Benjamin Johnson is a financial advisor with CWM, LLC in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has two years of industry experience and has held roles at Cetera Wealth Services, The Olivier Group, and other organizations. Outside of his advisory work, he serves as an operations analyst for The Olivier Group, LLC, providing operational support to clients and coworkers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, utilizing model portfolios and a combination of fundamental and technical analysis.

Joseph Falgoust is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Lincoln Financial Advisors Corporation for 14 years. Outside of advising, he is involved in disability insurance sales and manages a small real estate investment entity. Osaic Advisory Services, LLC is an SEC-registered adviser serving a broad client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of investment and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Gavin Landry is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Southland Wealth Strategies LLC. Outside of advisory work, Landry is a certified personal trainer and trains youth athletes; he is also a marathon runner affiliated with several athletic brands. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Heather Schramm is a financial advisor with Stratos Wealth Partners, Ltd in Baton Rouge, LA, holding a Series 66 designation and 25 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2014 and previously was with Merrill from 2002 to 2014. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies and provides a range of services from institutional solutions to specialized executive planning.