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.

Luke Trosclair is a CFP® professional with 20 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC since 2021. He is also the founder and president of Trosclair Wealth Management, LLC, which he created to grow his practice. His prior roles include work at Wealth Solutions, LLC and The Pension Center, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. 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 custodial platforms.

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.

Sean Harris is a financial advisor with Empower Advisory Group in Gonzales, Louisiana, holding Series 63 and Series 65 licenses and six years of industry experience. His professional background includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as earlier work in telecommunications and academia. Outside of his advisory role, he works as an attorney/paralegal reviewer, focusing on document analysis and legal research. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach while serving a large participant base relative to its advisor headcount.

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.