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 with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Voya in 2017, he worked at Best Buy for 15 years. Outside of his advisory work, he is an independent insurance agent and also performs ambulance delivery services. Voya Financial Advisors, Inc. serves a diverse client base that includes individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of advisory services such as financial planning, portfolio management, and plan-sponsor consulting through both discretionary and recommendation-based programs.

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 with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. His prior firms include LPL Financial, Securities America, Inc., Investacorp, Inc., and Highland Capital Brokerage. 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 diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture approach with access to multiple third-party platforms and customized portfolio management.

Ulysses Barnes is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment strategies, financial planning, and lending solutions. The firm manages approximately $15 billion in regulatory assets under management and supports both discretionary and non-discretionary account management.

Benjamin Hess is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2020 and previously was associated with CBD Wealth Management LLC and Cajun Industries. Hess also has involvement with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies, using asset-allocation modeling and third-party independent managers, and offers proprietary private funds and interval fund advisory services.

Robert Whitman Jr. is a financial advisor with Independent Financial Group, LLC, holding over 44 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. In addition to his advisory work, he has served as a mentor and coordinator for career outreach programs at Archbishop Rummel High School for more than four decades and is the board president of Youth Rebuilding New Orleans Inc. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional investors. The firm utilizes a mix of passive and active investment strategies implemented through firm- and third-party models, focusing on strategic asset allocation and ongoing portfolio management.