Ann Colvin is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning. She previously worked at JPMorgan Securities Inc. and JPMorgan Chase Bank NA, where she spent 16 years in various roles. 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 focused on low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Chad Castrinos is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Advisor Resource Council. He is also the owner of Castrinos Financial, a wealth planning business unrelated to investment advisory. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan and pension consulting services.

Lance Malter is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He previously worked at Deloitte & Touche, LLP for four years and has consulting experience in disaster recovery as an independent contractor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, employing discretionary model portfolios and multiple investment strategies to serve individuals, corporations, trusts, and ERISA plan sponsors.

Walter Bond is a CFP® with 27 years of industry experience, currently with Beacon Pointe Advisors, LLC. He has worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Bond is also a licensed insurance agent with Beacon Pointe Insurance Services and a part owner of a real estate holding company. Beacon Pointe Advisors, LLC serves a broad client base including individuals, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions. The firm combines asset-allocation modeling with third-party independent managers across public and private asset classes and acts as general partner for proprietary private funds.

Gregory Ricks is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in marketing through Down South Strategies, Inc. and is the author of a book available on Amazon, with all revenue directed to AE Wealth Management. 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, employing fundamental, technical, and cyclical analysis within a platform-focused approach that serves over 127,000 clients.

Andrew Stall is a financial advisor with Stratos Wealth Partners, Ltd. in Metairie, LA, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2014 and previously worked at Capital One Financial Advisors. Outside of advisory work, Stall is involved in thoroughbred horse racing as an owner. Stratos Wealth Partners, Ltd. 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, offering services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Daniel Misse is a financial advisor with Private Advisor Group, LLC in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and VOYA Financial. Outside of advisory work, he is the owner of a sporting goods business, BIGICE LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Randal Coker is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera Investment Services, Edward Jones, and Computershare. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Mollie Taylor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior work history includes roles at CBD Wealth Management, Commonwealth Financial Network, and Capital One Investment Services. She is also a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Robert Steinfeld is a CFP® and ChFC® with 22 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. since 2017. His prior positions include roles at LPL Financial, Mass Mutual Investors Services, and Metlife Securities, Inc. He is based in Metairie, LA. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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 institutions, using an open-architecture model that integrates multiple third-party platforms and emphasizes both discretionary and non-discretionary portfolio management.

Miriam Favor is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and has prior experience at Council Family Office, LPL Financial, Ameritas Life Insurance Company, MassMutual Life Insurance Co, and MML Investors Services. Miriam is also licensed as an attorney. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model combined with discretionary and non-discretionary portfolio management supported by multiple analytical techniques and technology platforms.

William Walter is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at several firms, including LPL Financial, First Horizon Advisors, JPMorgan Chase Bank, Morgan Stanley, UBS Financial Services, and BSG Financial Services. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implementing portfolios with low-cost ETFs, index funds, separate account managers, and private funds, alongside specialized planning and consulting services.

Samuel Wickline is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Creative Planning, where he has worked since 2025. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2015 to 2025. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Roy Spinks Jr. Jr. is a financial advisor at Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2015 and held roles at Capital One Advisors and Capital One Financial Advisors from 2009 to 2015. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an independent adviser model that provides customized portfolio management and integrates multiple third-party platforms and managers.

John Borden is a CFP® with 13 years of industry experience currently associated with Independent Advisor Alliance, LLC. His prior experience includes roles at Council Family Office, LPL Financial, Advisor Resource Council, and several insurance and financial services firms. He also operates Borden Financial LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, employing discretionary and non-discretionary management strategies with access to various analytical and technology platforms.

Frederick Korndorffer IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years at the firm and two years of industry experience. Prior to joining Benjamin F. Edwards, he worked for the Louisiana Workforce Commission for 17 years. He holds the Series 66 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Robert Comeaux Jr. is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Beacon Pointe Advisors and Beacon Pointe Insurance Services since 2020, and previously at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside his advisory role, he is a licensed insurance agent and owner of private equity and real estate holding companies, as well as joint owner of hunting land. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes, and offers proprietary private funds and interval fund advisory services.

Ronald Rodriguez is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at AGIA and Valic Financial Advisors, as well as roles at Elaine P. Nunez Community College and Louisiana State University Health Sciences Center. Outside of advising, he works as an independent insurance agent specializing in fixed insurance products and serves as a consultant reviewing lease agreements for private landlords and tenants involving commercial properties. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage client portfolios through both discretionary and non-discretionary arrangements.

Michael Zabalaoui is a CFP®, PFS™, and Series 63 licensed financial advisor at Creative Planning with 14 years of industry experience. He worked at Resource Management, Inc. for 37 years before joining Creative Planning in 2021. Zabalaoui is based in Metairie, LA. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His background includes roles at Regions Institutional Trust, Southern Medical Association Services Inc., and Netchex. He is also a licensed independent insurance agent involved in managing life and disability insurance products and benefits administration. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using a variety of model portfolios, mutual funds, ETFs, and individual securities.