Eric Sorenson is a financial advisor at Stokes Family Office LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera, Hancock Whitney Bank, and Chase Investment Services Corp. Outside of his advisory work, Sorenson is the president and owner of Frontier Entertainment LLC, a literary arts company through which he has written a book. Stokes Family Office serves high-net-worth individuals, families, senior executives, closely held business owners, trusts, estates, and retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm uses a long-term, asset-allocation driven investment approach with customized portfolios that may include mutual funds, ETFs, options, and private placements, managing approximately $3.35 billion in discretionary assets.

Rachael Richard is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Stokes Family Office LLC, where she has worked since 2019, including prior roles at Stokes Asset Management and JPMorgan entities. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans with wealth management, family office services, and retirement plan consulting. The firm uses a long-term, asset-allocation-driven investment approach, incorporating model portfolios, third-party managers, and private placements, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.

Jackson Young is a Series 65 licensed financial advisor at Waverly Advisors, LLC with four years of industry experience. Prior to joining Waverly Advisors in 2026, he worked at TruWealth Advisors, LLC for five years and held positions at Power Mortgage, Inc., First American Bank, and The Chimes. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Jean Lagarde is a financial advisor with Advisor Resource Council based in New Orleans, LA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has held roles at multiple firms including Island Fund Management LLC (dba AIQ Asset Management), LPL Financial, Faubourg Private Wealth, and Level Four Advisory Services. Outside of his advisory work, Lagarde is involved in kitchen design and consulting through Lagarde Industries and owns Frijol Feliz Cooking School in Antigua Guatemala. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management options.

Margaret Duquesnay is a CFP® and Series 66 credentialed advisor at Ritholtz Wealth Management with 19 years of industry experience. She has worked at Ritholtz since 2018 and previously spent five years at ThirtyNorth Investments, LLC. Outside of her advisory role, she serves as Treasurer on the boards of Citizens for 1 Greater New Orleans and the St. Charles Center for Faith + Action, and is also a writer and blogger with Belle Curve, LLC. Ritholtz Wealth Management serves individual and institutional clients by offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platform services.

Keith Laterrade is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Arkadios Wealth Advisors and previously worked at Linsco Private Ledger for 19 years. Laterrade also engages in insurance sales, including life, health, disability, and fixed annuities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management strategies, utilizing a mix of advisor-managed accounts, third-party managers, and an internal portfolio team that supports discretionary account management and diversified investment approaches.

William Wall is a CFP® and Series 66 designated advisor at Waverly Advisors, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors before joining Waverly Advisors in 2026. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and multi-family office services.

Christian Brakke is a financial advisor at Financial Gravity Family Office Services, LLC with four years of industry experience. He holds a Series 65 designation and has previously served six years in the U.S. Coast Guard. In addition to his advisory role, Brakke operates Brakke CPA, PLLC, where he provides tax preparation services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across a wide range of securities and frequently uses third-party sub-advisors and model portfolios.

Patrick Taylor is a financial advisor with Strategic Financial Concepts, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Strategic Financial Concepts since 2012 and has also worked with LPL Financial since 2009. Outside of advisory work, he serves on the advisory board of National Financial Alliance, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Patrick Beaman is a financial advisor with Earned Wealth Advisors, LLC in New Orleans, LA, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked at UBS Financial Services, Transamerica Capital, and Invesco Advisers and Distributors. Outside of his advisory role, he serves as a volunteer captain with the Civil Air Patrol. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by third-party consultants and internal committees, offering financial planning, discretionary wealth management, and retirement-plan advisory services.

David Stokes is a CFP® credentialed financial advisor with 42 years of industry experience. He is principal at Stokes Family Office LLC and has held leadership roles at firms including Purshe Kaplan Sterling Investments and Stokes & Hubbell Capital Management. Outside of his advisory work, he is involved in private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior executives, closely held business owners, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation driven investment approach utilizing mutual funds, ETFs, separate account managers, and private placements, managing approximately $2.475 billion in discretionary assets as of year-end 2024.

Ned Chatelain Jr. is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at Dorsey & Company, Inc. for 18 years before joining Prospera in 2021. Outside of his advisory role, he serves as a football official and trainer for several organizations, including Tulane University and the Louisiana High School Athletic Association. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

Donald Kisselbach Jr. is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at Belpointe Insurance, LLC since 2011 and at The Turtles, Inc. for 32 years. Outside of his advisory work, he has been an Uber driver in San Francisco since 2015. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through various advisor styles, model portfolios, and third-party manager relationships.

Zachary Gorres is a financial advisor at Arkadios Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, METLIFE Securities Inc, and Gulf Coast Bank and Trust. Gorres also sells life, long-term care, and fixed insurance products as a separate business activity. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions. The firm offers a range of advisory services supported by an internal portfolio team and integrates multiple affiliated entities within its operating model.

Robert Parker Jr. is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Gulf Coast Bank & Trust. He serves on the finance committee of the United Way of St. Charles Parish. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm offers customized investment strategies using a combination of fundamental, technical, and cyclical analysis deployed through various managed accounts and third-party managers.

John Christman is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He has held positions at Prospera since 2021 and previously worked at Dorsey & Company, Inc. from 2003 to 2021. Christman holds Series 63 and Series 65 licenses. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Raymond Thompson is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dorsey & Company, Inc. for 38 years before joining Prospera in 2021. Outside of his advisory role, he serves as President of Save Harahan, a non-investment related organization. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

William Maisano Sr. is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including TruWealth Advisors, Purshe Kaplan Sterling Investments, Simmons and Associates, and Ameriprise Financial Services. He is also a licensed insurance agent, selling fixed products for various insurance carriers. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

George Calhoun is a financial advisor at Stokes Family Office LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cbiz and Stinnett & Associates. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach and manages client portfolios on a discretionary basis, including advising on private placements for qualified investors.

Frederick Rau III is a financial advisor at Stokes Family Office LLC with five years of industry experience. He holds a Series 65 designation and previously worked nine years at LPL Financial LLC. Rau also spent nine years at Louisiana State University. Stokes Family Office serves high-net-worth individuals, families, senior executives, closely held business owners, trusts, estates, and retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm manages approximately $3.35 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach with customized portfolio construction.