Lori De La Torre is a financial advisor at Waverly Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at TruWealth Advisor, TruWealth Advisors, and Ameriprise Financial Services. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

Ryann Gallois is a financial advisor with Arkadios Wealth Advisors in New Orleans, LA, holding a Series 66 credential and six years of industry experience. Prior to joining Arkadios in 2024, Gallois worked at LPL Financial and Gulf Coast Bank & Trust. Gallois serves as Board Treasurer for St. Paul's Episcopal School. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and third-party managers, utilizing a blend of fundamental, technical, and cyclical investment analysis.

Michael Stern is a financial advisor with Prospera Financial Services, Inc. in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Dorsey & Company, Inc. for 28 years before joining Prospera Financial Services in 2021. Outside of his advisory role, he is a minority owner of an apparel business deriving royalties from sales. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Shepard Buckman is a CFA® charterholder with 25 years of industry experience. He is currently an advisor at Rossby Financial, LLC and has held prior roles at Sequence Wealth Management, Equitas Capital Advisors, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory work, he owns and operates Everflow Insurance Advisory as a licensed insurance agent. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, and corporations. The firm offers tailored portfolio management and wealth consulting using various analytical approaches and diversified strategies, managing approximately $565 million in discretionary assets.

Charles Tiblier II is a CFP® professional with seven years of industry experience, currently serving at Stokes Family Office LLC. His prior roles include positions at Hancock Whitney Bank and Hancock Whitney Investment Services, as well as involvement with Finra. He is also the COO of Stokes Insurance, LLC. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm manages discretionary portfolios employing a long-term, asset-allocation driven approach that includes mutual funds, ETFs, separate account managers, and private placements.

John Scallan is a financial advisor at Impact Partnership Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Purshe Kaplan Sterling Investments, Beam Wealth Advisors, and Mass Mutual Investors Services. He is also a managing member of Cypress Financial Group, where he is involved in the sale of life and health insurance products. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies through a network of investment adviser representatives.

Vicky Laborde is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc. Her prior experience includes roles at OSAIC and FSC Securities. Laborde also operates as an independent contractor with Besselman Wealth Planners and holds a position as an insurance producer. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.

James Parrie is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Purshe Kaplan Sterling Investments, and TruWealth Advisors. Outside of his advisory role, he serves on the safety committee at First Baptist Church of Kenner. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office solutions.

Devin Brieske is a CFP® professional with six years at Stokes Family Office LLC and a total of three years in the financial services industry. Prior to joining Stokes Family Office, he worked for four years at Marriott Vacation Club. He is based in New Orleans, LA. Stokes Family Office serves high-net-worth individuals, families, senior executives, 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 offers customized, asset-allocation driven investment strategies, combining a family office platform with institutional retirement plan services.

Megan Ulmer is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at TruWealth Advisors, LLC and Ameriprise Financial Services, Inc. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Aimee Charrier is a financial advisor with Stokes Family Office LLC in New Orleans, LA, holding 16 years of industry experience. Her prior work includes ten years at Hancock Investment Services, Inc. and Hancock Bank, followed by a brief tenure at Cetera before joining Stokes Family Office in 2022. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm uses a long-term, asset-allocation-driven investment approach and manages client portfolios on a discretionary basis, including advising on private placements for qualified or accredited investors.

Alan Brockhaus is a financial advisor at Ritholtz Wealth Management with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Wells Fargo Clearing for seven years before joining Ritholtz in 2023. Outside of his advisory role, he is involved in real estate investing through his ownership of Guidelight, LLC. Ritholtz Wealth Management serves both individual and institutional clients, providing comprehensive portfolio management and financial planning. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

David Pullen is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Gulf Coast Bank & Trust since 2016 and at LPL Financial from 2016 to 2024. He also provides insurance brokerage services through Ash Brokerage. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment and wealth management solutions through a combination of advisor-managed accounts, third-party managers, and internal portfolio strategies. The firm supports advisors with an integrated operating model that includes in-house portfolio management and affiliated broker-dealer services.

Hannah Tucker is a CFP® with four years of industry experience, currently serving at Stokes Family Office LLC. Prior to joining Stokes Family Office, she worked at Montz Harcus Wealth Management and has held positions in both advisory and accounting roles. Stokes Family Office serves high-net-worth individuals, families, and institutional clients by providing wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach with customized portfolios and offers services including investment management, financial planning, and private placement advisory.

Patrick Mckay is a CFP® professional with 15 years of experience in financial advising. He is currently with Stokes Family Office LLC and previously worked at Ladenburg Thalmann & Co. Inc. for nine years. Patrick’s background includes roles at Stokes Asset Management, LLC, where he worked for three years. Stokes Family Office serves high-net-worth individuals, families, senior executives, business owners, trusts, estates, and retirement plans, managing approximately $3.35 billion in discretionary assets. The firm’s investment approach is long-term and asset-allocation driven, offering customized portfolio construction and a combination of family office and institutional retirement plan services.

Jordan Scallan is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Purshe Kaplan Sterling Investment and BEAM Wealth Advisors. Outside of his advisory role, he is involved in selling life insurance and related products through Cypress Financial Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisors. The firm offers model portfolios, direct asset management, and retirement plan services, utilizing a variety of discretionary strategies and a broad ecosystem of affiliated entities and service providers.

Richard Goglia is a financial advisor with Stonex Advisors Inc. in New Orleans, LA, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Wrp Investments, Inc. and Guardian Life. He is also the owner and member of Richmond Financial LLC, a financial services firm based in New Orleans. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies.

Joseph Stephens is a CFP® with 28 years of industry experience, currently affiliated with Prospera Financial Services, Inc. He has worked at Prospera since 2021 and operates his own DBA, Stephens Financial Services, which offers income tax preparation services during tax season. Additionally, he provides notary services through Stephens Notary Services. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Alexander Littlepage is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. He also operated Ye Olde Memories LLC for four years. 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, financial planning, and third-party manager selection, employing fundamental and technical analysis with ongoing supervision and rebalancing.

Millard Morrison is a financial advisor with StoneX Advisors Inc. in New Orleans, LA, holding a Series 63 designation and 42 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and with StoneX Securities Inc. since 2002. Outside of his advisory role, he is the director and owner of Lookout Mountain Camp, a residential summer camp for boys. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and financial planning services. The firm employs a combination of independent advisors and an in-house client group, utilizing various investment platforms and third-party managers to implement customized strategies.