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.

Gregory Hollingsworth is a financial advisor at Prospera Financial Services, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He worked at Dorsey & Company, Inc. for 31 years before joining Prospera in 2021. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Sidney Dufresne Jr. is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 31 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Dorsey & Company Inc. He is also involved in selling life insurance and annuities through various companies. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios that include mutual funds, ETFs, equities, fixed income, and option overlays.

Christopher Bravender is a financial advisor with Prospera Financial Services, Inc. based in Metairie, LA. He holds the Series 66 designation and has 21 years of industry experience, including 22 years at Dorsey & Company, Inc. prior to joining Prospera in 2021. 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.

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, holding a Series 66 designation and five years of industry experience. Before joining Arkadios, Gallois worked at LPL Financial and has been involved with Gulf Coast Bank & Trust for six years. She serves as Board Treasurer for St. Paul's Episcopal School Board of Trustees. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and provides an integrated operating model supported by an internal portfolio team and affiliated broker-dealer.

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 a financial advisor at Rossby Financial, LLC and has previously worked at firms including UBS Financial Services and Equitas Capital Advisors. In addition to his advisory role, he owns and operates Everflow Insurance Advisory, where he serves as a licensed insurance agent. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm employs a variety of analytical approaches to tailor diversified portfolios that align with clients’ objectives and risk tolerances, and it manages 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 with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Beam Wealth Advisors, Securities America, Inc., Mass Mutual Investors Services, and Cypress Financial Group, where he also serves as managing member involved in the sale of life and health insurance products. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority generally subject to client-imposed restrictions.

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 CFP® and ChFC® professional with 13 years of experience in the financial industry. He is currently with Ritholtz Wealth Management and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns Guidelight, LLC, a real estate investing business. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment process centered on asset allocation and behavioral finance, offering both advisor-led services and digital platforms for portfolio management.

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.