Julian Richards Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Dorsey & Company Inc., Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he is a partner in CLEARVIEW LLC, a commercial real estate and retail business. Prospera Financial Services 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 and portfolio management through a variety of advisory programs and platforms.

Eric Fenlason is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Arkadios Wealth Advisors in Metairie, LA, and has held roles at several firms including LPL Financial, Legacy Investment Strategies, and John Hancock Investment Management. Fenlason also provides investment advisory services through Legacy Investment Strategies LLC, an independent registered investment advisor. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented via various account platforms, combining fundamental, technical, and cyclical investment analysis.

Tiffany Noto is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience and a Series 65 designation. She has worked at multiple firms including Center Street Advisors, Inc. and Madison Avenue Securities, LLC. In addition to her advisory role, she owns Progen Financial Consulting, LLC and serves as a Sunday school teacher at St. Paul's Episcopal Church. She also holds a controller/bookkeeper position at Diesel Worx and volunteers as a substitute teacher. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven allocation and proprietary model portfolios, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Patricia Besselman Main is a CFP® with 21 years of industry experience, currently serving at The AmeriFlex Group and Cambridge Investment Research, Inc. She previously worked at OSAIC and Fsc Securities Corporation, Inc., and has operated Besselman & Associates for over two decades. Outside of advisory roles, she is president of Besselman & Associates, a firm providing insurance, benefits, and human resources services. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm provides a range of portfolio management and financial planning services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to implement tailored investment strategies.

Scott Sloan is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and 14 years of industry experience. He previously worked at Gulf Coast Bank & Trust, LPL Financial, and Hancock/Whitney Bank. Sloan is also involved in the sale of life and long-term care insurance through Gulf Coast Wealth Management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, deploying them through various managed accounts and third-party managers.

Gregory Stokes is a CFP® with 13 years of experience in the financial industry. He is currently with Stokes Family Office LLC in New Orleans, LA, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stokes and Hubbell Capital Management LLC. 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 corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm manages discretionary client portfolios using a long-term, asset-allocation approach and incorporates mutual funds, ETFs, separate account managers, and private placements.

Andrew Holdiness is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms such as Minnesota Life Insurance Co, MML Investors Services, and MassMutual. Outside of his advisory role, he is a partner in a warehouse leasing business in Southeast Louisiana. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, employing active portfolio management and offering services including financial planning, ERISA plan advisory, insurance planning, and ETF sub-advisory.

Wesley Bouler is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to advisory duties, he is a licensed insurance agent selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, 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.

Douglas Stokes is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is the principal of Stokes Family Office LLC in New Orleans, where he has worked since 2019. His prior experience includes roles at Stokes & Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he manages private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm manages client portfolios on a discretionary basis and advises on private placements, using a long-term, asset-allocation driven investment approach supported by third-party model portfolios and portfolio analytics.

Kevin O'Brien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked with Edward Jones and has been affiliated with Acacia Financial Group and Ameritas Life Insurance Corp. since 2010. Outside of his advisory role, he serves as treasurer on the board of directors for the Rummel Alumni Association and is vice president of a local athletic and social club. 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 a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and sub-advisers across various program platforms.

Arlen Ledet is a financial advisor at NewEdge Advisors with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and employing technology tools to support client needs.

Courtney Troyano is a financial advisor at NewEdge Advisors with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Troyano is also associated with ClearPath Wealth Partners, a brokerage business operating through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Richard Villavaso is a financial advisor with Guardian Life, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Guardian Life and its affiliates since 1998 and serves as president and sole owner of The Producers Group, Inc., a general agency of Guardian Life. Villavaso also acts as trustee for multiple family trusts and holds a minority interest in a restaurant in Austin, Texas. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products and alternative investments through its connection to Guardian Life.

Jennifer Buzzeo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at Merrill and UBS Financial Services, as well as ongoing engagements with several affiliated firms within the Ameritas network. She also serves as Vice President of the Financial Planning Division at United Wealth Advisors Group LLC. 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 utilizes various program platforms and investment options, including model portfolios, mutual funds, ETFs, and interval funds, supported by multiple third-party technology and manager partnerships.

Bradford Felger is a CFA® charterholder and CPA with six years of industry experience. He is currently an advisor at Stratos Wealth Partners, Ltd. and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ernst & Young, and LPL Financial LLC. Felger also operates Bradford M. Felger, CPA, LLC, which provides tax preparation and accounting services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm 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 customized investment management and financial planning through an open-architecture platform that integrates multiple third-party managers.

Tony Smith is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, he is involved in timber farming and wildlife management through Sandwood Farms LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, utilizing both in-house and third-party investment solutions supported by centralized due diligence and technology tools.

Robert Smith Jr. is a financial advisor with NewEdge Advisors holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2026 before joining NewEdge Advisors and NewEdge Securities in 2026. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support its advisory platform.

Kristiaan De Roos is a financial advisor at NewEdge Advisors with 15 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining NewEdge Advisors in 2024. De Roos also conducts advisory services through Sage Capital Wealth and is involved in sales of insurance and variable annuity products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services through multiple program structures that combine in-house manager selection with third-party strategies, supported by technology and centralized due diligence.

Brandon Papa is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with NewEdge Advisors since 2016 and previously worked at LPL Financial starting in 2009. Outside of his advisory role, he is involved as an officer in Famous LA Meat Pie Co, a food manufacturing business, and is a partner in Hodgewells, LLC, an oil and gas investment entity. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing multiple program structures and leveraging technology and centralized due diligence in its investment approach.

Tyler Attales is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Before joining NewEdge Advisors in 2026, he worked at Coastal Capital Advisors, BrandRusso, and Moncus Park. He completed his education at Louisiana State University in 2024. NewEdge Advisors is a large registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, using multiple program structures and technology tools to support both advisors and clients.