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 65 and Series 63 licenses and has worked previously at Purshe Kaplan Sterling Investment, BEAM Wealth Advisors, Securities America, Inc., and Cypress Financial Group. Outside of his advisory role, he sells life insurance and other insurance-based 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 about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing 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.

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.

Tiffany Noto is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has held roles at multiple firms including Center Street Advisors, Inc. and Madison Avenue Securities, LLC. Outside of her advisory work, she serves as a Sunday school teacher at St. Paul's Episcopal Church and is treasurer for the Alliance for Good Government Organization in Metairie, LA. 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 offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and maintaining a fiduciary standard 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 who holds a Series 66 designation and has 19 years of industry experience. He previously worked at Edward Jones and has been associated with Acacia Financial Group and multiple Ameritas entities since 2010. Outside of his advisory role, O'Brien serves as treasurer on the board of the Rummel Alumni Association and is vice president of a local athletic and social club. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an investment committee and multiple third-party platforms.

Arlen Ledet is a financial advisor at NewEdge Advisors with 41 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Courtney Troyano is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Troyano operates under the ClearPath Wealth Partners name, a brokerage business affiliated with NewEdge Advisors. 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 range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Richard Villavaso is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a long-standing affiliation with Guardian Life Insurance Co. of America. Outside of his advisory work, he is president and sole owner of The Producers Group, Inc., a general agency of Guardian Life. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a broad retail client base through both brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs and financial planning solutions tailored to individual, charitable, and corporate clients.

Jennifer Buzzeo is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has 21 years of industry experience, including prior roles at Merrill and UBS Financial Services. Jennifer is involved in financial planning through multiple entities, including United Wealth Advisors Group LLC, where she serves as Vice President of the Financial Planning Division. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and ongoing consulting, supported by a robust investment committee and third-party partners.

Bradford Felger is a financial advisor with Stratos Wealth Partners, Ltd and holds the CFA® designation, along with Series 63 and Series 65 licenses. He has six years of industry experience, including roles at JPMorgan Securities and Ernst & Young. He also operates a CPA practice, Bradford M. Felger, CPA, LLC, providing tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies through a large network of investment adviser representatives.