Robert Alvarez is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 credential and 24 years of industry experience. He has been with International Assets Investment Management since 2014 and previously worked at Primus. Outside of his advisory role, Alvarez serves as president and advisor of a private label financial planning practice. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

James Orgeron Jr. is a financial advisor at St. Bernard Financial Services, Inc. with 18 years of industry experience. He has been with the firm since 2012 and holds a Series 66 designation. Outside of his advisory role, he operates Nest Egg Financial, an A&H insurance business. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses by providing portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth strategy using tactical asset allocation based on Modern Portfolio Theory and works collaboratively with clients on portfolio design.

Alfredo Martinez is a financial advisor with Arkadios Wealth Advisors in Kenner, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and Charles Schwab. In addition to his advisory work, he is involved with Gulf Coast Wealth Management and provides fixed insurance sales services. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions, supported by an internal portfolio team and a network of advisory entities. The firm offers a range of investment programs, financial planning, and fiduciary services, utilizing multiple analytical approaches and maintaining an integrated operating model that includes affiliated broker-dealer support.

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.

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.

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.

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.

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.

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.

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.

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.

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.

John Desselle is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Simplicity Investments, Lincoln Financial Distributors, Allstate Insurance Co, and Voya Financial Advisors, Inc. He also provides financial education as a retirement consultant. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and monitoring to construct diversified portfolios, offering services through independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Matthew Stennis is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has prior experience serving in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Christopher Montz is a financial advisor with First Command Advisory Services in Metairie, LA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to entering the financial advisory field, Montz served 33 years in the US Air Force and Louisiana Air National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios.

Clay Kearney is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Capital One Financial Advisors and LPL Financial. Outside of financial advising, he has entrepreneurial interests including ownership of a fishing camp and involvement in businesses such as smoothie sales, car wash operations, and convenience stores. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting, supported by a large network of investment adviser representatives.

Shirl Darce is a financial advisor with Voya Financial Advisors, Inc. in Metairie, Louisiana, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Voya Financial Advisors since 2016. Outside of her advisory role, she is a member and owner of Property Solutions Plus, LLC, and works as an independent insurance agent specializing in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, with a majority of assets managed on a non-discretionary basis.

Maria Kyriakides is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 63 and Series 66 designations and has seven years of industry experience. Her prior work includes roles at Agia, Valic Financial Advisors, Bank of America, Merrill, and Olympic Insurance Underwriters Inc. Kyriakides is also active as an independent insurance agent, selling life, health, and disability insurance, as well as property and casualty insurance. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

Kenneth Trahan is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based programs and maintains a dual registration as an SEC-registered investment adviser and broker-dealer.

Edward Plemons is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He previously worked for Best Buy for 15 years. Outside of his advisory role, he is also an independent insurance agent selling fixed insurance products and works as a contract driver delivering ambulances. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting through a variety of program structures, emphasizing recommendation-based, non-discretionary relationships.