Joanna Slade is a CFP® and Series 63 licensed financial advisor with 31 years of industry experience. She is currently with Silver Oak Securities, Incorporated and previously worked at Lincoln Financial Securities Corporation for 16 years. Outside of her advisory role, she operates Slade Tax Services, LLC, providing tax preparation and bookkeeping services, and holds memberships in the Financial Planning Association and the Louisiana Restaurant Association. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning, delivering investment advice mainly on a discretionary basis tailored to clients’ objectives and risk tolerances.

Patrick Suffern is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes roles at Bsm Partner, LLC and M Holdings Securities, Inc., as well as founding and working with Becker Suffern McLanahan, Ltd. Outside of advising, he serves on the board of the Catholic Community Foundation Archdiocese of New Orleans and is a partner in Silver Julep Cup Stables, LLC, involved in thoroughbred horse racing and breeding. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer with about 207 advisors across roughly 140 offices, managing approximately $12.4 billion. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management approaches.

Preston Christian is a financial advisor at Silver Oak Securities, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 and Series 63 licenses. His prior roles include positions at Ameriprise, Citizens Securities Inc., Woodbury Financial Services Inc., Hancock/Whitney Bank, and Capital One Investment Services, LLC. Christian also operates as an independent financial professional under the DBA Armor Financial Group. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a mix of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, combining individual securities, ETFs, mutual funds, and strategist model portfolios.

Kenneth Uhlich is a ChFC® credentialed financial advisor with 21 years of industry experience, currently with Advisory Services Network. His prior experience includes roles at Cornerstone Advisors LLC and Park Avenue Securities. He serves as a Roman Catholic Deacon for the Archdiocese of New Orleans, engaging in various parish ministries. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and financial planning services, employing diversified investment strategies tailored to clients’ objectives and risk tolerances.

Joseph Crapanzano III is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. He has previously worked with Docpace and Levelset and currently owns JC3 Consulting LLC, a data science consulting firm. He also serves as an adjunct instructor at Tulane University School of Public Health and Tropical Medicine and is a part-time director of the Confirmation program at St. Catherine of Siena Parish. Prospera Financial Services, Inc. is a multi-team advisory firm and dually registered broker-dealer managing approximately $12.4 billion through around 207 advisors across 140 offices. The firm serves a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans, offering advisory and financial planning services via multiple platforms and customizable portfolio management options.

Douglas Tate is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Benjamin F. Edwards & Co, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves as chairperson of the Republican Parish Executive Committee in St. Tammany Parish and is a board member of St. Paul's Renaissance, contributing to fundraising efforts for St. Paul's School. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Evangelist King is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at LPL Financial, LLC, and has served in various roles at Gulf Coast Bank & Trust over the past decade. In addition to his advisory work, he provides professional speaking and training on general business topics such as sales skills, professional development, and leadership. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions that include discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis methods.

Charles Simon is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at FOUNDATIONS INVESTMENT ADVISORS and Retirement Income Specialists. He also operates Simon & Simon Financial, LLC, an insurance and annuity agency offering fixed annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Christopher Hitzman is a financial advisor at Waverly Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has worked previously at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to his advisory role, he is an insurance agent selling fixed and traditional insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, 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.

William Miller is a financial advisor at Simplicity Wealth with 22 years of industry experience. He previously worked for Primerica Advisors and Primerica Financial Services for over two decades. Outside of his advisory role, Miller is owner and president of Protective Wealth Strategies, a field marketing organization affiliated with life insurance companies where he offers fixed indexed annuities and life insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, provides a managed account platform for advisors, and integrates technology and operational solutions to support advisory services.

Edward Suffern is a CFP® with eight years of industry experience currently serving at Prospera Financial Services, Inc. He was previously with Becker Suffern McLanahan LTD for nine years and has a background in the restaurant industry. He is an inactive owner of a non-investment-related business, Sevin Investments, LLC. Prospera Financial Services, Inc. is a large, multi-team adviser and dually registered broker-dealer that serves a diverse client base including individuals, corporations, charitable entities, and retirement plans. The firm provides investment advisory and financial planning services through various platforms and utilizes a combination of firm models, third-party sub-advisers, and customizable allocations.

Douglas Allen is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior work includes a 13-year tenure at Nationwide Investment Services Corporation before joining John Hancock in 2024. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted model with third-party software to deliver written financial plans, serving a high volume of clients per advisor.

Claire Friedrichs is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Coker & Palmer and Raymond James & Associates. Friedrichs is also a partner in Friedrichs Taylor LLC, a business unrelated to her advisory role. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Hannah Tufts is a CFP® and holds the Series 66 designation, with three years of industry experience. She has worked at Prospera Financial Services, Inc. since 2023 and previously spent six years at Brown Advisory and one year at Cambridge Associates. Prospera Financial Services, Inc. is a multi-team advisory firm and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of investment advisory and financial planning services utilizing firm and third-party models across multiple platforms.

Timothy Mclanahan is a financial advisor with Prospera Financial Services, Inc., holding the ChFC® designation and Series 63 license, and has 32 years of industry experience. He has been with Prospera since 2017 and previously worked at M Holdings Securities, Inc. and Becker & Suffern, Ltd., where he remains active. Outside of his advisory roles, he serves as a board member for the Metropolitan Crime Commission and operates an Etsy T-shirt and hat shop. Prospera Financial Services, Inc. is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion for a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm provides investment advisory and financial planning services through multiple delivery platforms, combining firm models, third-party sub-advisers, and customizable allocations with ongoing portfolio oversight.

Charles Christian is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Silver Oak Securities, Incorporated since 2012. He is also an independent insurance agent specializing in fixed insurance products such as long-term care, fixed annuities, and life insurance. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers customized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Philbert Demarie III is a financial advisor at Eagle Strategies (NY Life) with over 37 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes ownership and advisory roles at Demarie Wealth Strategies Group, DeMarie & Timmerman, LLC, and P.J. DeMarie III & Associates Inc, along with longstanding affiliations with New York Life and Nylife Securities. He serves as a board member for Land Trust for Louisiana, a nonprofit land conservation organization. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored solutions delivered through multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jennifer Craddock is a CFP® professional with six years of industry experience, currently serving at Principal Financial Services. Her work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Kropog Financial Group, and LPL Financial LLC. She is active in community organizations, including serving as local chapter secretary for La Societe de Femmes and as Membership Director for the Louisiana chapter of Women in Manufacturing. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Jackler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, and previously spent four years at PPG Industries. Outside of his advisory role, he owns The Physician's Guild, LLC, which connects physicians with potential student loan grant opportunities through a website filtering system. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various platforms, managing approximately $15 billion in assets with a combination of discretionary and non-discretionary account management.

Gerrod Galliano is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including AE Wealth Management and Minnesota Life Insurance Co. Galliano is also involved with Burns Estate Planning, where he serves as an insurance agent. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.