Joseph Crapanzano III is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Prospera Financial Services, Inc. in Mandeville, LA, with one year of industry experience. He is also the owner of JC3 Consulting LLC, a data science consulting business, and serves as the director of the Confirmation program at St. Catherine of Siena Parish. Additionally, he is an adjunct instructor at Tulane University School of Public Health and Tropical Medicine. 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—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to various advisory programs and platforms.

Dwight Fontana is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 41 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at LaSalle St. Securities, LLC since 2002. Outside of his advisory role, he is president and owner of an aviation consulting business and pilots charter aircraft. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs with a focus on diverse asset allocation, including mutual funds, ETFs, equities, fixed income, and options.

Brian Jones is a financial advisor with Meridian Wealth Management, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. Prior to joining Meridian in 2023, he worked at Northwestern Mutual in various capacities from 2016 to 2023. He is also an insurance agent involved in sales of fixed insurance products and office oversight through a separate business activity. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, focusing on IPS-driven advice and managing most client relationships on a discretionary basis using a range of investment strategies.

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 holds a Series 63 designation and has previously worked at Primerica Advisors and Primerica Financial Services. In addition to his advisory role, he is the owner and president of Protective Wealth Strategies, an FMO field marketing organization focused on life insurance and fixed indexed annuity 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, and offers advisory services combined with technology and operational solutions for other advisers through its managed account platform.

Edward Suffern is a CFP® with eight years of industry experience, currently serving as an advisor at Prospera Financial Services, Inc. Since 2026, he has been with Prospera following nine years at Becker Suffern McLanahan LTD. Prior to his financial career, he worked nearly a decade at Trey Yuen Cuisine of China. He is an inactive owner of Sevin Investments, LLC, a non-investment-related business in Mandeville, LA. 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—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and other entities through financial planning, portfolio management, and access to various advisory programs and platforms.

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.

Michael Bazile is a financial advisor with Meridian Wealth Management, LLC in Mandeville, LA, holding Series 65 and Series 63 licenses and having six years of industry experience. He previously worked at Northwestern Mutual in several divisions from 2017 to 2023 and earlier at Steven Dugal and Paul Hodge. Bazile is also an insurance agent involved with Varsity Wealth, a related business focused on sales of fixed insurance products. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a broad range of investment strategies.

Claire Friedrichs is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Coker & Palmer, Raymond James & Associates, and Merrill. She is also a partner in Friedrichs Taylor LLC. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, fee-based financial planning, and consulting through a range of advisory approaches and third-party sub-advisors.

Hannah Tufts is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Prospera Financial Services, Inc., where she has worked since 2023. Prior to Prospera, she was employed at Brown Advisory from 2017 to 2023 and at Cambridge Associates from 2016 to 2017. 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 platforms.

Timothy Mclanahan is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at M Holdings Securities, Inc. and Becker & Suffern, Ltd., where he continues to be involved. Outside of his advisory work, he serves as a board member for the Metropolitan Crime Commission, a nonprofit organization. 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, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

Paul Hodge is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Northwestern Mutual and its affiliated companies for over 15 years. Hodge serves as a director for The Nehemiah Project, a nonprofit organization based in Mandeville, Louisiana. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning services, emphasizing IPS-driven, tailored advice primarily through equities, ETFs, mutual funds, fixed income, and selective alternative strategies.

Charles Christian is a CFP® with 40 years of experience in the financial industry. He has been with Silver Oak Securities, Inc. since 2012, following prior roles at VOYA Financial Advisors, Inc. and Guardian Life. Outside of his advisory work, he operates an independent insurance agency, Armor Financial Group, specializing in fixed insurance products. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other entities through a large network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives, combining discretionary investment management with operational features like automated investment processes and ongoing model monitoring.

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.

Kevin Vidrine is a financial advisor with Hightower Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Brian Low Financial Group, LLC and Diversified Investment Strategies. Hightower Advisors serves a diverse client base including individuals and institutions such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

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.