Patrick Suffern is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been a partner at Bsm Partner, LLC since 2009 and has been associated with Becker Suffern McLanahan, Ltd. since 1983. Outside of advising, he serves on the board of the Catholic Community Foundation Archdiocese of New Orleans and the New Orleans Estate Planning Council, and is involved in thoroughbred horse racing through Silver Julep Cup Stables, LLC. Prospera Financial Services 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, and charitable organizations, offering financial planning, portfolio management, and multiple advisory programs through a combination of in-house models, sub-advisers, and third-party platforms.

Amber Andre is a financial advisor with Capital Analysts in Slidell, LA, holding Series 65 and Series 63 credentials and 11 years of industry experience. She has been affiliated with Lincoln Investment since 2015 and SABADIE GROUP since 2014. Outside of her advisory work, she is a member of the Slidell Kiwanis Club and coaches youth volleyball. Capital Analysts serves both retail and institutional clients by providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house teams. The firm combines discretionary and non-discretionary investment management with a proprietary mutual-fund screening process and maintains institutional relationships that support a range of cash sweep products and retirement services.

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 63 licenses. His prior experience includes roles at Ameriprise, Citizens Securities Inc., Woodbury Financial Services Inc., Hancock/Whitney Bank, and Capital One Investment Services. He is also involved with Armor Financial Group, operating as an independent financial professional. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs emphasizing discretionary investment management tailored to client objectives, supported by operational features such as ongoing model monitoring and automated investment processes.

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 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.

Troy Richards is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 19 years before joining Arkadios in 2024. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, combining advisor-managed accounts, third-party money managers, and financial planning. The firm employs an integrated operating model supported by an internal portfolio team and provides a range of advisory and reporting services.

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.