Joseph Crapanzano III is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Docpace and Levelset, as well as operating JC3 Consulting, LLC, a data science consulting business. He also serves as the part-time Director of the Confirmation program at St. Catherine of Siena Parish and is an adjunct instructor at Tulane University School of Public Health and Tropical Medicine. 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, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.

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.

Douglas Tate is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His previous work includes tenures at Purshe Kaplan Sterling Investments, Benjamin F. Edwards & Co, and Merrill. 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 the Selective Service System in Louisiana as well as the St. Paul’s Renaissance Board. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by an extensive network of advisors and integrated operational tools.

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 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, Raymond James & Associates, and Merrill. Friedrichs is also a partner in Friedrichs Taylor LLC, a business she has co-owned since 2013. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services using a variety of analytical methods and investment strategies, and it operates with dual registration as both an SEC-registered adviser and a FINRA-registered broker-dealer.

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 39 years of industry experience, currently serving at Silver Oak Securities, Inc. since 2012. His prior roles include positions at VOYA Financial Advisors, Inc. and Guardian Life. Outside of his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, and trusts through a large network of financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a variety of advisory programs with a primarily discretionary investment approach tailored to client 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.

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.

Scott Samford is a financial advisor with Money Concepts Capital Corp based in Mandeville, LA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, with a background including roles at firms such as LPL Enterprise, Prudential Insurance, and Bank of America. Outside of advisory work, he serves as Lieutenant Governor for the LAMISSTENN District Kiwanis and is involved in educational initiatives as managing partner of Eschaton Advisors, focusing on business exit planning education for owners. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary portfolio programs, integrating third-party management and services to support its enterprise-scale operations.