Andrea Panaitescu is a financial advisor at Hancock Whitney Investment Services Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hancock Whitney Bank, RBC Capital Markets LLC, and Northwestern Mutual, among other firms. Panaitescu is based in New Orleans, LA. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice through wrap-fee managed account programs, offering separately managed accounts and Fund Strategy Portfolios primarily to individual investors via program sponsors. The firm employs a combination of fundamental and quantitative analysis in its investment approach and operates as a wholly owned subsidiary of Hancock Whitney Corporation with affiliations to Hancock Whitney Bank and Hancock Whitney Asset Management.

Michael Dickerson is a financial advisor at Capital Markets IQ, LLC with 22 years of industry experience. He has been with Capital Markets IQ since 2017, following a one-year tenure at Carlton Hall Asset Management, LLC. He holds Series 63 and Series 66 designations. He is also the owner of Michael G Dickerson, LLC, which has not commenced operations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual, high-net-worth investors, small businesses, and pension/profit-sharing plans. The firm offers portfolio management, financial planning, business consulting, and administrative services across a broad range of instruments, operating through a multi-branch model with centralized supervision and coordination with external professionals.

Robert Teten Jr. is a CFA® charterholder affiliated with Hancock Whitney Investment Services Inc. in New Orleans, LA. He has three years of industry experience and has been with Hancock Whitney Bank since 2004. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily for individual participants in wrap-fee and managed account programs. The firm uses fundamental and quantitative analysis to develop model portfolios delivered to platform managers or program sponsors who implement trades and handle reporting.

Jason Morvant is a Series 65-licensed advisor at JECohen & CO., LLC with two years of industry experience. He is also a licensed physician actively practicing medicine and surgery. Prior to joining JECohen & CO., he worked at Ochsner Medical Center Westbank and Iberia Medical Center. JECohen & CO. provides investment management and financial planning services to individuals, institutions, and private funds. The firm employs a value-oriented, bottom-up fundamental approach focused on capital preservation and long-term investment horizons.

Suzanne Mestayer is a financial advisor with ThirtyNorth Investments, LLC in New Orleans, LA, holding a Series 65 designation and 15 years of industry experience. She has been with ThirtyNorth since 2010 and also works with Advisean Partners, LLC. Suzanne serves on the board of Pan American Life Insurance Group, a mutual insurance company distributing life and health insurance products across the Americas. ThirtyNorth Investments serves individual and high-net-worth clients, offering discretionary and limited non-discretionary portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm follows a committee-driven investment process focused on strategic global asset allocation using mutual funds, ETFs, individual securities, and structured notes, and manages a Women Impact Strategy designed to maintain gender-representation benchmarks.

David Pointer is a financial advisor at Waters, Parkerson & Co., LLC with 34 years of industry experience. He has been with Waters, Parkerson & Co., Inc. since 1982. He holds the Series 63 and Series 65 designations. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis and a mix of long- and short-term strategies across multiple asset classes, while also offering related consulting on estate, tax, and insurance matters as well as trustee services.

Bennett Duffy is a financial advisor with Montz Harcus Wealth Management in New Orleans, holding a Series 66 credential and five years of industry experience. He has worked at several firms including LPL Financial, NewEdge Advisors, Beacon Pointe Advisors, and Ameriprise. Montz Harcus Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $876 million across about 667 client relationships. The firm offers investment management, comprehensive financial planning, pension and project consulting, and access to alternative managers, utilizing a mix of analytical approaches and maintaining regular account reviews.

Alexander Harcus is a CFP® and holds a Series 66 license with 12 years of industry experience. He is a Vice President at Montz Harcus Wealth Management and has previously worked at Ameritas Investment Corp and Physician's Resource Group. Outside of his advisory role, he serves as a member of the board for the Metarie Club Gardens. Montz Harcus Wealth Management is a six-person advisory team managing approximately $876 million across roughly 667 client relationships. The firm serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering investment supervisory services, comprehensive financial planning, and pension consulting with a mix of investment analysis techniques and a long-term trading orientation.

Robert Bruner is a financial advisor with BankPlus Wealth Advisors in New Orleans, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at BlackRock Investments and JPMorgan Investment Management. Outside of his advisory role, he serves as an advisor for Spot2Nite Inc., a Recreational Vehicle iOS application, assisting with business structure and pitchbook presentations. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments, managing approximately $263.8 million across about 633 client relationships. The firm focuses on customized portfolios and employs a fundamental, bottom-up investment approach with in-house research.

Edward Bush is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 45 years of industry experience. Prior to joining Prospera in 2021, he worked for Dorsey & Company, Inc. for 32 years. Outside of his advisory role, he is a co-owner and proprietor of family-owned ranches in Texas, involved in cattle ranching and agricultural leasing. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Michael Miller is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds a Series 63 designation and previously worked for Coker & Palmer, Inc. for 11 years before joining Moors & Cabot. 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, fee-based financial planning, and advice-only services, employing a variety of analytical methods and strategies, and utilizes both third-party and affiliated sub-advisors.

Jo Anne Keck is an investment advisor at CWA Asset Management Group with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various firms including Keck & Co., which she founded, focusing on sourcing and selling private investment offerings and consulting on oil and gas and real estate projects. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management using proprietary models and incorporates active, quantitative, and AI-assisted strategies with a globally diversified approach tailored to client objectives.

James Olsen is a CERTIFIED FINANCIAL PLANNER™ professional with 44 years of industry experience. He currently serves with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at LPL Financial, Legacy Investment Strategies LLC, and Crown Capital Securities L.P. He is also involved with Legacy Investment Strategies LLC as an independent investment advisory business. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm constructs customized investment plans using a blend of fundamental, technical, and cyclical analysis and offers various portfolio management solutions including internally managed accounts and third-party manager programs.

William Monsted is a financial advisor at Infinity Financial Services Advisory with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Infinity Financial Services since 2014, joining the Advisory division in 2020. Outside of finance, he is President and CEO of Bilmon Productions, L.L.C., which produces and markets documentary films. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a range of investment strategies guided by clients' goals and risk profiles.

Ethan Looney is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at HUB International (TCG Advisors), State Farm, and held various roles at The University of Texas at Austin. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and public entities. The firm combines internally managed model portfolios with customized allocations, utilizing technical and cyclical analysis to align investments with client goals.

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.

Blake Day is a financial advisor with Prospera Financial Services, Inc. in Metairie, LA, holding a Series 66 designation and one year of industry experience. Prior to joining Prospera, he worked for Bell & McCoy for eight years and Republic National Distributing Company for three years. 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, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Daniel Becker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stokes Family Office LLC. His prior roles include positions at Strata Wealth Advisors, Mutual Securities, Lincoln Financial Advisors Corporation, and Red Oak Financial Group. He also operates as an independent insurance agent in Dallas, TX. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach and utilizes third-party model portfolios and analytics, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.

Eric Sorenson is a financial advisor at Stokes Family Office LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera, Hancock Whitney Bank, and Chase Investment Services Corp. Outside of his advisory work, Sorenson is the president and owner of Frontier Entertainment LLC, a literary arts company through which he has written a book. Stokes Family Office serves high-net-worth individuals, families, senior executives, closely held business owners, trusts, estates, and retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm uses a long-term, asset-allocation driven investment approach with customized portfolios that may include mutual funds, ETFs, options, and private placements, managing approximately $3.35 billion in discretionary assets.

Rachael Richard is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Stokes Family Office LLC, where she has worked since 2019, including prior roles at Stokes Asset Management and JPMorgan entities. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans with wealth management, family office services, and retirement plan consulting. The firm uses a long-term, asset-allocation-driven investment approach, incorporating model portfolios, third-party managers, and private placements, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.