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.

Alfredo Martinez is a financial advisor with Arkadios Wealth Advisors in Kenner, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and Charles Schwab. In addition to his advisory work, he is involved with Gulf Coast Wealth Management and provides fixed insurance sales services. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions, supported by an internal portfolio team and a network of advisory entities. The firm offers a range of investment programs, financial planning, and fiduciary services, utilizing multiple analytical approaches and maintaining an integrated operating model that includes affiliated broker-dealer support.

Jackson Young is a Series 65 licensed financial advisor at Waverly Advisors, LLC with four years of industry experience. Prior to joining Waverly Advisors in 2026, he worked at TruWealth Advisors, LLC for five years and held positions at Power Mortgage, Inc., First American Bank, and The Chimes. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Keith Laterrade is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Arkadios Wealth Advisors and previously worked at Linsco Private Ledger for 19 years. Laterrade also engages in insurance sales, including life, health, disability, and fixed annuities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management strategies, utilizing a mix of advisor-managed accounts, third-party managers, and an internal portfolio team that supports discretionary account management and diversified investment approaches.

William Wall is a CFP® and Series 66 designated advisor at Waverly Advisors, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors before joining Waverly Advisors in 2026. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and multi-family office services.

Patrick Taylor is a financial advisor with Strategic Financial Concepts, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Strategic Financial Concepts since 2012 and has also worked with LPL Financial since 2009. Outside of advisory work, he serves on the advisory board of National Financial Alliance, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Ned Chatelain Jr. is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at Dorsey & Company, Inc. for 18 years before joining Prospera in 2021. Outside of his advisory role, he serves as a football official and trainer for several organizations, including Tulane University and the Louisiana High School Athletic Association. Prospera Financial Services, Inc. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

Robert Parker Jr. is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Gulf Coast Bank & Trust. He serves on the finance committee of the United Way of St. Charles Parish. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm offers customized investment strategies using a combination of fundamental, technical, and cyclical analysis deployed through various managed accounts and third-party managers.

John Christman is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He has held positions at Prospera since 2021 and previously worked at Dorsey & Company, Inc. from 2003 to 2021. Christman holds Series 63 and Series 65 licenses. 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 programs and platforms.

Raymond Thompson is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dorsey & Company, Inc. for 38 years before joining Prospera in 2021. Outside of his advisory role, he serves as President of Save Harahan, a non-investment related organization. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs through both proprietary and third-party platforms.

William Maisano Sr. is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including TruWealth Advisors, Purshe Kaplan Sterling Investments, Simmons and Associates, and Ameriprise Financial Services. He is also a licensed insurance agent, selling fixed products for various insurance carriers. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Gregory Hollingsworth is a financial advisor at Prospera Financial Services, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He worked at Dorsey & Company, Inc. for 31 years before joining Prospera in 2021. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Sidney Dufresne Jr. is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 31 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Dorsey & Company Inc. He is also involved in selling life insurance and annuities through various companies. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios that include mutual funds, ETFs, equities, fixed income, and option overlays.

Christopher Bravender is a financial advisor with Prospera Financial Services, Inc. based in Metairie, LA. He holds the Series 66 designation and has 21 years of industry experience, including 22 years at Dorsey & Company, Inc. prior to joining Prospera in 2021. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Lori De La Torre is a financial advisor at Waverly Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at TruWealth Advisor, TruWealth Advisors, and Ameriprise Financial Services. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, 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 services including investment management, financial planning, and multi-family office solutions.

Michael Stern is a financial advisor with Prospera Financial Services, Inc. in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Dorsey & Company, Inc. for 28 years before joining Prospera Financial Services in 2021. Outside of his advisory role, he is a minority owner of an apparel business deriving royalties from sales. Prospera Financial Services, Inc. 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, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

John Scallan is a financial advisor at Impact Partnership Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Purshe Kaplan Sterling Investments, Beam Wealth Advisors, and Mass Mutual Investors Services. He is also a managing member of Cypress Financial Group, where he is involved in the sale of life and health insurance products. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies through a network of investment adviser representatives.

James Parrie is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Purshe Kaplan Sterling Investments, and TruWealth Advisors. Outside of his advisory role, he serves on the safety committee at First Baptist Church of Kenner. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office solutions.

Megan Ulmer is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at TruWealth Advisors, LLC and Ameriprise Financial Services, Inc. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, 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.

Jordan Scallan is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Purshe Kaplan Sterling Investment and BEAM Wealth Advisors. Outside of his advisory role, he is involved in selling life insurance and related products through Cypress Financial Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisors. The firm offers model portfolios, direct asset management, and retirement plan services, utilizing a variety of discretionary strategies and a broad ecosystem of affiliated entities and service providers.