David Mire Jr. is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors, LLC. Mire is also a licensed insurance agent, selling fixed products for various insurance carriers. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private-market allocations. The firm supports over 220 advisors and offers comprehensive services including financial planning, retirement consulting, and multi-family office solutions.

Matthew Rodrigue is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at TruWealth Advisors, Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and IBERIA Capital Partners. He serves as a board member of the Drew Rodrigue Foundation, which organizes events to raise money for cancer research, and also sits on the board of a family-owned sugar cane and land business. 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 financial planning and multi-family office services.

Jessica Sturino is a CFP® credentialed advisor with two years of industry experience, currently with The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research Advisors and Besselman Wealth Planners. Outside of finance, she was involved with NOLA Spaces Dance Quarter for five years. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and discretionary manager relationships.

Cory Faucheux is a financial advisor at Waverly Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, Inc., and TruWealth Advisors, LLC. Outside of his advisory role, he owns and manages businesses related to marine equipment leasing and international charter consulting. Waverly Advisors is a multi-team registered investment adviser serving individual clients, 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 financial planning and retirement consulting services.

Erin Vasseur is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining Waverly Advisors in 2026, she worked at TruWealth Advisors, LLC and Purshe Kaplan Sterling Investments, following an 18-year tenure at Ameriprise Financial Services, Inc. She is also a licensed insurance agent involved in selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional and alternative investment strategies, provides a range of wealth management services, and is notable for its affiliations with a state-chartered trust company, private fund management, and related tax and accounting businesses.

Garrett Ulmer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Ulmer is also a licensed insurance agent, selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm manages a range of portfolios using both traditional and alternative strategies and offers financial planning, retirement consulting, and multi-family office services.

Robert Alvarez is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at Primus, LPL Financial, and Ameriprise. He also serves as president of NOLA Financial-Wealth Management, Inc., 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 pursues customized, long-term portfolio strategies using various investment vehicles and may integrate third-party money managers or wrap programs to meet client objectives.

Thomas Meyer is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Strategic Financial Concepts since 2012 and has been affiliated with LPL Financial LLC since 2009. Meyer also serves as Vice President of Benefit Planning Group, where he sells various insurance products including health, life, dental, and disability income insurance. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. 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.

James Orgeron Jr. is a financial advisor at St. Bernard Financial Services, Inc. with 18 years of industry experience. He has been with the firm since 2012 and holds a Series 66 designation. Outside of his advisory role, he operates Nest Egg Financial, an A&H insurance business. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses by providing portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth strategy using tactical asset allocation based on Modern Portfolio Theory and works collaboratively with clients on portfolio design.

Joshua Carapina is a financial advisor with Signal Advisors Wealth, LLC, holding Series 65 and Series 66 credentials and eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Edward Jones, and Mutual of America. He is also involved in insurance sales through McGregor Financial Group. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process supplemented by fundamental, quantitative, and technical analysis while supporting a large client load across multiple teams.

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 44 years of industry experience. He holds Series 63 and Series 65 designations 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 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.