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.

Ryann Gallois is a financial advisor with Arkadios Wealth Advisors in New Orleans, holding a Series 66 designation and five years of industry experience. Before joining Arkadios, Gallois worked at LPL Financial and has been involved with Gulf Coast Bank & Trust for six years. She serves as Board Treasurer for St. Paul's Episcopal School Board of Trustees. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and provides an integrated operating model supported by an internal portfolio team and affiliated broker-dealer.

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.

Shepard Buckman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor at Rossby Financial, LLC and has previously worked at firms including UBS Financial Services and Equitas Capital Advisors. In addition to his advisory role, he owns and operates Everflow Insurance Advisory, where he serves as a licensed insurance agent. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm employs a variety of analytical approaches to tailor diversified portfolios that align with clients’ objectives and risk tolerances, and it manages approximately $565 million in discretionary assets.

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.

Vicky Laborde is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc. Her prior experience includes roles at OSAIC and FSC Securities. Laborde also operates as an independent contractor with Besselman Wealth Planners and holds a position as an insurance producer. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.

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.

Alan Brockhaus is a CFP® and ChFC® professional with 13 years of experience in the financial industry. He is currently with Ritholtz Wealth Management and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns Guidelight, LLC, a real estate investing business. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment process centered on asset allocation and behavioral finance, offering both advisor-led services and digital platforms for portfolio management.

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.

Alexander Littlepage is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. He also operated Ye Olde Memories LLC for four years. 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, financial planning, and third-party manager selection, employing fundamental and technical analysis with ongoing supervision and rebalancing.

Julian Richards Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Dorsey & Company Inc., Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he is a partner in CLEARVIEW LLC, a commercial real estate and retail business. 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, offering financial planning and portfolio management through a variety of advisory programs and platforms.

Eric Fenlason is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Arkadios Wealth Advisors in Metairie, LA, and has held roles at several firms including LPL Financial, Legacy Investment Strategies, and John Hancock Investment Management. Fenlason also provides investment advisory services through Legacy Investment Strategies LLC, an independent registered investment advisor. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented via various account platforms, combining fundamental, technical, and cyclical investment analysis.

Tiffany Noto is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has held roles at multiple firms including Center Street Advisors, Inc. and Madison Avenue Securities, LLC. Outside of her advisory work, she serves as a Sunday school teacher at St. Paul's Episcopal Church and is treasurer for the Alliance for Good Government Organization in Metairie, LA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and maintaining a fiduciary standard when applicable.

Patricia Besselman Main is a CFP® with 21 years of industry experience, currently serving at The AmeriFlex Group and Cambridge Investment Research, Inc. She previously worked at OSAIC and Fsc Securities Corporation, Inc., and has operated Besselman & Associates for over two decades. Outside of advisory roles, she is president of Besselman & Associates, a firm providing insurance, benefits, and human resources services. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm provides a range of portfolio management and financial planning services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to implement tailored investment strategies.

Scott Sloan is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and 14 years of industry experience. He previously worked at Gulf Coast Bank & Trust, LPL Financial, and Hancock/Whitney Bank. Sloan is also involved in the sale of life and long-term care insurance through Gulf Coast Wealth Management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, deploying them through various managed accounts and third-party managers.