Slade Simons is a financial advisor with Arkadios Wealth Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024 and has prior experience with Gulf Coast Bank and LPL Financial. Simons serves as a deacon at First Baptist New Orleans and holds board positions with several nonprofit organizations, including the GPOA Foundation and Baptist Community Ministries. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party managers, and financial planning solutions. The firm supports advisors with an in-house portfolio team and employs a mix of fundamental, technical, and cyclical analysis while acting as a fiduciary in retirement plan consulting.

Taylor Watson is a CFP® professional with nine years of industry experience. He currently works at The AmeriFlex Group and has prior experience with Cambridge Investment Research, Inc., OSAIC, and Besselman and Associates. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting services, delivering customized strategies through various model asset allocations and manager relationships.

Katy Hane is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds a Series 65 credential and has previously worked at firms including TruWealth Advisors, Cetera, Avantax, and JPMorgan Chase. Outside of her advisory role, she serves as a treasurer for a homeowners association and is a volunteer member and registered agent for a local LLC. 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, providing a range of investment management, financial planning, and multi-family office services.

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.

Nicholas Salas is a financial advisor with Arkadios Wealth Advisors in Metairie, LA. He holds the Series 66 designation and has been in the industry since 2023, with prior experience at Gulf Coast Bank & Trust Co and LPL Financial. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a multidisciplinary investment approach supported by an internal portfolio team and serves both discretionary and non-discretionary clients.

Justin Hensel is a financial advisor with Arkadios Wealth Advisors in Metairie, LA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Commonwealth Financial Network, LPL Financial LLC, and Legacy Investment Strategies, L.L.C. He is also involved in providing 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 personalized investment management and financial planning services using a combination of fundamental, technical, and cyclical analysis, with solutions that include proprietary model portfolios, wrap accounts, and third-party managers.

Charles Simmons is a financial advisor with Waverly Advisors, LLC, holding the CFP® and ChFC® designations and carrying 35 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors, LLC. He serves as president of the Vintage Condo Association and is a board member of Baptist Community Ministries. 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 provides a range of services including investment management, financial planning, and multi-family office offerings.

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.

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.

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.

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, 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.

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.