Andrew Michael Stewart

Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.

John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.

Matthew Greene is a financial advisor with Pelican Advisory LLC in Covington, LA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at LPL Financial since 2012 and joined Pelican Family Office in 2024. Greene serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory is a family-oriented registered investment advisor serving families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals to execute estate, tax, and insurance-related tasks, utilizing a hands-on approach and a third-party risk tool to build client investment portfolios.

Christopher Smith is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He has worked at Smith Securities LLC since 2017 and previously at Hancock/Whitney Investment Services, Inc. for one year. Smith Securities LLC provides advisory and consulting services to individual and high-net-worth clients, as well as retirement-plan sponsors. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term trading orientation and delivers financial consulting and retirement-plan services while directing investment management to third-party advisers.

Claude Duet is a financial advisor at Asset Planning Services Inc in Covington, LA, with 19 years of industry experience. He holds the Series 65 designation and has been associated with Asset Planning Services since 1979. Asset Planning Services Inc serves individuals, retirement plans, trusts, estates, and business entities by providing financial and estate planning, investment management, business consulting, accounting, and tax return preparation. The firm manages approximately $345.6 million in client assets and emphasizes a comprehensive client review process, balanced portfolio construction, and integration of tax and accounting services.

Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 credential and two years of industry experience. Prior to joining Pelican Advisory, he worked at LPL Financial LLC and has experience as a professional tennis instructor. Outside of his advisory role, he continues to work as a tennis instructor in Covington, LA. Pelican Advisory is a small, family-oriented registered investment advisor that serves families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals for estate, tax, and insurance implementation.