Dominick Anthony Messina

Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.

Joseph Zinsel is a financial advisor with Open Source Investments, LLC in Mandeville, LA, holding Series 65 and Series 66 licenses and having 16 years of industry experience. He has worked at several firms including Merrill, The Mutual Fund Store, Tmfs Advisors, and Financial Engines Advisors before joining Open Source Investments in 2017. Open Source Investments provides discretionary asset management primarily to non-high-net-worth individuals, small businesses, retirement plans, trusts, foundations, and corporations. The firm employs two distinct investment strategies focused on asset allocation through actively managed mutual funds and ETFs, tailoring portfolios to client objectives with quarterly reviews and a preference for low turnover.

Andre Toce Jr. is a financial advisor at Toce Financial Group LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Toce Financial Group since 2018, following three years at Fmsa. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities. The firm emphasizes low-cost, broadly diversified, index-based allocations with an option for active or value-oriented management, incorporating tax-aware strategies and periodic plan reviews.

Scott Capace is a financial advisor with Open Source Investments, LLC in Mandeville, LA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two distinct investment strategies that combine asset allocation with active management and technical analysis, employing a range of securities including mutual funds, ETFs, and individual equities.

David Simpson is a financial advisor with The Fiscal Fitness Company, Inc. in Mandeville, LA, holding Series 65 and Series 66 designations and 19 years of industry experience. He has been with The Fiscal Fitness Company since 2006 and also has experience in life insurance sales. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, managing accounts on both discretionary and non-discretionary bases. The firm serves individual and high-net-worth clients using a portfolio strategy focused on no-load and load-waived mutual funds and ETFs, following a trading approach known as the NoLoad FundX “upgrading” strategy.

Rachel Simpson is a financial advisor with The Fiscal Fitness Company, Inc. in Mandeville, LA, holding 20 years of industry experience. She has been with The Fiscal Fitness Company since 2006 and has also worked as a homemaker since 2002. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, managing accounts on both discretionary and non-discretionary bases. The firm primarily uses no-load and load-waived mutual funds and ETFs, following a strategy that includes fundamental and technical analysis along with the NoLoad FundX “upgrading” approach.