Dominick Messina

David Simpson is the sole advisor at The Fiscal Fitness Company, Inc. in Mandeville, LA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has led the firm since 2006. In addition to advisory services, he is involved in life insurance sales. The Fiscal Fitness Company, Inc. provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, using a portfolio construction approach centered on no-load and load-waived mutual funds and ETFs guided by the NoLoad FundX upgrading strategy. The firm also offers limited-scope financial consulting and operates as a licensed insurance broker, combining advisory and insurance services within a small, solo-advisor practice.

Gianni Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with 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 offers investment advisory and financial planning services to individuals, high-net-worth clients, foundations, and legal entities. The firm employs a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also providing active fundamental value analysis and custom stock portfolios upon client request.

Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.

Joseph Zinsel is a financial advisor at Open Source Investments, LLC with 16 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his advisory role, he is a managing member of ZFT LLC and a managing partner of Mile End Capital Management LLC, both non-investment-related entities. 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 main investment strategies combining active mutual funds and ETFs, tailoring portfolios based on client goals, risk tolerance, and time horizon.

Andre Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with nine years of industry experience. He has worked at Toce Financial Group since 2018 and previously at Fmsa from 2015 to 2018. Toce Financial Group provides investment advisory and financial planning services to individuals, high-net-worth individuals, foundations, and legal entities. The firm follows a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also offering active fundamental value analysis and custom stock portfolios upon client request.

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.