Jeanette Sanford

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.

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.

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.

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.

Ryan Kropog is a CFP® certified financial advisor with 19 years of industry experience. He is the principal of Kropog Financial Group, LLC, where he has worked since 2016, and has over 20 years of experience with LPL Financial. Kropog Financial Group serves individuals, high net worth clients, trusts, estates, retirement plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm typically constructs portfolios using low-cost exchange-traded funds alongside mutual funds, individual stocks, REITs, and alternative investments, applying a combination of fundamental, technical, cyclical, behavioral, and charting analysis.

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.