Jeannine Granier

Amy Winchester is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Winchester Capital Services, LLC. She has previously worked with LPL Financial LLC and Gulf Coast Bank & Trust Company. Outside of her advisory role, she organizes and presents Second Saturday Divorce Workshops in the New Orleans market area. Winchester Capital Services is an independent, single-advisor firm serving individuals, high-net-worth clients, and corporate entities. The firm provides portfolio management and financial planning using a blend of charting, fundamental, quantitative, and technical analysis, with most accounts managed on a non-discretionary basis and reviewed regularly.

William Nunn is a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of financial planning experience, helping Advanced Practice Registered Nurses as well as working professionals in the medical, legal and health care industries. A graduate of Loyola University New Orleans with a Bachelors in Business Administration, Will has worked with clients across the country. Will began his career in 2011 with a boutique wealth management firm in Metairie, La. He then moved to J.P. Morgan Chase in 2014. He has been featured by New Orleans CityBusiness in 2013 as a “One to Watch,” and was given the J.P. Morgan Asset Management Award of Excellence in 2015. Will is also a member of the Financial Planning Association, CFA Society of Louisiana and the Rotary Club of New Orleans.

Katrina Kourkoutis is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at A More Certain Path. She has held roles at firms including Montz Harcus Wealth Management and Ameritas Investment Corp. In addition to her advisory work, she has contributed as an independent contractor writer, preparing CFP® exam study materials for Mometrix Media, LLC, and has worked seasonally for Intuit TurboTax. A More Certain Path is an independent, state-registered firm providing comprehensive financial planning and investment consultation to individuals, high-net-worth households, and small businesses. The firm follows a fiduciary standard with a risk-managed, passive investment approach focused on asset allocation, broad diversification, and low-cost index funds, delivering advice primarily through fixed-fee planning and hourly consulting rather than ongoing discretionary management.

William Crull IV is the sole advisor at Sage Capital Advisors, LLC in Metairie, LA, holding Series 63, 65, and 66 credentials with 35 years of industry experience. He has been with Sage Capital Advisors since 2011. Sage Capital Advisors, LLC provides fee-based investment advisory and financial planning services to individual and business clients, focusing on custom, non-discretionary portfolio management. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, recommending a variety of instruments while requiring client approval before executing transactions.

Scott Schayot is the principal of Schayot Financial LLC in Metairie, LA, holding CFP® and Series 63 credentials with 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 20 years. He is also a member of Scott E Schayot LLC, an operating company unrelated to investment advisory services. Schayot Financial LLC provides discretionary asset management and financial planning services to individuals, families, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, and estates. The firm employs a blend of fundamental and technical analysis, managing portfolios with both long-term and short-term strategies tailored to client risk tolerance, and offers hourly billing for financial planning alongside asset-based fees.

Chadwick Landry is the managing member and chief compliance officer of Poydras Capital Partners, an independent registered investment adviser based in Metairie, LA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Landry has worked at firms including Johnson Rice & Company, L.L.C., The Leaders Group Inc, and IIFL Capital Inc. Outside of his advisory work, he serves as president and executive director of the Cancer Advocacy Group of LA, managing advocacy efforts and an annual medical oncology conference. Poydras Capital Partners manages approximately $18.6 million for about 39 clients, offering discretionary portfolio management, third-party manager recommendations, model portfolios, and sub-advisory services. The firm constructs portfolios tailored to client objectives and risk tolerances using a combination of fundamental and technical analysis alongside both long- and short-term strategies.