Jeannine Shoemaker Granier

Deke Carbo is the sole advisor at MÄTIS Financial LLC in Metairie, LA, with 22 years of industry experience. He has led MÄTIS Financial since 2006. MÄTIS Financial LLC provides investment advisory and financial consulting services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and individual clients. The firm specializes in employee benefits and pension consulting for ERISA plans and plan fiduciaries, offering advice on a non-discretionary, consultative basis without ongoing portfolio management or asset custody.

Amy Winchester is the principal of Winchester Capital Services, LLC and holds the CFP® designation and Series 63 license. She has 20 years of industry experience, including prior roles at LPL Financial and Gulf Coast Bank & Trust Company. Outside of her advisory work, she organizes and presents Second Saturday Divorce Workshops in the New Orleans area and provides bookkeeping services to small clients. Winchester Capital Services offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities, managing approximately $19.2 million across about 92 clients. The firm operates on a non-discretionary basis with an investment approach that combines charting, fundamental, quantitative, and technical analysis for both long-term and short-term strategies.

William Nunn is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of financial planning experience, helping Americans working or retiring abroad. Will also has several clients in the medical, tech, 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 Certified Financial Planner® with 14 years of experience, currently serving as the sole advisor at A More Certain Path in Jefferson, LA. Her prior roles include positions at Montz Harcus Wealth Management and Ameritas Investment Corp. She has contributed to exam preparation materials for the CFP® exam as an independent contractor with Mometrix Media. A More Certain Path provides comprehensive financial planning and investment consultation primarily to individuals, high-net-worth clients, and small businesses via phone or video conference. The firm employs a risk-managed, passive investment approach focusing on asset allocation, broad diversification, and tax-aware placement, offering written recommendations rather than discretionary management.

William Crull IV is the sole advisor at Sage Capital Advisors, LLC, an independent firm based in Metairie, Louisiana. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience. Crull has led Sage Capital Advisors since 2011. Sage Capital Advisors provides fee-based investment advisory and financial planning services to individuals and businesses. The firm employs a tactical allocation approach on a non-discretionary basis, emphasizing client approval of trades and offering customized portfolio management that draws on fundamental, technical, and cyclical analysis.

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.