John Benefield Desselle

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.

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.

We help New Orleans-area pre-retirees with $1M+ portfolios minimize taxes as they transition into retirement. Schedule your complimentary assessment today: https://calendly.com/equilibriumfinancial/free_assessment My wife, Rachael Johns, J.D., and I founded Equilibrium Financial Planning to help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement. As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals. At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes. On the personal side, I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for our 10 year old twins, Adam and Zoey, and playing chess with our 12 year old, Connor. I relish playing video games, particularly those made by Blizzard, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and spend most weekends with our kids playing pickleball and board games, dancing to The Beatles, or popping popcorn for Friday movie nights.