Keith Gillies

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.

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.

James Orgeron is a financial advisor at St. Bernard Financial Services, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with St. Bernard Financial Services since 2012. Outside of his advisory role, he owns and operates NEST EGG FINANCIAL, an insurance business. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth philosophy with tactical asset allocation and emphasizes client involvement in portfolio decisions.

Alfredo Martinez is a financial advisor with Arkadios Wealth Advisors in Kenner, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and Charles Schwab. In addition to his advisory work, he is involved with Gulf Coast Wealth Management and provides fixed insurance sales services. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions, supported by an internal portfolio team and a network of advisory entities. The firm offers a range of investment programs, financial planning, and fiduciary services, utilizing multiple analytical approaches and maintaining an integrated operating model that includes affiliated broker-dealer support.

John Desselle is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Nationwide Investment Services Corporation, and Allstate Insurance Co. He also provides financial education services as a retirement consultant with Lincoln Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a combination of fundamental analysis and Modern Portfolio Theory in its investment approach.

Thomas Klotz is a financial advisor with Eagle Strategies (NY Life) based in Kenner, LA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. He has been affiliated with New York Life Insurance Company since 1977 and Nylife Securities Inc. since 1979. Outside of his advisory role, Klotz serves as treasurer for the Square One Kenner Condo Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm utilizes a client-directed approach with third-party managers and model portfolios, and is an indirect subsidiary of New York Life.