Nataliya Varbanova Espey

Michael Fullington is the sole advisor at Fullington & Associates, LLC, an independent firm based in Lake Charles, Louisiana. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. He founded Fullington & Associates in 2004 and has been with the firm since its inception. Fullington & Associates provides discretionary portfolio management and financial planning services tailored to individual clients. The firm applies a combination of fundamental research, technical analysis, and cyclical evaluation to manage client assets, emphasizing customized portfolios and regular reviews.

Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.

John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.

Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Jacob Lemaire is a financial advisor at FMP Wealth Advisers in Lake Charles, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at First Horizon Bank, Pats of Henderson, and in education roles at Teurlings Catholic High School and St. Pius Elementary School. FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets, using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, and serves as an investment manager and sponsor to private pooled investment vehicles.

Troy Stine is a financial advisor with Triad Wealth Partners, LLC, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors and C2P Capital Advisory Group, and he operates his own tax and wealth planning business. Outside of advising, he is active in financial education as chapter president of the American Financial Education Alliance and is a board member of the City of Lake Charles Alcohol Review Board. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform, offering discretionary portfolio management, third-party manager access, and customized financial planning. The firm employs a strategic asset allocation process supported by an investment committee and diverse investment options including mutual funds, ETFs, and separately managed accounts.