Shane Duhe

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.

Andrew Pool is a financial advisor at Regatta Research & Money Management L.L.C. in Metairie, LA, holding a Series 66 designation with 22 years of industry experience. He has been with Regatta since 2002. Outside of advisory work, he owns and operates a construction and remodeling business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, pension plans, trusts, and businesses. The firm employs a six-advisor team managing over $172 million in assets, offering customized portfolio management that includes a range of traditional and alternative investments, with an analytical approach incorporating fundamental, technical, and quantitative analysis.

Rudy Blanchard is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Regatta Research & Money Management L.L.C. since 1998. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a range of clients including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios using a team approach and employs an analytical investment process that incorporates fundamental, technical, and quantitative analysis along with complex and alternative investment strategies.

Eric Greschner is a financial advisor with Regatta Research & Money Management L.L.C. in Metairie, LA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Regatta Research & Investment Management since 1997. Outside of his primary advisory role, he is a member of The TOD Index, LLC, which creates and markets a proprietary national real estate price index focused on properties near transportation nodes, and a partner in Priority Funds, LLC, which analyzes private and crowdfunded real estate investments. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, and charitable organizations. The firm employs a team approach with six advisors and manages over $172 million in assets, offering customized portfolio management that incorporates a range of investment vehicles and employs analytical methods such as Monte Carlo simulations, portfolio stress tests, and derivatives-based strategies.

Claudia Hayden is a CFP® with 22 years of industry experience and has been with Regatta Research & Money Management L.L.C. since 2003. She holds a Series 66 license and is based in Metairie, Louisiana. Earlier in her career, she was involved in a business related to wholesale furniture and interior decorating, although that corporation is now inactive. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm manages client portfolios through a six-advisor team, employing an analytical approach that integrates fundamental, technical, and quantitative methods, and routinely includes alternative and structured investment solutions.