Joseph Prisco Jr. is a CFP® professional with over 20 years of industry experience, currently serving with Advocacy Financial LLC. His background includes positions at Purshe Kaplan Sterling Investments, Securities America, Inc., and Morgan Keegan & Company, LLC. In addition to his financial advisory work, he is an attorney licensed in Louisiana and serves as a board member for the Recreational District 14 in St. Tammany Parish, Louisiana. Advocacy Financial LLC provides financial planning, investment advisory, portfolio management, and risk-management services primarily to individual and high-net-worth clients. The firm uses a fiduciary standard and integrates legal, tax, and estate planning with portfolio construction based on diversification and asset allocation principles.

Nicholas Bowers is a CFP® with 11 years of industry experience, currently serving at Advocacy Financial LLC in Covington, LA. He has held prior roles at firms including Innealta Capital, LLC, Northern Lights Distributors, LLC, and Dimensional Fund Advisors LP. He also works as an independent contractor providing strategic sales and marketing guidance for Innealta Capital. Advocacy Financial serves individual and high-net-worth clients with financial planning, investment advisory, portfolio management, and risk-management services. The firm operates under a fiduciary standard and employs a comprehensive planning approach that integrates business, tax, estate, and insurance considerations, emphasizing risk management and cost-effective portfolio construction.