Trevor Thompson is a Series 65-registered advisor at Crescent Sterling Ltd. in Metairie, LA, with two years of industry experience. Prior to joining Crescent Sterling, he held positions at Capitol Imaging Services, Carr, Riggs & Ingram, and Jackson & Jackson, PLLC, among others. He is also the owner and principal of TWT Consultants, LLC, a consulting business engaged in various projects outside of investment activities. Crescent Sterling Ltd. provides investment management, financial planning, and consulting services to individual clients, corporations, retirement plans, foundations, and trusts. The firm primarily manages discretionary accounts using a bottom-up equity process focused on earnings growth and fundamental valuation, supplemented by laddered fixed-income holdings and selective use of ETFs or money-market positions.

Michael Nobile is a CFP® with 17 years of industry experience, currently serving as an advisor at Crescent Sterling Ltd. since 2007. He acts as a FINRA arbitration case arbitrator, hearing 1-2 cases per year. He is also a minority owner in insurance-related businesses, though not involved in daily activities. Crescent Sterling Ltd. advises individual and high-net-worth clients, managing approximately $214 million in assets across a three-advisor team. The firm employs an internal investment committee for decision-making and provides discretionary portfolio management and financial planning services.

Daniel Jaubert is a Series 65 credentialed financial advisor with one year of industry experience. He has worked at Crescent Sterling Ltd. since 2025 and previously held roles at Gulf Coast Bank and Trust, First National Bankers Bank, and several other organizations. Crescent Sterling Ltd. provides investment management, financial planning, and consulting services to individual clients, corporations, retirement plans, foundations, and trusts. The firm manages primarily discretionary accounts using a bottom-up equity approach focused on earnings growth and fundamental valuation, complemented by laddered fixed-income holdings and selective ETFs.

William Thompson is a CFP® and CFA® with 19 years of industry experience. He has been with Crescent Sterling Ltd. since 1992. Crescent Sterling Ltd. advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm manages approximately $214 million in client assets through a three-advisor team and employs an internal investment committee to guide investment decisions.