Joseph Zinsel is a financial advisor with Open Source Investments, LLC in Mandeville, LA, holding Series 65 and Series 66 licenses and having 16 years of industry experience. He has worked at several firms including Merrill, The Mutual Fund Store, Tmfs Advisors, and Financial Engines Advisors before joining Open Source Investments in 2017. Open Source Investments provides discretionary asset management primarily to non-high-net-worth individuals, small businesses, retirement plans, trusts, foundations, and corporations. The firm employs two distinct investment strategies focused on asset allocation through actively managed mutual funds and ETFs, tailoring portfolios to client objectives with quarterly reviews and a preference for low turnover.

Scott Capace is a financial advisor with Open Source Investments, LLC in Mandeville, LA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two distinct investment strategies that combine asset allocation with active management and technical analysis, employing a range of securities including mutual funds, ETFs, and individual equities.