Matthew Greene is a financial advisor with Pelican Advisory LLC in Covington, LA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at LPL Financial since 2012 and joined Pelican Family Office in 2024. Greene serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory is a family-oriented registered investment advisor serving families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals to execute estate, tax, and insurance-related tasks, utilizing a hands-on approach and a third-party risk tool to build client investment portfolios.

Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 credential and two years of industry experience. Prior to joining Pelican Advisory, he worked at LPL Financial LLC and has experience as a professional tennis instructor. Outside of his advisory role, he continues to work as a tennis instructor in Covington, LA. Pelican Advisory is a small, family-oriented registered investment advisor that serves families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals for estate, tax, and insurance implementation.

Jack Branch Jr. is a financial advisor at Pelican Advisory LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pelican Family Office since 2024. His prior work includes leadership at Branch Wealth Strategies and long-term roles with THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, he is involved in managing a private aviation business as managing member of Blue Ocean LLC. Pelican Advisory is a family-oriented registered investment advisor serving families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning and discretionary portfolio management, using risk assessment tools and a preference for ETFs to manage cost and tax efficiency.