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Stephen B

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Stephen Browne is a financial advisor with Second Line Capital, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and JPMorgan Chase Bank. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, delivering services through multiple platforms and custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Justin A

Series 66

Metairie, LA

Second Line Capital, LLC

Justin Archote is a financial advisor at Second Line Capital, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and LPL Financial LLC. Outside of his advisory role, he is engaged in operating his independent investment advisory business through Second Line Capital. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management and utilizes multiple advisory platforms while maintaining relationships with major custodians such as LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Bryan M

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Bryan Musso is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Advisor Resource Council, Wells Fargo Clearing Services, and Wells Fargo Advisors. He is also the proprietor of Musso Retirement Advisors, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies through proprietary model portfolios and independent managers, providing services on both discretionary and non-discretionary bases.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Andrea R

Series 66

Metairie, LA

Second Line Capital, LLC

Andrea Romero is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones and LPL Financial LLC. Andrea is also a licensed term life insurance agent. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, managing assets on both discretionary and non-discretionary bases across various platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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P S

Series 66

Metairie, LA

Second Line Capital, LLC

P Soliman is a financial advisor at Second Line Capital, LLC with 21 years of industry experience and holds the Series 66 designation. He has previously worked with Advisor Resource Council, Level Four Advisory Services, and Faubourg Private Wealth. Outside of his advisory roles, he is a business owner and social media influencer for Kraken House Nola and a partner in a medical spa. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and selected independent managers, implementing strategies through multiple platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jaron M

Series 66

Metairie, LA

Second Line Capital, LLC

Jaron Miller is a financial advisor at Second Line Capital, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked with Advisor Resource Council and LPL Financial LLC. Miller has been associated with Faubourg Private Wealth since 2015. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor investment strategies to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Matthew S

Series 65

Metairie, LA

Second Line Capital, LLC

Matthew St. Martin is a financial advisor at Second Line Capital, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Faubourg Private Wealth, Pelican Ice & Storage Inc, PJ's Coffee of New Orleans, and Brother Martin High School. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers tailored to clients’ objectives and risk tolerance, implementing strategies across multiple program platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Daniel A

CFP®, Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Daniel Abraham is a CFP® with 20 years of experience in the financial services industry. He is currently with Second Line Capital, LLC and has previously worked at LPL Financial, Advisor Resource Council, and Valic Financial Advisors. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies through proprietary model portfolios and independent managers, providing both discretionary and non-discretionary investment management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John B

Series 66

Metairie, LA

Second Line Capital, LLC

John Bordelon is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Edward Jones. Outside of his advisory work, he has involvement with a consultancy business unrelated to investments. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm utilizes a combination of proprietary model portfolios and independent managers to tailor investment strategies based on clients’ objectives, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Paige S

CFP®, Series 66

Metairie, LA

Second Line Capital, LLC

Paige St. Martin is a CFP® with 12 years of industry experience, currently affiliated with Second Line Capital, LLC. Her prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Faubourg Private Wealth. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting, offering customized investment strategies through a combination of proprietary models and independent managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Bryant M

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Bryant Magee is a financial advisor at Second Line Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Hancock/Whitney Bank. Outside of his advisory role, he is the owner of two residential rental property businesses. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Alden H

Series 63

Metairie, LA

Second Line Capital, LLC

Alden Hagardorn is a financial advisor with Second Line Capital, LLC, holding a Series 63 designation and bringing 29 years of industry experience. His career includes roles at LPL Financial, Ameriprise, Edward Jones, and Advisor Resource Council. Outside of advising, he works as a sports radio statistician covering NFL, NBA, and NCAA teams in the New Orleans area and serves as president of the nonprofit Friends of St. Henry. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management through direct recommendations, model portfolios, and third-party managers, with custodial relationships including LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Robert B

Series 63, Series 66

Metairie, LA

Second Line Capital, LLC

Robert Brown is a financial advisor with Second Line Capital, LLC in Gretna, LA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, implementing these through multiple program platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Dakota T

Series 65, Series 63

Metairie, LA

Second Line Capital, LLC

Dakota Taylor is a financial advisor at Second Line Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Cambridge Investment Research, Wealthcare Services, and Northwestern Mutual. Prior to his financial services career, Taylor worked in roles outside the industry in heating and cooling services as well as the restaurant sector. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment and wealth management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and uses a variety of advisory platforms, including firm-managed and third-party solutions, while maintaining relationships with major custodians such as LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Christopher W

Series 65

Metairie, LA

Second Line Capital, LLC

Christopher Wanko is a Series 65-licensed financial advisor at Second Line Capital, LLC with previous experience at Conoco and Gaslight Pro. He has been with Second Line Capital since 2025. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm employs a mix of proprietary model portfolios and independent managers, offering investment management on both discretionary and non-discretionary bases.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Connor D

CFP®, Series 66

Metairie, LA

Second Line Capital, LLC

Connor Duplessis is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Second Line Capital, LLC and previously worked at Faubourg Private Wealth and the Lumpkin Agency. Outside of his advisory roles, he has experience with Antioch Community Church of Greater New Orleans. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor investments according to clients’ objectives, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Timothy A

Series 66

Metairie, LA

Second Line Capital, LLC

Timothy Aubin is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a blend of proprietary model portfolios and independent managers to tailor portfolios to client objectives, risk tolerance, and liquidity needs across multiple platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brentson B

Series 63, Series 66

Metairie, LA

Second Line Capital, LLC

Brentson Bowlin is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, Level Four Advisory Services, and J.P. Morgan Securities. Outside of his advisory work, he acts in a fiduciary capacity for a family trust. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers across multiple platforms, providing both discretionary and non-discretionary investment management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John A

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

John Atchley is a financial advisor at Second Line Capital, LLC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation and Advisor Resource Council. He serves as an associate board member for the Shriners Hospital Galveston, where he is involved in oversight and donor relations. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor investment strategies to clients’ objectives, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kamran M

Series 66

Metairie, LA

Second Line Capital, LLC

Kamran Mahmood is a financial advisor at Second Line Capital, LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA for 14 years. Mahmood is also involved in residential real estate through ownership roles in several private companies. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, individual securities, and third-party managers, and features multiple advisory platforms including firm-managed models and algorithm-based offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jason D

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Jason Duplantis is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is involved with Black Blood of the Earth LLC, a small oil company focused on oil and gas exploration interests established by his family. Second Line Capital serves individual, trust, and institutional clients across a range of wealth levels, offering portfolio management, financial planning, and retirement consulting. The firm uses a mix of proprietary model portfolios and independent managers, implementing strategies through multiple platforms and custodians to meet clients’ objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Justin R

Series 63, Series 66

Metairie, LA

Second Line Capital, LLC

Justin Ranger is a financial advisor at Second Line Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services and Raymond James & Associates. Ranger serves on the Board of Directors for the American Diabetes Association. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor investment strategies according to clients’ objectives, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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