Deke Carbo is the sole advisor at MÄTIS Financial LLC in Metairie, LA, with 22 years of industry experience. He has led MÄTIS Financial since 2006. MÄTIS Financial LLC provides investment advisory and financial consulting services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and individual clients. The firm specializes in employee benefits and pension consulting for ERISA plans and plan fiduciaries, offering advice on a non-discretionary, consultative basis without ongoing portfolio management or asset custody.

Raymond Davis is a CFP® professional with 23 years of experience in the financial services industry. He has been with Stability Financial, LLC since 2013 and holds Series 63 and Series 65 licenses. Stability Financial serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a goals-based investment process and manages client accounts using a variety of investment vehicles, combining fundamental and technical analysis.

Amy Winchester is the principal of Winchester Capital Services, LLC and holds the CFP® designation and Series 63 license. She has 20 years of industry experience, including prior roles at LPL Financial and Gulf Coast Bank & Trust Company. Outside of her advisory work, she organizes and presents Second Saturday Divorce Workshops in the New Orleans area and provides bookkeeping services to small clients. Winchester Capital Services offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities, managing approximately $19.2 million across about 92 clients. The firm operates on a non-discretionary basis with an investment approach that combines charting, fundamental, quantitative, and technical analysis for both long-term and short-term strategies.

Steven Adjmi is a financial advisor at GEM Street Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Union Capital Management Corp and Primary Residential Mortgage. Adjmi is also a licensed CPA and operates an accounting practice as a sole proprietor. GEM Street Capital Management provides discretionary portfolio management to individual and high-net-worth clients, using multiple analysis methods and a range of investment strategies. The firm emphasizes documented client goals, tax considerations, and risk tolerance, with accounts custodied through Schwab Institutional and monitored regularly.

Matthew James is a financial advisor with CDS James Investments, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and operated Mia Bella Beauty Bar for six years. CDS James Investments provides discretionary and non-discretionary investment management services to individuals, families, trusts, charitable organizations, corporations, and business entities. The firm employs a combination of fundamental and technical analysis to construct tailored asset allocations, including the use of options strategies and margin when appropriate, and manages approximately $48.6 million across about 75 client relationships.

William Nunn is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of financial planning experience, helping Americans working or retiring abroad. Will also has several clients in the medical, tech, and health care industries. A graduate of Loyola University New Orleans with a Bachelors in Business Administration, Will has worked with clients across the country. Will began his career in 2011 with a boutique wealth management firm in Metairie, La. He then moved to J.P. Morgan Chase in 2014. He has been featured by New Orleans CityBusiness in 2013 as a “One to Watch,” and was given the J.P. Morgan Asset Management Award of Excellence in 2015. Will is also a member of the Financial Planning Association, CFA Society of Louisiana and the Rotary Club of New Orleans.

Katrina Kourkoutis is a Certified Financial Planner® with 14 years of experience, currently serving as the sole advisor at A More Certain Path in Jefferson, LA. Her prior roles include positions at Montz Harcus Wealth Management and Ameritas Investment Corp. She has contributed to exam preparation materials for the CFP® exam as an independent contractor with Mometrix Media. A More Certain Path provides comprehensive financial planning and investment consultation primarily to individuals, high-net-worth clients, and small businesses via phone or video conference. The firm employs a risk-managed, passive investment approach focusing on asset allocation, broad diversification, and tax-aware placement, offering written recommendations rather than discretionary management.

William Crull IV is the sole advisor at Sage Capital Advisors, LLC, an independent firm based in Metairie, Louisiana. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience. Crull has led Sage Capital Advisors since 2011. Sage Capital Advisors provides fee-based investment advisory and financial planning services to individuals and businesses. The firm employs a tactical allocation approach on a non-discretionary basis, emphasizing client approval of trades and offering customized portfolio management that draws on fundamental, technical, and cyclical analysis.

Scott Schayot is the principal of Schayot Financial LLC in Metairie, LA, holding CFP® and Series 63 credentials with 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 20 years. He is also a member of Scott E Schayot LLC, an operating company unrelated to investment advisory services. Schayot Financial LLC provides discretionary asset management and financial planning services to individuals, families, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, and estates. The firm employs a blend of fundamental and technical analysis, managing portfolios with both long-term and short-term strategies tailored to client risk tolerance, and offers hourly billing for financial planning alongside asset-based fees.

Chadwick Landry is a financial advisor at Poydras Capital Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Johnson Rice & Company, L.L.C., The Leaders Group Inc, and IIFL Capital Inc. Landry also serves as President and Executive Director of the Cancer Advocacy Group of LA. Poydras Capital Partners is a single-advisor registered investment adviser managing approximately $26.7 million for about 51 clients, serving individuals and other investment advisers. The firm offers discretionary portfolio management, utilizes a mix of in-house and third-party model portfolios, and employs various analytical methods across equities, mutual funds, ETFs, and fixed income instruments.

We help New Orleans-area pre-retirees with $1M+ portfolios minimize taxes as they transition into retirement. Schedule your complimentary assessment today: https://calendly.com/equilibriumfinancial/free_assessment My wife, Rachael Johns, J.D., and I founded Equilibrium Financial Planning to help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement. As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals. At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes. On the personal side, I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for our 10 year old twins, Adam and Zoey, and playing chess with our 12 year old, Connor. I relish playing video games, particularly those made by Blizzard, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and spend most weekends with our kids playing pickleball and board games, dancing to The Beatles, or popping popcorn for Friday movie nights.

Joey Agular is a financial advisor with Agular Asset Management LLC in Metairie, LA, holding a Series 65 designation and possessing 34 years of industry experience. He previously worked at Johnson Rice & Company L.L.C. for 30 years and currently serves as a director for two private startup companies. Agular Asset Management LLC provides discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, employing various strategies including options writing and use of derivatives, with client accounts reviewed quarterly for suitability and tax-loss harvesting.

Brett Terrell is the sole advisor at Terrell Financial Group in Metairie, LA, holding a Series 65 credential with 17 years of industry experience. He has managed Terrell Financial Group since 2008 and is also an owner and agent at Asset Protection Specialties, LLC, where he spends approximately 25% of his time selling insurance products. Terrell Financial Group is a fee-based registered investment adviser serving individual clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, using an individualized investment process that incorporates fundamental, technical, and cyclical analysis, and offers client access to third-party money managers with ongoing oversight.

David Compton is a financial advisor at First Security Financial Wealth Manager, Inc. in Metairie, LA, holding a Series 65 designation with nine years of industry experience. He has operated his own insurance agency since 1985, focusing on insurance sales alongside his advisory work. First Security Financial Wealth Manager provides advisory services primarily for employer retirement plans, including 401(k), 403(b), pension, and profit-sharing plans, offering financial planning and public education seminars. The firm provides limited-scope ERISA 3(21) fiduciary services on a non-discretionary basis, working with third-party investment managers and emphasizing pension consulting and participant workshops.

Ryan Swayze is a Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Bellingrath Wealth Management, L.L.C. and has prior experience with LPL Financial, Cetera Investment Services, Regions Bank, and Morgan Stanley. Bellingrath Wealth Management advises individuals, families, trusts, non-profits, and businesses on integrated financial, estate, and retirement planning along with portfolio management, serving high-net-worth clients and plan sponsors through a combination of discretionary account management and fee-based employee benefits services.

Michael Sellitto is a financial advisor with Royal Road Wealth Partners, LLC in New Orleans, LA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Co, and Securian Financial Services Inc. In addition to his advisory work, he operates as an independent insurance agent. Royal Road Wealth Partners serves individuals, small businesses, and institutional clients by providing modular financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized portfolios and offers specialized services such as digital asset management and government retirement plan consulting.

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.

Charles Guilbault is a financial advisor at Guilbault Capital with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Chief Financial Officer and Chief Accounting Officer at MedCentris, a wound medicine company. Guilbault Capital provides investment management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, and businesses. The firm offers customized, risk-adjusted, tax-aware investment strategies using a combination of active and passive approaches across multiple asset classes, alongside discretionary and non-discretionary portfolio management and third-party manager selection.

Nicholas Danna IV is a financial advisor at ADG Wealth Management Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at ADG Wealth Management since 2012, with prior experience at Triad Advisors, Inc. Outside of his advisory role, he serves as a youth soccer coach and board member for Louisiana Fire Juniors. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm employs an active money management approach, combining technical and fundamental analysis and using model-based strategies across various asset classes.

Peter Giacona Jr. is a financial advisor at JB Meridian Advisors, LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with JB Meridian Advisors since 2011. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small business owners, and various entities including trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with tailored financial planning services, using a structured interview process and minimum-variance efficient frontier modeling to set diversified, risk-managed asset allocations.