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.

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.

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-licensed financial advisor at Crescent Sterling Ltd. with one year of experience in the industry. Prior to joining Crescent Sterling, he held positions at Gulf Coast Bank and Trust, First National Bankers Bank, and several other organizations across various fields. Crescent Sterling, Ltd. provides investment management, financial planning, and consulting services to individuals, corporations, retirement plans, foundations, and trusts. The firm primarily manages discretionary accounts using a bottom-up equity strategy focused on earnings growth and fundamental valuation, complemented by laddered fixed-income holdings and selective use of ETFs or money-market positions.

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.

Robert Colomb is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has been with Colomb Investment Management Co, LLC since 2006. Outside of his advisory role, he owns and operates a non-investment related payroll services business. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often utilizing strategic allocations with occasional tactical adjustments.

Andrew Pool is a financial advisor at Regatta Research & Money Management L.L.C. in Metairie, LA, holding a Series 66 designation with 22 years of industry experience. He has been with Regatta since 2002. Outside of advisory work, he owns and operates a construction and remodeling business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, pension plans, trusts, and businesses. The firm employs a six-advisor team managing over $172 million in assets, offering customized portfolio management that includes a range of traditional and alternative investments, with an analytical approach incorporating fundamental, technical, and quantitative analysis.

Rudy Blanchard is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Regatta Research & Money Management L.L.C. since 1998. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a range of clients including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios using a team approach and employs an analytical investment process that incorporates fundamental, technical, and quantitative analysis along with complex and alternative investment strategies.

Eric Greschner is a financial advisor with Regatta Research & Money Management L.L.C. in Metairie, LA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Regatta Research & Investment Management since 1997. Outside of his primary advisory role, he is a member of The TOD Index, LLC, which creates and markets a proprietary national real estate price index focused on properties near transportation nodes, and a partner in Priority Funds, LLC, which analyzes private and crowdfunded real estate investments. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, and charitable organizations. The firm employs a team approach with six advisors and manages over $172 million in assets, offering customized portfolio management that incorporates a range of investment vehicles and employs analytical methods such as Monte Carlo simulations, portfolio stress tests, and derivatives-based strategies.

Claudia Hayden is a CFP® professional with 22 years of industry experience, currently serving at Regatta Research & Money Management L.L.C. since 2003. She holds a Series 66 license and has a background that includes founding an interior decorating and wholesale furniture business. Regatta Research & Money Management is a fee-only advisory firm managing approximately $211 million for around 550 clients, offering financial planning, asset allocation, and discretionary portfolio management. The firm combines fundamental, technical, and quantitative analysis to build customized portfolios that incorporate a range of investment vehicles, including less common structures and derivative strategies.

Michael Babin Jr. is a financial advisor at Colomb Investment Management Company, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Colomb Investment Management since 2018. In addition, he has worked as an independent insurance agent licensed in life, disability, and fixed annuities since 1996. Colomb Investment Management Company provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often using strategic allocations combined with tactical adjustments.

Blair Barbier is a financial advisor with Regatta Research & Money Management L.L.C., holding 21 years of industry experience. He has been with Regatta since 2001 and is also a baseball player with the Chicago Cubs organization since 2000. Regatta Research & Money Management is a fee-only advisory firm serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an analytical investment approach that includes fundamental, technical, and quantitative analysis, and offers a range of strategies incorporating alternative and structured investment solutions.

Katy Hane is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds a Series 65 credential and has previously worked at firms including TruWealth Advisors, Cetera, Avantax, and JPMorgan Chase. Outside of her advisory role, she serves as a treasurer for a homeowners association and is a volunteer member and registered agent for a local LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations, providing a range of investment management, financial planning, and multi-family office services.

Charles Simmons is a financial advisor with Waverly Advisors, LLC, holding the CFP® and ChFC® designations and carrying 35 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors, LLC. He serves as president of the Vintage Condo Association and is a board member of Baptist Community Ministries. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office offerings.

David Mire Jr. is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors, LLC. Mire is also a licensed insurance agent, selling fixed products for various insurance carriers. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private-market allocations. The firm supports over 220 advisors and offers comprehensive services including financial planning, retirement consulting, and multi-family office solutions.

Matthew Rodrigue is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at TruWealth Advisors, Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and IBERIA Capital Partners. He serves as a board member of the Drew Rodrigue Foundation, which organizes events to raise money for cancer research, and also sits on the board of a family-owned sugar cane and land business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and multi-family office services.

Cory Faucheux is a financial advisor at Waverly Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, Inc., and TruWealth Advisors, LLC. Outside of his advisory role, he owns and manages businesses related to marine equipment leasing and international charter consulting. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting services.

Erin Vasseur is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining Waverly Advisors in 2026, she worked at TruWealth Advisors, LLC and Purshe Kaplan Sterling Investments, following an 18-year tenure at Ameriprise Financial Services, Inc. She is also a licensed insurance agent involved in selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional and alternative investment strategies, provides a range of wealth management services, and is notable for its affiliations with a state-chartered trust company, private fund management, and related tax and accounting businesses.

Garrett Ulmer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Ulmer is also a licensed insurance agent, selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm manages a range of portfolios using both traditional and alternative strategies and offers financial planning, retirement consulting, and multi-family office services.