Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.

Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.

John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Gianni Toce is a financial advisor with TOCE Financial Group LLC, holding a Series 65 license and three years of industry experience. He has worked at Toce Financial Group since 2021 and previously held positions at UL Lafayette and the Louisiana School for the Visually Impaired. TOCE Financial Group primarily serves individual investors, managing approximately $19.2 million for about 129 clients through a team of three advisors. The firm provides portfolio management and investment advisory services with a compliance program overseen by a chief compliance officer who holds a law degree and state bar admission.

Ryan Kropog is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2006 and founded Kropog Financial Group, LLC in 2016, where he continues to provide financial planning and advisory services. Kropog Financial Group serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm offers discretionary and non-discretionary portfolio management with a focus on long-term, customized portfolios primarily using low-cost ETFs, supplemented by mutual funds, individual equities, REITs, and alternatives.

Christopher Rodriguez is a financial advisor with Kropog Financial Group, LLC, holding a Series 66 designation and four years of industry experience. His background includes roles at Kropog Financial Group, LPL Financial, Iberia Bank, and Tulane University. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm operates as a fiduciary, focusing on long-term, customized portfolios primarily built with low-cost ETFs and employs a mix of analytical approaches for investment selection and portfolio construction.

Eric Maxwell is a financial advisor at Eagle Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Eagle Capital Management since 2011. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and exchange-traded funds, using fundamental, technical, and cyclical analysis tailored to client objectives.

Matthew Greene is a financial advisor at Pelican Advisory LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial. He serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory provides comprehensive financial planning and discretionary portfolio management primarily for families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm emphasizes individualized risk assessment and ongoing advisory support, utilizing a variety of investment vehicles and leveraging LPL Financial’s advisory programs and custodial services.

Raymond Jenkins Jr. is a Series 66 licensed advisor with 19 years of industry experience. He is currently with Live Oak Wealth Management, LLC and also serves as principal and manager of WeInsure Smart, LLC, a property and casualty insurance agency. His prior experience includes roles at Purshe Kaplan Sterling Investments, Securities America Advisors, and Live Oak Financial Group. Live Oak Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and other advisory firms. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods to manage diversified portfolios on a discretionary basis, tailored to each client's needs.

Joseph Zinsel is a financial advisor at Open Source Investments, LLC with 16 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to joining Open Source Investments in 2017. Outside of his advisory work, he serves as managing member of ZFT LLC and managing partner of Mile End Capital Management LLC, both unrelated to investment advisory services. Open Source Investments provides discretionary asset management to individuals, small businesses, retirement plans, trusts, foundations, and corporations. The firm utilizes two distinct strategies—one focused on actively managed mutual funds and another incorporating ETFs with technical and economic analysis—serving a client base primarily of non-high-net-worth individuals and small businesses.

Christopher Smith is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He has worked at Smith Securities LLC since 2017 and previously at Hancock/Whitney Investment Services, Inc. for one year. Smith Securities LLC provides advisory and consulting services to individual and high-net-worth clients, as well as retirement-plan sponsors. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term trading orientation and delivers financial consulting and retirement-plan services while directing investment management to third-party advisers.

Claude Duet is a financial advisor at Asset Planning Services Inc in Covington, LA, with 19 years of industry experience. He holds the Series 65 designation and has been associated with Asset Planning Services since 1979. Asset Planning Services Inc serves individuals, retirement plans, trusts, estates, and business entities by providing financial and estate planning, investment management, business consulting, accounting, and tax return preparation. The firm manages approximately $345.6 million in client assets and emphasizes a comprehensive client review process, balanced portfolio construction, and integration of tax and accounting services.

Andre Toce Jr. is a financial advisor with Toce Financial Group LLC in Mandeville, LA, holding a Series 65 designation and nine years of industry experience. He worked at Fmsa from 2015 to 2018 before joining Toce Financial Group, where he has been since 2018. Toce Financial Group serves primarily individual investors, managing approximately $19.2 million for about 129 clients. The firm provides portfolio management and investment advisory services and is notable for including hypothetical performance examples in its brochure, which is uncommon among peers.

Richard Martin is a financial advisor at Martin & Associates Investment Advisory Services LLC with 44 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Osaic Wealth, Inc. and FSC Securities Corporation, Inc. prior to his current role. Martin also manages variable annuity contracts as part of his insurance-related activities. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, utilizing exchange-traded funds and a sector-rotation investment approach. The firm offers managed account programs, third-party manager options, and ERISA 3(38) services to retirement-plan sponsors, managing approximately $63–64 million across 250 client relationships.

James Kropog Jr. is a CFP® professional with 41 years of experience in the financial services industry. He has been with Kropog Financial Group, LLC since 2016 and has also worked at LPL Financial since 2004. His work primarily involves providing financial planning and investment advisory services. Kropog Financial Group serves individuals, trusts, estates, businesses, and retirement plans with approximately $160 million in assets under management across about 220 client relationships. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan advisory, using a long-term, customized investment approach focused on low-cost ETFs alongside other asset types.

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.

Christopher Clayton is a financial advisor with Cornerstone Advisory in Mandeville, LA, holding Series 63 and Series 65 registrations and bringing 15 years of industry experience. He has been associated with Ohio National Life Insurance since 2002. Outside of his advisory role, Clayton owns and operates a life and disability insurance sales business and is involved in business referral services for mergers and acquisitions. He also has a minor role in managing a local stump removal company run by his daughter. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients, offering portfolio management along with broader financial planning and advisory services. The firm uses a fundamentally driven investment analysis approach and provides substantial non-securities advice, including tax, insurance, and estate planning.

Beau Thurman is a financial advisor at Cornerstone Advisory with two years of industry experience. Prior to his advisory role, he worked eight years at Advantage Payroll Services and has continued in the payroll and HR field since 2018. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients with portfolio management and broader financial planning and advisory services. The firm employs a proprietary “Financial Engineering” process and fundamentally driven investment analysis, providing primarily non-discretionary client relationships with comprehensive advice that often includes tax, insurance, and estate planning.

Kevin Drummond is a financial advisor at Cornerstone Advisory with three years of industry experience. He has previously worked at Infinity International Inc. since 2019 and has experience in education and fitness through roles at Home Education Center, Slidell High School, and E.P.I.C Fitness Systems, LLC. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and businesses by providing portfolio management alongside comprehensive financial planning and advisory services. The firm emphasizes a fundamentally driven investment approach and employs a proprietary “Financial Engineering” process to develop economic models for client reviews and planning.