Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC and has held roles outside finance, including as a professional tennis instructor. Pelican Advisory provides comprehensive financial planning and discretionary portfolio management primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, and pension plans. The firm emphasizes individualized risk-based asset allocations and ongoing advisory support, coordinating implementation with outside professionals.

Andrew Stewart is a financial advisor at WMS Group LLC with six years of industry experience. He holds a Series 65 designation and has worked at WMS Group since 2019 and AMS Resources Network since 2017. He is also a licensed insurance broker for property and casualty, life, and health insurance. WMS Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and business entities. The firm manages accounts on a discretionary basis using fundamental and cyclical analysis and offers specialized services for held-away defined contribution plan participant accounts.

Stephen Satterlee is a financial advisor with Live Oak Wealth Management, LLC in Covington, LA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Simplicity Investments, Purshe Kaplan Sterling Investments, and Securities America Advisors, among others. Outside of advising, he is involved in several business management roles, including serving as president of Morning Star Strategic Management, Inc. and managing member of Thousand Oaks, LLC. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate-planning reviews to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses a long-term, quantitatively informed investment approach and manages portfolios including equities, fixed income, alternatives, and insurance products on a discretionary basis.

Daniel Haar is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaches soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate planning for individuals, charitable organizations, and business entities. The firm uses a blend of fundamental and quantitative analysis within a long-term, discretionary investment approach and offers access to a broad range of instruments including equities, fixed income, alternatives, and insurance products.

David Simpson is a financial advisor with The Fiscal Fitness Company, Inc. in Mandeville, LA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at The Fiscal Fitness Company since 2006. In addition to advisory services, he is involved in life insurance sales. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, managing portfolios mainly through no-load and load-waived mutual funds and ETFs. The firm serves both individual and high-net-worth clients and offers financial consulting alongside its advisory and insurance services.

Joseph Prisco Jr. is a CFP® professional with over 20 years of industry experience, currently serving with Advocacy Financial LLC. His background includes positions at Purshe Kaplan Sterling Investments, Securities America, Inc., and Morgan Keegan & Company, LLC. In addition to his financial advisory work, he is an attorney licensed in Louisiana and serves as a board member for the Recreational District 14 in St. Tammany Parish, Louisiana. Advocacy Financial LLC provides financial planning, investment advisory, portfolio management, and risk-management services primarily to individual and high-net-worth clients. The firm uses a fiduciary standard and integrates legal, tax, and estate planning with portfolio construction based on diversification and asset allocation principles.

Thomas Hughs is a financial advisor at Smith Securities LLC in Covington, LA, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior roles include positions at Consortium Private Wealth LLC, The Prudential Insurance Company of America, and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves on the boards of several social and nonprofit Mardi Gras organizations in Louisiana. Smith Securities provides advisory services primarily to individual and high-net-worth clients, focusing on portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading strategies and tailored recommendations based on fundamental analysis and modern portfolio theory, without managing assets internally.

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 a background that includes leadership roles at Pelican Family Office and ownership of Branch Wealth Strategies, an insurance agency. Outside of advisory services, he is involved in business activities such as owning a managing member position in Blue Ocean LLC, which includes plane ownership. Pelican Advisory provides comprehensive financial planning and discretionary portfolio management primarily for families with assets of $1 million or more, as well as business owners, high-net-worth individuals, and pension plans. The firm emphasizes ongoing advisory support, uses Riskalyze to tailor asset allocations with a preference for ETFs, and integrates insurance products through its licensed personnel.

Kenneth Ross is a CFA® charterholder with 20 years of industry experience. He has been with Eagle Capital Management, LLC since 2000 and currently serves as one of two advisors at the firm. 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 ETFs, integrating fundamental, technical, and cyclical analysis tailored to client objectives.

Leo Labourdette Jr. is a CFP® professional with 38 years of industry experience, currently serving at Martin & Associates Investment Advisory Services LLC since 2009. He previously worked at FSC Securities Corporation and OSAIC. Labourdette also owns a sole proprietorship involved in life and fixed annuity sales. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, employing a sector-rotation strategy primarily using exchange-traded funds. The firm manages approximately $63–64 million across about 250 client relationships and offers both discretionary and non-discretionary arrangements, including ERISA 3(38) investment services for retirement-plan sponsors.

Lawrence Spinosa is a financial advisor with Spinosa Wealth Management Group, holding the CFP® and ChFC® designations and over 39 years of industry experience. He has been with Spinosa Wealth Management Group since 2014 and has prior experience at LPL Financial and Spinosa & Associates, where he also maintains a CPA practice focused on tax preparation and accounting. Spinosa Wealth Management Group provides investment advice and planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers wrap portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to portfolio construction.

Jordan Spinosa is a CFP® professional with 12 years of industry experience. He is principal at Spinosa Wealth Management Group, which he has been associated with since 2016, and has also worked with LPL Financial during this time. Outside of investment advisory services, Spinosa is involved with JRS & Associates, a business entity for tax and investment purposes. Spinosa Wealth Management Group provides advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $191 million in discretionary assets. The firm offers wrap portfolio management alongside standalone financial planning and pension consulting, employing diverse analytical methods and advanced investment techniques within its discretionary management approach.

Jillian Nelson is a financial advisor at Asset Planning Services Inc with 21 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Johnson Rice & Company L.L.C. for 13 years before joining her current firm. 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 fee-only firm manages client assets on both discretionary and non-discretionary bases, emphasizing capital preservation and periodic portfolio reallocation through a combination of fundamental and technical analysis.

Rachel Simpson is a financial advisor with The Fiscal Fitness Company, Inc. in Mandeville, LA, holding 20 years of industry experience. She has been with The Fiscal Fitness Company since 2006 and has also worked as a homemaker since 2002. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, managing accounts on both discretionary and non-discretionary bases. The firm primarily uses no-load and load-waived mutual funds and ETFs, following a strategy that includes fundamental and technical analysis along with the NoLoad FundX “upgrading” approach.

Nicholas Bowers is a CFP® professional with 11 years of industry experience, currently serving at Advocacy Financial LLC in Covington, LA. He has held roles at Innealta Capital, LLC, Northern Lights Distributors, LLC, AFAM Capital, Inc., DFA Securities LLC, and Dimensional Fund Advisors LP. In addition to his advisory work, he provides strategic sales and marketing guidance as an independent contractor for Innealta Capital, LLC. Advocacy Financial serves individual and high-net-worth clients offering financial planning, investment advisory, and risk-management services. The firm operates under a fiduciary standard, combining comprehensive planning with portfolio management approaches based on modern and post-modern portfolio theory.

William Stewart is a financial advisor with WMS Group LLC in Folsom, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has been with WMS Group LLC since 2012. Outside of his advisory role, Stewart serves as Vice President of the Miracle Children's Foundation, a nonprofit that provides iPads to children with cancer in hospitals, where he is involved in fundraising and organizing activities. WMS Group LLC offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and business entities. The firm employs a written Investment Policy Statement for each client and manages accounts on a discretionary basis, utilizing fundamental and cyclical analysis across a range of investment strategies.

Courtney Valentine is a CFP® and holds a Series 66 license with five years of industry experience. She has worked with Kropog Financial Group, LLC and LPL Financial since 2022, and previously held roles at Ameriprise Financial. 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 and focuses on long-term, customized portfolios using primarily low-cost ETFs along with other investment vehicles.

Matthew Sullivan is a financial advisor at Paradiem, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at First Guaranty Bank for four years. Paradiem serves individuals, high-net-worth families, and charitable organizations through asset management, comprehensive financial planning, and insurance services. The firm focuses on long-term, fundamental analysis to build customized portfolios and provides coordinated planning that integrates tax, estate, and charitable giving considerations.

Craig Marcello II is a financial advisor with Turning Point Financial in Covington, LA. He holds a Series 65 designation and has been in the industry since 2024. His prior work experience includes roles at Morris and Dickson and Armor Documentation, among others. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services and uses a team-based, fiduciary planning process with a combination of customized and model portfolio solutions.

Milton Brown is a financial advisor at Paradiem, LLC with a Series 65 designation and two years of experience at the firm. Prior to joining Paradiem, he worked at Prepare International for 18 years and is currently involved with Impact Kingdom Group, LLC. Paradiem serves individuals, high-net-worth families, and charitable organizations, offering asset management, comprehensive financial planning, and insurance services. The firm employs a long-term investment approach based on fundamental analysis and provides coordinated family capital architecture planning that integrates tax, estate, and charitable giving considerations.