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 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Asset Planning Services since 2016. Asset Planning Services Inc serves individuals, retirement plans, trusts, estates, and business entities, providing investment management along with financial and estate planning. The firm combines discretionary portfolio management with tax, accounting, and business consulting services, managing a relatively large asset base through a two-advisor team.

Nicholas Bowers is a CFP® with 11 years of industry experience, currently serving at Advocacy Financial LLC in Covington, LA. He has held prior roles at firms including Innealta Capital, LLC, Northern Lights Distributors, LLC, and Dimensional Fund Advisors LP. He also works as an independent contractor providing strategic sales and marketing guidance for Innealta Capital. Advocacy Financial serves individual and high-net-worth clients with financial planning, investment advisory, portfolio management, and risk-management services. The firm operates under a fiduciary standard and employs a comprehensive planning approach that integrates business, tax, estate, and insurance considerations, emphasizing risk management and cost-effective portfolio construction.

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.

Brian Parker is a ChFC® with 33 years of industry experience and is currently associated with Rda Financial Network, where he has worked since 2018. He has held roles at several firms, including Open Source and USA Financial Securities, and has operated as a self-employed advisor since 1984. Outside of advisory work, he serves as an educational presenter for Adult Financial Educational Services and provides notary services. Rda Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Sandra Tackett is a financial advisor at Paradiem, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 10 years. Outside of her advisory role, she owns and operates a home-based travel agency through Archer Travel Group. Paradiem serves individuals, high-net-worth families, and charitable organizations with asset management, financial planning, and insurance services. The firm employs a long-term, fundamental analysis investment approach and acts as a coordinating “family CFO” to facilitate comprehensive planning and values-based strategies.

Caleb Kelso is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Next Level Blending, Tyson Foods, and the University of Arkansas-Fayetteville. Paradiem serves individuals, high-net-worth families, and charitable organizations through asset management, comprehensive financial planning, and insurance services. The firm offers discretionary and non-discretionary portfolio management alongside Family Capital Architecture planning, coordinating tax, estate, and charitable giving considerations with a long-term investment approach grounded in fundamental analysis.

Carson Rich is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. Prior to joining Paradiem, he has been involved with Living in South Louisiana DBA CR Holdings, LLC for five years and has work experience at PJ's Coffee and Mandeville High School. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term investment strategies based on fundamental analysis and acts as a coordinating family CFO through structured planning and ongoing portfolio monitoring.

Eric Dunavant is a CFP® with 27 years of industry experience, currently serving at Paradiem, LLC. He has been with Paradiem since 2007 and previously worked with LPL Financial from 2007 to 2017. Outside of his advisory role, he teaches a life skills course at a local private school and is involved in coaching and consulting through his business, IC4 Coaching & Consulting. Paradiem serves individuals, high-net-worth families, and charitable organizations, offering asset management, financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based portfolio management and coordinates comprehensive planning involving tax, estate, and charitable giving considerations.

Craig Marcello is a financial advisor at Turning Point Financial with 26 years of industry experience. He holds the ChFC® designation and several FINRA licenses, and his prior experience includes roles at Ameriprise, Morgan Stanley, Merrill, UBS, and Citigroup. Marcello serves on a local nonprofit board in Covington, Louisiana. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plans, offering financial planning, discretionary investment management, and tax and accounting services through a team-based fiduciary process that utilizes third-party sub-advisers and integrates in-house tax and insurance capabilities.

Robert McAlister is a financial advisor at Foundry Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Meridian Wealth Management and Northwestern Mutual Investment Management. Outside of advising, he owns McAlister Ventures, LLC, a business consulting firm, and serves as a soccer referee for youth and adult games. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs risk-based, diversified portfolios and uses adviser-held discretion to manage client portfolios with an emphasis on long-term allocation.

William Stoner is a financial advisor with Inspire Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His career includes roles at Inspire Investing, Harcon, Inc., Paradiem, LLC, First Baptist Church, E Six Thirteen, LLC, and LPL Financial, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and offers a range of portfolio management, financial planning, and consulting services, frequently utilizing sub-advisors and proprietary ETFs.

Chris Mcelhannon is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Management & Research, Inc. and American National Insurance Company since 1994. Outside of his advisory role, he is president and owner of McElhannon Agency Company, Inc. and owns a branch of TWFG multi-line insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Dustin Mitchell is a financial advisor at Gibbs Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Coppell Advisory Solutions, Kinetic Investment Management, and operates Mitchell Wealth Management LLC and Mitchell Financial Group. Outside of his advisory role, he is active as an independent insurance agent selling fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Brian Becker is a financial advisor with Prospera Financial Services, Inc. in Mandeville, LA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at M Holdings Securities, Inc. and Becker & Suffern, Ltd. Outside of investment advising, Mr. Becker serves on the advisory board for the American College Center for Ethics and is involved in consulting and insurance-related business activities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Keith Duet is a CFA® charterholder with 19 years of industry experience. He has been with Advisory Services Network since 2013. In addition to his financial advisory role, Mr. Duet is an attorney providing legal services, primarily tax consulting and incidental accounting, through his own law firm. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of strategies and implementation options.