Jordan Spinosa is a CFP® professional with 11 years of experience in financial advising. He is currently with Spinosa Wealth Management Group, where he has worked since 2016, and has also been affiliated with LPL Financial since 2014. Outside of his advisory role, he is involved with JRS & Associates, a business entity for tax and investment purposes. Spinosa Wealth Management Group provides investment advice and planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, technical, quantitative analysis, and Modern Portfolio Theory to manage discretionary portfolios, offering active strategies including options, short sales, and structured products.

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.

Nicholas Bowers is a CFP® with 10 years of industry experience, currently serving as an advisor at Advocacy Financial LLC in Covington, LA. He has held roles at firms including Innealta Capital, LLC, Northern Lights Distributors, LLC, AFAM Capital, Inc., DFA Securities LLC, and Dimensional Fund Advisors LP. Outside of his advisory work, he is engaged as a Director of Business Strategy at Innealta Capital, LLC, providing strategic sales and marketing guidance. Advocacy Financial LLC serves individual clients—including high-net-worth individuals—as well as trusts, estates, business entities, pension plans, and charitable organizations. The firm offers financial planning, investment management, and ERISA 3(21) fiduciary services, employing customized portfolios based on asset allocation and diversification principles, and integrates legal and insurance services through affiliated professionals.

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 financial advisor with RDA Financial Network, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked at RDA Financial Network since 2018. His prior roles include positions at Open Source and USA Financial Securities, and he operates Advanced Financial Concepts, where he is involved in life and health insurance sales. He also provides notary services and participates as an educational presenter for Adult Financial Educational Services. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisor and wrap fee programs. The firm employs a network of independent advisers who use proprietary models and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment approach.

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 26 years of industry experience, currently serving at Paradiem, LLC. He has worked with Ic4 Strategies, Llc since 2014 and was affiliated with LPL Financial from 2007 to 2017. Outside of his advisory work, Dunavant teaches a life skills course at a local private school and is actively involved in community organizations, including serving on boards and leading coaching and consulting ventures. 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, fundamental investment analysis and coordinates tax, estate, and charitable giving strategies through its Family Capital Architecture planning.

Craig Marcello is a financial advisor at Turning Point Financial with 26 years of industry experience. He holds the ChFC® designation along with Series 65, 66, and 63 licenses. Prior to joining Turning Point Financial, he worked at Ameriprise, RoseStone Wealth Advisors, and ran his own advisory firm, Marcello Wealth Advisory LLC. He serves on the board of a local organization in Covington, LA. Turning Point Financial serves individual and family clients, business owners, and retirement plans by offering financial planning, discretionary investment management, and tax and accounting services. The firm employs a team-based fiduciary planning process with integrated in-house tax and accounting capabilities and utilizes third-party sub-advisers and custodial platforms for portfolio management.

Robert Mc Alister is a financial advisor at Foundry Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Meridian Wealth Management and Northwestern Mutual Investment Services. Outside of advising, he is involved in business consulting through McAlister Ventures, LLC and serves as a referee for youth and adult soccer games. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs diversified, risk-based portfolios using a range of investment approaches and offers ongoing portfolio monitoring with formal annual reviews.

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 four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Coppell Advisory Solutions and Kinetic Investment Management, Inc. He is also involved in Mitchell Financial Group, where he sells fixed annuities, fixed indexed annuities, and life insurance independently. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Brian Becker is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. Prior to joining Prospera in 2018, he worked at M Holdings Securities, Inc. and Becker & Suffern, Ltd. He serves on the advisory board for the American College Center for Ethics and is involved in several insurance-related business activities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

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.

Richard Danielson is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Benjamin F Edwards & Co, and Purshe Kaplan Sterling Investments. Danielson serves on multiple nonprofit and civic boards, including the HeartGift Foundation, Lakeview Regional Medical Center, and the St. Tammany Chamber of Commerce, and volunteers as an instructor for the Young Entrepreneurs Academy. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios of ETFs, mutual funds, and other securities, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Daniel Palomino is a financial advisor with Advisory Services Network, holding a Series 65 designation and beginning his industry career in 2026. He has previously worked at Simon & Simon Wealth Management and held various roles outside the financial industry, including positions in education and hospitality. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, utilizing a broad range of securities and third-party managers.