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Dwight F

Series 63, Series 66

Mandeville, LA

LaSalle St. Investment Advisors, L.L.C.

Dwight Fontana is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 41 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at LaSalle St. Securities, LLC since 2002. Outside of his advisory role, he is president and owner of an aviation consulting business and pilots charter aircraft. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs with a focus on diverse asset allocation, including mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Brian J

Series 65, Series 63

Mandeville, LA

Meridian Wealth Management, LLC

Brian Jones is a financial advisor with Meridian Wealth Management, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. Prior to joining Meridian in 2023, he worked at Northwestern Mutual in various capacities from 2016 to 2023. He is also an insurance agent involved in sales of fixed insurance products and office oversight through a separate business activity. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, focusing on IPS-driven advice and managing most client relationships on a discretionary basis using a range of investment strategies.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Michael B

Series 65, Series 63

Mandeville, LA

Meridian Wealth Management, LLC

Michael Bazile is a financial advisor with Meridian Wealth Management, LLC in Mandeville, LA, holding Series 65 and Series 63 licenses and having six years of industry experience. He previously worked at Northwestern Mutual in several divisions from 2017 to 2023 and earlier at Steven Dugal and Paul Hodge. Bazile is also an insurance agent involved with Varsity Wealth, a related business focused on sales of fixed insurance products. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a broad range of investment strategies.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Troy R

Series 63, Series 66

Slidell, LA

Arkadios Wealth Advisors

Troy Richards is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 19 years before joining Arkadios in 2024. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, combining advisor-managed accounts, third-party money managers, and financial planning. The firm employs an integrated operating model supported by an internal portfolio team and provides a range of advisory and reporting services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Paul H

Series 63, Series 65

Mandeville, LA

Meridian Wealth Management, LLC

Paul Hodge is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Northwestern Mutual and its affiliated companies for over 15 years. Hodge serves as a director for The Nehemiah Project, a nonprofit organization based in Mandeville, Louisiana. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning services, emphasizing IPS-driven, tailored advice primarily through equities, ETFs, mutual funds, fixed income, and selective alternative strategies.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Joseph P

Series 63, Series 65

Slidell, LA

SPC

Joseph Pearson is a financial advisor with SPC in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Sigma Planning Corporation and Sigma Financial Corporation since 2009. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, allowing for a broad range of fiduciary and non-fiduciary retirement services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Davis S

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Davis Scharp is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Sanctuary Advisors, he held roles at Sanctuary Securities, Inc., the United States Marine Inc., and The Lyric. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and maintains a range of investment platform affiliations.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Larry W

ChFC®, Series 63

Mandeville, LA

Ameritas Advisory Services, LLC

Larry Ward is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles within affiliated Ameritas entities since 1989. In addition to his advisory work, he serves as president of Advantage Network, Inc., where he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial and execution platforms, supporting advisory relationships on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Tracy C

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Tracy Clanton is a Series 66-registered financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She has worked at Sanctuary Advisors since 2020, and previously held roles at Bank of America and Merrill Lynch. Clanton serves as a member of the Slidell Civil Service Board, an independent board that oversees personnel-related appeals and rulemaking for the City of Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers various portfolio management options through a network of more than 400 independent advisers and employs multiple analytical approaches, acting as a fiduciary where advisory agreements exist.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Steven L

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Steven Longo is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He has been with Sanctuary Wealth since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, financial planning, retirement plan consulting, and other services using various investment approaches and platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Chris C

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Chris Collins is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His previous roles include positions at Bank of America, N.A. and Merrill. He is based in Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies under firm supervision and offers a range of portfolio management options along with fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Theodore L

Series 63, Series 65

Slidell, LA

Sanctuary Advisors, LLC

Theodore Longo is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, where he worked for over three decades combined. Longo serves on the executive board of the Pine Burr Area Council for the Boy Scouts of America and is a board member of the Brothers of the Sacred Heart Foundation, a Catholic charitable and educational organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers offering portfolio management, retirement plan consulting, and access to various managed account platforms, delivering advice with a range of analytical approaches while acting as a fiduciary under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Jennifer T

ChFC®, Series 63

Slidell, LA

Eagle Strategies (NY Life)

Jennifer Taranto is a ChFC® professional with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2017, and prior to that, she was involved with Plexus Worldwide and Absolute Pressure Washing, LLC. Taranto is the president of Professional Women of St. Tammany, an organization that supports women through networking, education, and scholarships. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm operates within the New York Life affiliate network and emphasizes tailored recommendations for clients and plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Wayne S

Mandeville, LA

Ameritas Advisory Services, LLC

Wayne Schmidt is a financial advisor with Ameritas Advisory Services, LLC, holding 39 years of industry experience. He has held roles at various firms including Ameritas Investment Company, LLC and Capital Management Group LLC, where he serves as managing partner. Schmidt is also licensed as an independent insurance agent and is involved in multiple business ventures related to insurance and investment services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Wilfred C

Series 63, Series 65

Slidell, LA

SPC

Wilfred Cortez Jr. is a financial advisor at SPC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with SPC since 2002, alongside prior roles at Parkland Securities and his own firm, Will Cortez. Outside of advisory work, he is involved with Will Cortez Insurance Agency, Inc., which sells life, health, cancer, and Medicare supplement insurance products. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and both discretionary and nondiscretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Todd M

CFP®, Series 63

Slidell, LA

CWM, LLC

Todd Melerine is a CFP® with 26 years of experience in financial services. He is affiliated with CWM, LLC and has worked at firms including LPL Financial and Cetera Wealth Services. He also owns a tax and accounting business where he provides tax planning and CPA services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of retirement-plan and advisory services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephanie L

Series 63, Series 66

Slidell, LA

Sanctuary Advisors, LLC

Stephanie Lawson is a financial advisor with Sanctuary Advisors, LLC in Slidell, LA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Merrill from 2006 to 2020 and has been with Sanctuary Securities, Inc. since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a range of investment strategies and analytical approaches, offering both discretionary and non-discretionary account management through multiple platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Rushton B

Series 63, Series 65

Mandeville, LA

Centaurus Financial, Inc.

Rushton Barrosse Sr. is a financial advisor with Centaurus Financial, Inc. in Mandeville, LA, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has been with Centaurus Financial since 1995. Outside of his advisory role, he participates in insurance-related businesses, including serving as a director and officer at South Shore Insurance Group, Inc., where he is involved in selling and servicing fixed, life, disability, and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of platforms and employs both discretionary and non-discretionary investment approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Richard D

Series 63, Series 65

Mandeville, LA

Eagle Strategies (NY Life)

Richard Dennie III is a financial advisor with Eagle Strategies (NY Life) in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with New York Life Insurance Company since 2001 and has operated Dennie Financial Solutions, LLC since 2015. Outside of advisory work, he serves as a board member for the St. Tammany Chamber, assisting local businesses in the parish. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Chad D

Series 66

Slidell, LA

Raymond James & Associates

Chad Dusang is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Merrill, and Bank of America. He is based in Slidell, Louisiana. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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