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.

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 20 years of experience, currently serving at Advocacy Financial LLC in Covington, LA. He has previously worked with Purshe Kaplan Sterling Investments and Securities America, Inc., among other firms. In addition to his financial advisory role, Prisco is a licensed attorney and serves on the board of a local recreational district. Advocacy Financial LLC serves individual clients, including high-net-worth individuals, as well as trusts, estates, business entities, and retirement plans. The firm provides financial planning, investment management, consulting, and ERISA 3(21) fiduciary services, offering customized portfolios that emphasize asset allocation, tax efficiency, and periodic rebalancing while integrating legal and insurance services.

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 seven years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Branch Wealth Strategies since 2006. Outside of advising, he owns and operates an insurance agency and serves as managing member of a company involved in plane ownership. 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 ongoing advisory support and uses Riskalyze to tailor asset allocations, favoring ETFs to manage cost and tax impact.

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 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.

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® 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.

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.

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.