Joey Agular is a financial advisor with Agular Asset Management LLC in Metairie, LA, holding a Series 65 designation and possessing 34 years of industry experience. He previously worked at Johnson Rice & Company L.L.C. for 30 years and currently serves as a director for two private startup companies. Agular Asset Management LLC provides discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, employing various strategies including options writing and use of derivatives, with client accounts reviewed quarterly for suitability and tax-loss harvesting.

David Huff is the principal of DW Huff Advisory in Chalmette, LA, holding the PFS™ credential along with Series 63 and 65 licenses and bringing 18 years of industry experience. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services for over a decade and has operated DW Huff Consulting, a public accounting firm providing tax services to individuals and businesses, since 2019. DW Huff Advisory is a small independent registered investment adviser serving mainly individual clients while also managing portfolios for institutional clients. The firm offers discretionary portfolio management integrated with accounting and tax services through its affiliated accounting practice and sponsors a wrap fee program, alongside conducting educational seminars and utilizing a range of investment strategies.

Mortimore Kelly is the principal of Mort Kelly Financial Services, LLC in New Orleans, LA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2012. Outside of his advisory role, he serves as the licensed parliamentarian for the New Orleans Association of Health Underwriters, ensuring compliance with organizational bylaws and meeting procedures. Mort Kelly Financial Services provides financial planning, portfolio management, and third-party adviser recommendations focused primarily on mutual funds and exchange-traded funds. The firm customizes investment strategies to client objectives using both fundamental and technical analysis, employing long- and short-term purchase strategies with ongoing monitoring and formal annual reviews.

Brett Terrell is the sole advisor at Terrell Financial Group in Metairie, LA, holding a Series 65 credential with 17 years of industry experience. He has managed Terrell Financial Group since 2008 and is also an owner and agent at Asset Protection Specialties, LLC, where he spends approximately 25% of his time selling insurance products. Terrell Financial Group is a fee-based registered investment adviser serving individual clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, using an individualized investment process that incorporates fundamental, technical, and cyclical analysis, and offers client access to third-party money managers with ongoing oversight.

David Compton is a financial advisor at First Security Financial Wealth Manager, Inc. in Metairie, LA, holding a Series 65 designation with nine years of industry experience. He has operated his own insurance agency since 1985, focusing on insurance sales alongside his advisory work. First Security Financial Wealth Manager provides advisory services primarily for employer retirement plans, including 401(k), 403(b), pension, and profit-sharing plans, offering financial planning and public education seminars. The firm provides limited-scope ERISA 3(21) fiduciary services on a non-discretionary basis, working with third-party investment managers and emphasizing pension consulting and participant workshops.

Todd Tillery is a CFA® charterholder with 19 years of industry experience. He has worked at Deane Retirement Strategies, Inc. since 2002. The firm provides discretionary portfolio management and offers financial and retirement planning services to individual and high-net-worth investors, trusts, estates, and employer-sponsored retirement plans. Deane Retirement Strategies employs a balanced investment approach using stocks, bonds, and ETFs, including some alternative ETF strategies and cryptocurrency exposure, while also providing specialized retirement-plan solutions for plan sponsors.

Ryan Swayze is a financial advisor with Bellingrath Wealth Management, L.L.C. in New Orleans, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Services, Regions Bank, and Morgan Stanley. Bellingrath Wealth Management serves individuals, families, trusts, non-profits, and businesses, offering portfolio management alongside integrated financial, retirement, and estate planning services. The firm utilizes a customized investment approach with discretionary management options and sponsors its own wrap fee program, managing approximately $196 million in assets.

Michael Sellitto is a financial advisor with Royal Road Wealth Partners, LLC in New Orleans, LA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Co, and Securian Financial Services Inc. In addition to his advisory work, he operates as an independent insurance agent. Royal Road Wealth Partners serves individuals, small businesses, and institutional clients by providing modular financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized portfolios and offers specialized services such as digital asset management and government retirement plan consulting.

Trevor Thompson is a Series 65-registered advisor at Crescent Sterling Ltd. in Metairie, LA, with two years of industry experience. Prior to joining Crescent Sterling, he held positions at Capitol Imaging Services, Carr, Riggs & Ingram, and Jackson & Jackson, PLLC, among others. He is also the owner and principal of TWT Consultants, LLC, a consulting business engaged in various projects outside of investment activities. Crescent Sterling Ltd. provides investment management, financial planning, and consulting services to individual clients, corporations, retirement plans, foundations, and trusts. The firm primarily manages discretionary accounts using a bottom-up equity process focused on earnings growth and fundamental valuation, supplemented by laddered fixed-income holdings and selective use of ETFs or money-market positions.

Charles Guilbault Jr. is a financial advisor at Guilbault Capital with 23 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 10 years and Wells Fargo Clearing for 8 years. Outside of advising, he serves as Chief Financial Officer and Chief Accounting Officer for a wound medicine company, where he assists with strategic planning. Guilbault Capital provides investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, and businesses. The firm uses a mix of active and passive strategies to construct risk-adjusted, tax-aware portfolios tailored to client needs and conducts ongoing portfolio monitoring and client reviews.

Nicole Stoufflet is a financial advisor at Rothwell Investment Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2013 before joining Rothwell Investment Advisors in 2026. Based in New Orleans, LA, she is part of a three-advisor team at Rothwell. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with financial planning. The firm manages over 700 client accounts through its wrap fee program and constructs portfolios using fundamental, technical, and quantitative analysis alongside Modern Portfolio Theory.

Nicholas Danna IV is a financial advisor at ADG Wealth Management Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at ADG Wealth Management since 2012, with prior experience at Triad Advisors, Inc. Outside of his advisory role, he serves as a youth soccer coach and board member for Louisiana Fire Juniors. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm employs an active money management approach, combining technical and fundamental analysis and using model-based strategies across various asset classes.

Peter Giacona Jr. is a financial advisor at JB Meridian Advisors, LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with JB Meridian Advisors since 2011. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small business owners, and various entities including trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with tailored financial planning services, using a structured interview process and minimum-variance efficient frontier modeling to set diversified, risk-managed asset allocations.

Michael Yest is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Deane Retirement Strategies, Inc. since 2001 and has also been affiliated with Tulane University since 2000. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a Balanced Management Style that combines equities, fixed income, and cash, with a focus on ETFs and tactical strategies including non-leveraged inverse, enhanced ETFs, and optional cryptocurrency exposure.

Daniel Meyers is a financial advisor at Crescent City Retirement Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly in construction and was a full-time student for seven years. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and occasionally options or fee-based variable annuities.

Anthony Cangemi is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Crescent City Retirement Group since 2008 and is also the managing member of Crescent City Insurance Group, where he spends approximately half of his time. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and, when appropriate, options or fee-based variable annuities.

Keith Deane is a CFP® professional with 16 years of experience in financial advising. He has been with Deane Retirement Strategies, Inc. since 2010, where he is part of a four-advisor team based in New Orleans, LA. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm is known for its Balanced Management Style, using a diversified portfolio with tactical ETF strategies and serving as an ERISA investment manager for collectively managed 401(k) programs.

Karla Marcello is a financial advisor at Guilbault Capital with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services and UBS Financial Services. Guilbault Capital provides investment management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, and businesses. The firm employs customized, risk-adjusted, tax-aware investment strategies using a combination of active and passive approaches across various asset classes.

Cary Amann is a financial advisor with A V Capital Management, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with A V Capital Management since 2007. A V Capital Management is a two-advisor registered investment adviser managing approximately $57 million for individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and limited investment-related consulting, using client-specific investment objectives across equity, balanced, and fixed-income styles.

Mark Provenzano is a financial advisor at Hedged Private Wealth with 12 years of industry experience. He holds a Series 65 designation and has previously worked at CoreCap Investments, Inc. He is also a partner in several medical brokerage-related companies but does not devote time to their operations. Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses. The firm offers educational seminars and uses a variety of investment strategies, including index ETFs, mutual funds, and complex instruments, while often employing performance-based fee arrangements.