William Thompson is a CFP® and CFA® with 19 years of industry experience. He has been with Crescent Sterling Ltd. since 1992. Crescent Sterling Ltd. advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm manages approximately $214 million in client assets through a three-advisor team and employs an internal investment committee to guide investment decisions.

Mia Provenzano is a financial advisor at Hedged Private Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Deloitte for two years. Hedged Private Wealth offers discretionary asset management and financial consulting services to individuals, high-net-worth clients, and small businesses, using client-specific investment programs and a range of analytical methods including technical and fundamental analysis. The firm also provides educational seminars and employs performance-based fee arrangements for some clients.

Ashley Graham is a financial advisor at Hedged Private Wealth with six years of industry experience. She holds the Series 65 designation and has worked at Hedged Private Wealth since 2020, following prior roles at Telerecovery and Kenner Seafood. Hedged Private Wealth offers discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses, while also serving as a sub-advisor to third-party advisors. The firm utilizes client-specific investment programs and employs a range of strategies including index ETFs, technical and fundamental analysis, and complex instruments for hedging and tactical trading.

Richard Clement is a financial advisor with Pebble Management Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Pebble Management Group and Pebble Asset Management since 2009. Clement also serves as a FINRA arbitrator and is involved in commodity pool operations as president of Pebble Asset Management. Pebble Management Group is a state-registered investment adviser providing discretionary investment supervisory services and money management to a range of clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach focusing on quality securities, diversification, and lower portfolio volatility, managing portfolios for allocation and tax efficiency.

Anthony Cangemi Jr. 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 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 generally pursues a long-term, discretionary investment approach, utilizing a range of securities and third-party managers, and maintains a relatively high client load across its four-advisor team.

Michele Von Hoven is a financial advisor at Pebble Management Group with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Realty Executives International since 2011. In addition to her advisory role, she performs duties as a civil law notary, notarizing legal documents and handling incorporations and wills. Pebble Management Group is a state-registered investment adviser serving individuals, trusts, estates, retirement plans, and various business entities. The firm employs a top-down investment approach focused on quality securities, diversification, and lower portfolio volatility, tailoring portfolios to client goals and tax considerations.

Carrie Provenzano is a financial advisor at Hedged Private Wealth with eight years of industry experience. She holds a Series 65 designation and has been with Hedged Private Wealth since 2016. Outside of her advisory role, she is an insurance agent at MMC Enterprises, where she spends part of her time quoting group health plans, reviewing renewals, and selling Medicare plans. Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses, and serves as a sub-advisor to third-party advisors. The firm uses client-specific investment programs with discretionary trading authority, employing a range of strategies including index ETFs, mutual funds, and more complex instruments such as derivatives and options.

Devin Shearman is a financial advisor with Crescent City Retirement Group in Metairie, LA. He holds a Series 65 credential and has been active in the financial and insurance services industry since 2023. Prior to joining Crescent City Retirement Group, Shearman operated as a sole proprietor providing insurance services and has experience managing a restaurant and bar business. Crescent City Retirement Group offers 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.

Lisa Amann is a financial advisor at A V Capital Management, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with A V Capital Management since 2006. 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 offers discretionary and non-discretionary portfolio management, retirement plan consulting, and limited investment-related consulting services, employing client-specific investment strategies across various asset classes.

Stephen Browne is a financial advisor with Second Line Capital, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and JPMorgan Chase Bank. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, delivering services through multiple platforms and custodians.

Robert Colomb is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has been with Colomb Investment Management Co, LLC since 2006. Outside of his advisory role, he owns and operates a non-investment related payroll services business. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often utilizing strategic allocations with occasional tactical adjustments.

Justin Archote is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial LLC and Edward Jones. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management through various investment vehicles and advisory platforms, operating from multiple offices and managing over $1.3 billion in assets since its launch in 2023.

Jeremy Pizzolato is a financial advisor at AAN Wealth Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management, LLC and Horter Investment Management, LLC. In addition to his advisory role, he is involved in insurance sales specializing in burial insurance policies. AAN Wealth Advisors LLC provides investment advisory, financial planning, and project consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies. The firm delegates portfolio management to an unaffiliated subadvisor who manages model portfolios on a discretionary basis while maintaining oversight and control over subadvisor selection and performance monitoring.

Bryan Musso is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Advisor Resource Council, Wells Fargo Clearing Services, and Wells Fargo Advisors. He is also the proprietor of Musso Retirement Advisors, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies through proprietary model portfolios and independent managers, providing services on both discretionary and non-discretionary bases.

Amanda Harrell is a financial advisor at FPL Capital Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at FPL Capital since 2017, following two years at Morgan Stanley. FPL Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a passive, globally diversified investment strategy using both customized and model portfolios, guided by Modern Portfolio Theory and long-term buy-and-hold principles.

Andrea Romero is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones and LPL Financial LLC. Andrea is also a licensed term life insurance agent. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, managing assets on both discretionary and non-discretionary bases across various platforms.

P Soliman is a financial advisor at Second Line Capital, LLC with 21 years of industry experience and holds the Series 66 designation. He has previously worked with Advisor Resource Council, Level Four Advisory Services, and Faubourg Private Wealth. Outside of his advisory roles, he is a business owner and social media influencer for Kraken House Nola and a partner in a medical spa. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and selected independent managers, implementing strategies through multiple platforms and custodial relationships.

Andrew Pool is a financial advisor at Regatta Research & Money Management L.L.C. in Metairie, LA, holding a Series 66 designation with 22 years of industry experience. He has been with Regatta since 2002. Outside of advisory work, he owns and operates a construction and remodeling business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, pension plans, trusts, and businesses. The firm employs a six-advisor team managing over $172 million in assets, offering customized portfolio management that includes a range of traditional and alternative investments, with an analytical approach incorporating fundamental, technical, and quantitative analysis.

Jaron Miller is a financial advisor at Second Line Capital, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked with Advisor Resource Council and LPL Financial LLC. Miller has been associated with Faubourg Private Wealth since 2015. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor investment strategies to clients’ objectives and risk tolerance.

Matthew St. Martin is a financial advisor at Second Line Capital, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Faubourg Private Wealth, Pelican Ice & Storage Inc, PJ's Coffee of New Orleans, and Brother Martin High School. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers tailored to clients’ objectives and risk tolerance, implementing strategies across multiple program platforms and custodial relationships.