Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 credential and two years of industry experience. Prior to joining Pelican Advisory, he worked with LPL Financial LLC and has experience as a professional tennis instructor. Gabriel also maintains outside employment as a 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 ongoing advisory support and individualized investment management using Riskalyze to tailor asset allocations with a preference for ETFs to manage costs and tax impact.

Stephen Satterlee is a financial advisor at Live Oak Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments. Outside of advising, he manages several non-investment businesses, including retirement planning and business management entities. Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm utilizes individualized Investment Policy Statements and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.

Daniel Haar IV is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaching soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm manages approximately $57 million in discretionary assets and uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.

David Simpson is a financial advisor with The Fiscal Fitness Company, Inc. in Mandeville, LA, holding Series 65 and Series 66 designations and 19 years of industry experience. He has been with The Fiscal Fitness Company since 2006 and also has experience in life insurance sales. 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 serves individual and high-net-worth clients using a portfolio strategy focused on no-load and load-waived mutual funds and ETFs, following a trading approach known as the NoLoad FundX “upgrading” strategy.

Joseph Prisco Jr. is a CFP® professional with over 20 years of industry experience, currently serving with Advocacy Financial LLC. His background includes positions at Purshe Kaplan Sterling Investments, Securities America, Inc., and Morgan Keegan & Company, LLC. In addition to his financial advisory work, he is an attorney licensed in Louisiana and serves as a board member for the Recreational District 14 in St. Tammany Parish, Louisiana. Advocacy Financial LLC provides financial planning, investment advisory, portfolio management, and risk-management services primarily to individual and high-net-worth clients. The firm uses a fiduciary standard and integrates legal, tax, and estate planning with portfolio construction based on diversification and asset allocation principles.

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 eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pelican Family Office, Branch Wealth Strategies, and THE O.N. Equity Sales Company, among others. Outside of his advisory role, he is involved in several non-investment businesses, including managing an insurance agency and ownership interests in firms related to risk management and consulting, as well as plane ownership. 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 focuses on ongoing advisory support and uses a client-by-client discretionary investment approach that incorporates risk tolerance assessments and a preference for ETFs to manage costs 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 12 years of industry experience. He is principal at Spinosa Wealth Management Group, which he has been associated with since 2016, and has also worked with LPL Financial during this time. Outside of investment advisory services, Spinosa is involved with JRS & Associates, a business entity for tax and investment purposes. Spinosa Wealth Management Group provides advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $191 million in discretionary assets. The firm offers wrap portfolio management alongside standalone financial planning and pension consulting, employing diverse analytical methods and advanced investment techniques within its discretionary management approach.

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 11 years of industry experience, currently serving at Advocacy Financial LLC in Covington, LA. He has held prior roles at firms including Innealta Capital, LLC, Northern Lights Distributors, LLC, and Dimensional Fund Advisors LP. He also works as an independent contractor providing strategic sales and marketing guidance for Innealta Capital. Advocacy Financial serves individual and high-net-worth clients with financial planning, investment advisory, portfolio management, and risk-management services. The firm operates under a fiduciary standard and employs a comprehensive planning approach that integrates business, tax, estate, and insurance considerations, emphasizing risk management and cost-effective portfolio construction.

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.