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.

Aaron Gummer is a financial advisor at Royal Road Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Securian Financial Services Inc, Minnesota Life Insurance Co, Compass Capital Management, and J&M Industries. Since 2017, he has also operated as an independent insurance agent offering insurance products through unaffiliated issuers, including a Royal Road affiliate. Royal Road Wealth Partners serves individuals, small businesses, foundations, charitable organizations, government entities, and retirement plan sponsors. The firm provides financial planning, portfolio management, retirement plan consulting, and educational workshops while employing a range of investment strategies including fundamental, technical, and cyclical analysis.

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 at Second Line Capital, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and LPL Financial LLC. Outside of his advisory role, he is engaged in operating his independent investment advisory business through Second Line Capital. 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 and utilizes multiple advisory platforms while maintaining relationships with major custodians such as LPL, Charles Schwab, and Raymond James.

Jeremy Pizzolato is a financial advisor at AAN Wealth Advisors LLC with seven years of industry experience. He holds the 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 focused on burial insurance policies. AAN Wealth Advisors provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies, offering investment management through recommended subadvisors along with project consulting and financial planning. The firm oversees external subadvisors who manage model portfolios on a discretionary basis and operates multiple offices to serve its clients.

Morell Crane III is a financial advisor at Montz Harcus Wealth Management in New Orleans, LA, holding a Series 66 designation and with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Montz Harcus Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $876 million across roughly 667 client relationships through a six-person advisory team. The firm provides investment supervisory and portfolio management, comprehensive financial planning, pension and project consulting, and access to alternative managers, employing a range of analytical approaches and a long-term trading orientation.

Michael Fischer is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Investment Services LLC since 2024 and has been with Hancock Whitney Bank since 2005, where he manages complex wealth management relationships and serves on company committees. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm employs a proprietary asset-class rotation model and an investment committee to construct portfolios focused on conservative core holdings with tactical allocations, using a variety of investment vehicles including mutual funds, ETFs, equities, option strategies, and fixed income.

Ainsley Bishop is a financial advisor at Delta Financial Advisors, L.L.C. in Metairie, LA, with 21 years of industry experience. She holds a Series 66 designation and has been with Delta Financial Advisors since 2004. Delta Financial Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charities, and corporations. The firm emphasizes long-term equity holdings and laddered, investment-grade bond portfolios, combining fundamental, technical, and charting analysis with third-party research.

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.

Gerard Plauche is a CFA® charterholder with 15 years of industry experience. He has been with Delta Financial Advisors, L.L.C. since 2003. Delta Financial Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charities, and corporations. The firm employs a mix of fundamental, technical, and charting analysis, focusing on long-term equity holdings and laddered investment-grade bond portfolios.

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.

Brandon Grandbouche is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 65 designation and over 21 years of industry experience. He has been with WealthHarbor Capital Group since 2004. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios with a conservative core and tactical allocations aimed at reducing downside risk and volatility.

Virajith Wijeweera is a financial advisor at FPL Capital Management, LLC with 17 years of industry experience. He holds the Series 65 designation and has been with FPL Capital Management since 2004. 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 approach using model portfolios guided by Modern Portfolio Theory and long-term buy-and-hold principles.