Ronald Carazo is a financial advisor with Carazo Wealth Management in Metairie, LA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His career includes long-term roles at Ron Carazo & Associates, LLC, Spire Wealth Management, LLC, and Securities America, Inc. Outside of financial advising, he manages a commercial property with a restaurant and bar operation. Carazo Wealth Management provides asset management and financial planning services primarily to individual and high-net-worth clients, offering tailored strategies based on client goals and risk tolerance. The firm uses fundamental analysis and various investment instruments, with services that include portfolio management and comprehensive financial planning.

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.

Clifford Favrot is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He is currently with Dumaine Investments LLC, where he has worked since 2019, following 16 years at Delta Financial Advisors, L.L.C. Outside of his advisory role, he holds a non-controlling minority ownership in CDJ Apartments LLC, a family-related entity to which he also provides advisory services. Dumaine Investments offers investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives, risk tolerance, and liquidity needs, with a focus on private real-estate placements including Opportunity Zone Fund investments and Delaware Statutory Trusts.

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.

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.

John Barton III is a financial advisor at Ridge Road Wealth Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously held roles at FreeGulliver, LLC, Settco Management, LLC, and Settoon Towing LLC. Ridge Road Wealth Management, LLC is a recently established registered investment adviser that provides portfolio management, pension and employee benefit plan consulting, and financial planning. The firm follows a long-term, research-driven approach emphasizing asset allocation and tailored investment profiles for pension plans, trusts, estates, and business entities.

Charles Carazo is a financial advisor at Carazo Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked at Ron Carazo & Associates, LLC since 2016 and Spire Wealth Management, LLC from 2018 to 2026. Outside of advising, he is involved in independent sales of fixed insurance. Carazo Wealth Management provides asset management and financial planning services to individual and high-net-worth clients, offering tailored strategies based on clients’ goals, time horizons, and risk tolerance. The firm conducts ongoing portfolio management and written financial planning, using fundamental analysis and a range of investment instruments.

Eric Deroche Jr. is a CFA charterholder with 18 years of industry experience, currently serving as an advisor at Ridge Road Wealth Management, LLC since 2026. Prior to this, he was a partner at freeGulliver, LLC for ten years. He holds board memberships at Access To Meaningful Employment and the LA/SPCA Foundation. Ridge Road Wealth Management, LLC is a registered investment adviser focusing on pension and employee benefit plan consulting, portfolio management, and financial planning. The firm employs a long-term, research-driven investment approach with tailored client profiles and utilizes a range of investment vehicles including mutual funds, ETFs, and private placements.

Amanda Kiefer is a financial advisor at Ridge Road Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at FreeGulliver, LLC and the Kiefer & Kiefer Law Firm. Outside of her advisory role, she has experience in education and law. Ridge Road Wealth Management, LLC is a registered investment adviser serving pension plans, trusts, estates, and business entities with a long-term, research-driven approach focused on asset allocation and tailored investment profiles. The firm offers portfolio management, consulting services, and facilitates the use of third-party managers and turnkey asset management programs.

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.

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.

David Lundgren is a CFA® charterholder with three years of industry experience, currently serving at Hancock Whitney Investment Services Inc. He has been with Hancock Whitney Bank and its investment services affiliate since 1998. Lundgren serves on the board of St. Stanislaus College Prep, providing guidance to the school's administration. Hancock Whitney Investment Services, Inc. offers discretionary model-based investment advice through wrap-fee and managed account programs, primarily serving individual program participants. The firm develops and monitors model portfolios using fundamental and quantitative analysis, delivering these models to platform managers and program sponsors who execute trades and manage client reporting.

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.

Lamar Villere is a CFA® charterholder with 11 years of industry experience, currently serving at St. Denis J. Villere & Co., LLC since 2013. He is a member of the board of directors of the Barron Collier Corporation, a real estate development and management company in Naples, Florida. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, and retirement plans, managing equities, fixed income, and preferred stocks. The firm employs a concentrated, long-term equity strategy and manages two mutual funds, offering regular performance reporting and maintaining a multi-generational ownership structure.

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.

Todd Johnson is a financial advisor at Waters, Parkerson & Co., LLC in New Orleans, LA, holding a Series 65 designation with four years of industry experience. He previously worked at IberiaBank from 2015 to 2021 before joining his current firm in 2021. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with long- and short-term strategies across various asset classes and offers additional consulting on estate, tax, and insurance matters as well as trustee services.