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.

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.

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.

Jarrett Cohen is a financial advisor with JECohen & Co., LLC in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been involved with JECohen Holdings, JECohen Realty Capital Management, and JECohen & Co., LLC since 2015. Cohen serves as an advisory board member for the LSU CFP Board-Registered Program and Yellowstone Academy. JECohen & Co., LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm employs a bottom-up, value-oriented fundamental analysis approach with a long-term bias and manages both individual accounts and pooled private investment vehicles.

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.

George Young is a financial advisor at St. Denis J. Villere & Co., LLC in New Orleans, LA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with St. Denis J. Villere & Company since 1986. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, and retirement plans, including serving as adviser to two mutual funds. The firm focuses on a concentrated, long-term equity investment approach combined with shorter-duration fixed income for stability, managing approximately $1.53 billion in assets across a small advisory team.

John Rive III is a financial advisor with Waters, Parkerson & Co., LLC in New Orleans, LA. He holds a Series 65 designation and joined the firm in 2025. Prior to his advisory role, he was affiliated with the University of Alabama and the Isidore Newman School. Waters, Parkerson & Co. serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services, financial planning, and related consulting. The firm manages assets on a fee-only basis, uses fundamental analysis for portfolio management, and offers trustee services and plan-level advisory work.

St Denis Villere is a financial advisor at St. Denis J. Villere & Co., LLC with five years of industry experience. The firm has been in operation since 1965 and is based in New Orleans, LA. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, retirement plans, and serves as investment adviser to two mutual funds. The firm follows a concentrated, long-term equity investment approach and manages approximately $1.53 billion in assets with a focus on publicly traded equities, fixed income, and preferred stocks.

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.

Raymond Rathle III is a financial advisor at freeGulliver, LLC with a Series 65 credential. He has one year of industry experience, including roles at Red Ventures and other organizations prior to joining freeGulliver. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and serves as a private fund sponsor and administrator.

Luther Mcclain is a financial advisor at JECohen & Co., LLC with four years of industry experience. He holds the Series 66 designation and has worked at JECohen & Co. since 2022. Outside of his advisory role, he serves as a Senior Financial Analyst at Ochsner Health System, a healthcare nonprofit. JECohen & Co., LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm employs a bottom-up, value-oriented investment approach and is notable for its role as a private fund adviser and sponsor while serving individual and institutional accounts.

Mona Edwards is a financial advisor at Zimmerman Wealth Management, LLC in New Orleans, LA, holding CFP® and Series 65 designations with five years of industry experience. She has been with Zimmerman Wealth Management since 2007. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, and offers discretionary portfolio management with ongoing monitoring and quarterly reporting.

Jonathan Montgomery is a CFA® charterholder with 22 years of industry experience. He has been with Waters, Parkerson & Co., LLC since 2001. The firm provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. Waters, Parkerson employs fundamental analysis and a mix of long- and short-term strategies across multiple asset classes while treating cash as an asset for defensive positioning.

James Osborn is a Certified Financial Planner® and holds a Series 65 license with 14 years of industry experience. He has been with Plum Street Advisors, LLC since 2016. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors. The firm combines financial planning with discretionary portfolio management, emphasizing strategic asset allocation, low-cost index funds and ETFs, active rebalancing, and tax-aware implementation.

Carson Strickland is a CFP® with 14 years of industry experience, currently serving as an advisor at Hubbell Strickland Wealth Management, LLC since 2019. Prior to this, he worked at Stokes and Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments. Hubbell Strickland Wealth Management oversees approximately $540 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, fundamentally driven investment process focused on asset allocation and research to tailor portfolios to clients’ risk tolerance and time horizon.

Todd Hubbell is a CFP® with 15 years of industry experience, currently serving at Hubbell Strickland Wealth Management, LLC in New Orleans, LA. He has been affiliated with Stokes and Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments since 2014. Hubbell Strickland Wealth Management manages approximately $540 million across more than 400 client relationships, including individuals, trusts, charitable organizations, and retirement plans. The firm follows a long-term, fundamentally driven investment approach focused on asset allocation and research, utilizing a range of securities and occasionally independent managers for active portfolio management.

Selina Harrell is a financial advisor at JECohen & CO., LLC with one year of industry experience. She holds a Series 65 designation. Her background includes various roles across multiple industries prior to joining JECohen, including a position with the St. Tammany Parish School Board. JECohen & Co., LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm employs a bottom-up, value-oriented investment approach rooted in fundamental analysis and manages both individual accounts and pooled private investment vehicles.

Stephen Cangelosi is a financial advisor at Hancock Whitney Investment Services Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Hancock Whitney Bank since 2018, following sixteen years at Capital One Asset Management LLC. Cangelosi serves as a volunteer board member for The Emerge Center and the Baton Rouge Speech and Hearing Foundation, both nonprofit organizations supporting children with autism and individuals with communication challenges. Hancock Whitney Investment Services provides discretionary model-based investment advice primarily to individual program participants through wrap-fee and managed account programs. The firm develops and manages model portfolios using fundamental and quantitative analysis and delivers these models to platform managers and program sponsors for implementation.

Michael Kirschman is a financial advisor with freeGulliver, LLC, holding a Series 65 designation and bringing 13 years of industry experience. He has been with freeGulliver since 2013, including its current form since 2017. Outside of his advisory role, Kirschman is involved in several business ventures, including managing family partnerships, consulting firms, and private equity investments. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and family office services, and acts as manager, adviser, and administrator for multiple private funds, utilizing tailored investment strategies that include the use of options and derivatives.