Caleb Kelso is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Next Level Blending, Tyson Foods, and the University of Arkansas-Fayetteville. Paradiem serves individuals, high-net-worth families, and charitable organizations through asset management, comprehensive financial planning, and insurance services. The firm offers discretionary and non-discretionary portfolio management alongside Family Capital Architecture planning, coordinating tax, estate, and charitable giving considerations with a long-term investment approach grounded in fundamental analysis.

Garrett Leroux is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. He has held positions at firms including Purshe Kaplan Sterling Investments, Ameriprise, Wells Fargo Clearing, and Edward Jones. Outside of his advisory role, he has experience working in community businesses such as Gambino's Bakery and Varsity Theatre. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm provides wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Carson Rich is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. Prior to joining Paradiem, he has been involved with Living in South Louisiana DBA CR Holdings, LLC for five years and has work experience at PJ's Coffee and Mandeville High School. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term investment strategies based on fundamental analysis and acts as a coordinating family CFO through structured planning and ongoing portfolio monitoring.

Eric Dunavant is a CFP® with 27 years of industry experience, currently serving at Paradiem, LLC. He has been with Paradiem since 2007 and previously worked with LPL Financial from 2007 to 2017. Outside of his advisory role, he teaches a life skills course at a local private school and is involved in coaching and consulting through his business, IC4 Coaching & Consulting. Paradiem serves individuals, high-net-worth families, and charitable organizations, offering asset management, financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based portfolio management and coordinates comprehensive planning involving tax, estate, and charitable giving considerations.

Craig Marcello is a financial advisor at Turning Point Financial with 26 years of industry experience. He holds the ChFC® designation along with Series 65, 66, and 63 licenses. Prior to joining Turning Point Financial, he worked at Ameriprise, RoseStone Wealth Advisors, and ran his own advisory firm, Marcello Wealth Advisory LLC. He serves on the board of a local organization in Covington, LA. Turning Point Financial serves individual and family clients, business owners, and retirement plans by offering financial planning, discretionary investment management, and tax and accounting services. The firm employs a team-based fiduciary planning process with integrated in-house tax and accounting capabilities and utilizes third-party sub-advisers and custodial platforms for portfolio management.

Andrew Hoffman is a CFP® with 28 years of experience in the financial services industry. He has been with Beam Wealth Advisors, Inc. since 1999 and previously worked at Securities America Inc for seven years. Hoffman also practices as a Certified Divorce Financial Analyst, assisting clients and attorneys with financial settlements and court-related matters in divorce cases. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies based on Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Robert McAlister is a financial advisor at Foundry Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Meridian Wealth Management and Northwestern Mutual Investment Management. Outside of advising, he owns McAlister Ventures, LLC, a business consulting firm, and serves as a soccer referee for youth and adult games. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs risk-based, diversified portfolios and uses adviser-held discretion to manage client portfolios with an emphasis on long-term allocation.

Jason Sanchez is a financial advisor with Beam Wealth Advisors, Inc. in New Orleans, LA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc., and has been with Beam Wealth Advisors and Oban Wealth Management LLC since 2008. Outside of his advisory work, Sanchez serves as secretary for the Freret Street Market and Festivals, a community-based art market and festival, and is a board member of the Rotary Club of New Orleans Riverbend. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates tax and CPA services through affiliated entities.

Mark Kebodeaux is a financial advisor at Meridian Wealth Management, LLC with 34 years of industry experience. He previously worked for First Financial for 10 years before joining Meridian in 2023. Kebodeaux holds Series 63 and Series 65 licenses. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

William Stoner is a financial advisor with Inspire Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His career includes roles at Inspire Investing, Harcon, Inc., Paradiem, LLC, First Baptist Church, E Six Thirteen, LLC, and LPL Financial, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and offers a range of portfolio management, financial planning, and consulting services, frequently utilizing sub-advisors and proprietary ETFs.

Drake Cooper is an advisor at Meridian Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Meridian Wealth Management, Cooper worked at Northwestern Mutual Wealth Management Company and International Paper. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering IPS-driven tailored advice primarily on a discretionary basis using a variety of investment strategies.

Dominick Messina is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Gibbs Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC dba Fusion Capital Management for three years and has operated Messina's Wealth Management since 2017. He is also the owner of Messina Wealth Group, where he conducts insurance sales. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Dustin Mitchell is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Coppell Advisory Solutions and Kinetic Investment Management, Inc. He is also involved in Mitchell Financial Group, where he sells fixed annuities, fixed indexed annuities, and life insurance independently. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Brian Becker is a financial advisor with Prospera Financial Services, Inc. in Mandeville, LA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at M Holdings Securities, Inc. and Becker & Suffern, Ltd. Outside of investment advising, Mr. Becker serves on the advisory board for the American College Center for Ethics and is involved in consulting and insurance-related business activities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Keith Duet is a CFA® charterholder with 19 years of industry experience. He has been with Advisory Services Network since 2013. In addition to his financial advisory role, Mr. Duet is an attorney providing legal services, primarily tax consulting and incidental accounting, through his own law firm. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of strategies and implementation options.

Richard Danielson is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Benjamin F. Edwards & Co, and Merrill. He is active in several community and nonprofit organizations, including serving as a board member for the Recreation District #1, HeartGift Foundation, Lakeview Regional Medical Center, and St. Tammany Chamber of Commerce, as well as volunteering as an instructor for the Young Entrepreneurs Academy. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Daniel Palomino is a financial advisor with Advisory Services Network, holding a Series 65 designation and beginning his industry career in 2026. He has previously worked at Simon & Simon Wealth Management and held various roles outside the financial industry, including positions in education and hospitality. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, utilizing a broad range of securities and third-party managers.

Patrick Suffern is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been a partner at Bsm Partner, LLC since 2009 and has been associated with Becker Suffern McLanahan, Ltd. since 1983. Outside of advising, he serves on the board of the Catholic Community Foundation Archdiocese of New Orleans and the New Orleans Estate Planning Council, and is involved in thoroughbred horse racing through Silver Julep Cup Stables, LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and multiple advisory programs through a combination of in-house models, sub-advisers, and third-party platforms.

Preston Christian is a financial advisor at Silver Oak Securities, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. His prior experience includes roles at Ameriprise, Citizens Securities Inc., Woodbury Financial Services Inc., Hancock/Whitney Bank, and Capital One Investment Services. He is also involved with Armor Financial Group, operating as an independent financial professional. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs emphasizing discretionary investment management tailored to client objectives, supported by operational features such as ongoing model monitoring and automated investment processes.

Kenneth Uhlich is a ChFC® credentialed financial advisor with 21 years of industry experience, currently with Advisory Services Network. His prior experience includes roles at Cornerstone Advisors LLC and Park Avenue Securities. He serves as a Roman Catholic Deacon for the Archdiocese of New Orleans, engaging in various parish ministries. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and financial planning services, employing diversified investment strategies tailored to clients’ objectives and risk tolerances.