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Virajith W

Series 65

Metairie, LA

FPL Capital Management, LLC

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.

Passive / index investing Wealth management General tax planning Founder/Business Owner Retired
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Daniel A

CFP®, Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Daniel Abraham is a CFP® with 20 years of experience in the financial services industry. He is currently with Second Line Capital, LLC and has previously worked at LPL Financial, Advisor Resource Council, and Valic Financial Advisors. 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 both discretionary and non-discretionary investment management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John B

Series 66

Metairie, LA

Second Line Capital, LLC

John Bordelon is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Edward Jones. Outside of his advisory work, he has involvement with a consultancy business unrelated to investments. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm utilizes a combination of proprietary model portfolios and independent managers to tailor investment strategies based on clients’ objectives, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Paige S

CFP®, Series 66

Metairie, LA

Second Line Capital, LLC

Paige St. Martin is a CFP® with 12 years of industry experience, currently affiliated with Second Line Capital, LLC. Her prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Faubourg Private Wealth. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting, offering customized investment strategies through a combination of proprietary models and independent managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Rudy B

CFP®, Series 65

Metairie, LA

Regatta Research & Money Management L.L.C.

Rudy Blanchard is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Regatta Research & Money Management L.L.C. since 1998. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a range of clients including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios using a team approach and employs an analytical investment process that incorporates fundamental, technical, and quantitative analysis along with complex and alternative investment strategies.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Retirement income strategy Founder/Business Owner Retired
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Bryant M

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Bryant Magee is a financial advisor at Second Line Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Hancock/Whitney Bank. Outside of his advisory role, he is the owner of two residential rental property businesses. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Eric G

Series 63, Series 66

Metairie, LA

Regatta Research & Money Management L.L.C.

Eric Greschner is a financial advisor with Regatta Research & Money Management L.L.C. in Metairie, LA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Regatta Research & Investment Management since 1997. Outside of his primary advisory role, he is a member of The TOD Index, LLC, which creates and markets a proprietary national real estate price index focused on properties near transportation nodes, and a partner in Priority Funds, LLC, which analyzes private and crowdfunded real estate investments. 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 charitable organizations. The firm employs a team approach with six advisors and manages over $172 million in assets, offering customized portfolio management that incorporates a range of investment vehicles and employs analytical methods such as Monte Carlo simulations, portfolio stress tests, and derivatives-based strategies.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Retirement income strategy Founder/Business Owner Retired
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Alden H

Series 63

Metairie, LA

Second Line Capital, LLC

Alden Hagardorn is a financial advisor with Second Line Capital, LLC, holding a Series 63 designation and bringing 29 years of industry experience. His career includes roles at LPL Financial, Ameriprise, Edward Jones, and Advisor Resource Council. Outside of advising, he works as a sports radio statistician covering NFL, NBA, and NCAA teams in the New Orleans area and serves as president of the nonprofit Friends of St. Henry. 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 through direct recommendations, model portfolios, and third-party managers, with custodial relationships including LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Claudia H

CFP®, Series 66

Metairie, LA

Regatta Research & Money Management L.L.C.

Claudia Hayden is a CFP® professional with 22 years of industry experience, currently serving at Regatta Research & Money Management L.L.C. since 2003. She holds a Series 66 license and has a background that includes founding an interior decorating and wholesale furniture business. Regatta Research & Money Management is a fee-only advisory firm managing approximately $211 million for around 550 clients, offering financial planning, asset allocation, and discretionary portfolio management. The firm combines fundamental, technical, and quantitative analysis to build customized portfolios that incorporate a range of investment vehicles, including less common structures and derivative strategies.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Retirement income strategy Founder/Business Owner Retired
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Robert B

Series 63, Series 66

Metairie, LA

Second Line Capital, LLC

Robert Brown is a financial advisor with Second Line Capital, LLC in Gretna, LA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. 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 model portfolios and independent managers, implementing these through multiple program platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Dakota T

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Dakota Taylor is a financial advisor at Second Line Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Cambridge Investment Research, Wealthcare Services, and Northwestern Mutual. Dakota’s background also includes roles outside finance, such as positions in the food and service industry. 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, utilizes multiple advisory platforms, and operates from multiple offices while managing over $1.3 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Christopher W

Series 65

Metairie, LA

Second Line Capital, LLC

Christopher Wanko is a Series 65-licensed financial advisor at Second Line Capital, LLC with previous experience at Conoco and Gaslight Pro. He has been with Second Line Capital since 2025. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm employs a mix of proprietary model portfolios and independent managers, offering investment management on both discretionary and non-discretionary bases.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Connor D

CFP®, Series 66

Metairie, LA

Second Line Capital, LLC

Connor Duplessis is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Second Line Capital, LLC and previously worked at Faubourg Private Wealth and the Lumpkin Agency. Outside of his advisory roles, he has experience with Antioch Community Church of Greater New Orleans. 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 investments according to clients’ objectives, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Timothy A

Series 66

Metairie, LA

Second Line Capital, LLC

Timothy Aubin is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a blend of proprietary model portfolios and independent managers to tailor portfolios to client objectives, risk tolerance, and liquidity needs across multiple platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brentson B

Series 63, Series 66

Metairie, LA

Second Line Capital, LLC

Brentson Bowlin is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities and LPL Financial. He also acts in a fiduciary capacity for a private trust. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with comprehensive investment and wealth management services, offering both discretionary and non-discretionary portfolio management through various proprietary and third-party platforms. The firm operates across multiple offices, sponsors its own wrap-fee program, and maintains custodial relationships with major firms including LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John A

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

John Atchley is a financial advisor at Second Line Capital, LLC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation and Advisor Resource Council. He serves as an associate board member for the Shriners Hospital Galveston, where he is involved in oversight and donor relations. 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, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kamran M

Series 66

Metairie, LA

Second Line Capital, LLC

Kamran Mahmood is a financial advisor at Second Line Capital, LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA for 14 years. Mahmood is also involved in residential real estate through ownership roles in several private companies. 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, utilizing mutual funds, ETFs, individual securities, and third-party managers, and features multiple advisory platforms including firm-managed models and algorithm-based offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Michael B

Series 65

Metairie, LA

Colomb Investment Management Company, LLC

Michael Babin Jr. is a financial advisor at Colomb Investment Management Company, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Colomb Investment Management since 2018. In addition, he has worked as an independent insurance agent licensed in life, disability, and fixed annuities since 1996. Colomb Investment Management Company provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often using strategic allocations combined with tactical adjustments.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jason D

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Jason Duplantis is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is involved with Black Blood of the Earth LLC, a small oil company focused on oil and gas exploration interests established by his family. Second Line Capital serves individual, trust, and institutional clients across a range of wealth levels, offering portfolio management, financial planning, and retirement consulting. The firm uses a mix of proprietary model portfolios and independent managers, implementing strategies through multiple platforms and custodians to meet clients’ objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Michael G

Series 63, Series 65

Metairie, LA

FPL Capital Management, LLC

Michael George is a financial advisor at FPL Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with FPL Capital Management since 1997. Outside of his advisory role, he serves as Vice President of W.J. George & Co. Inc., a consulting firm, and is a director at George Properties, LLC, a real estate development and management company. FPL Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, and business entities, using a passive, globally diversified investment approach based on Modern Portfolio Theory and long-term buy-and-hold principles.

Passive / index investing Wealth management General tax planning Founder/Business Owner Retired
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