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.

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.

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.

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.

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.

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.

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.

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.

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.

Joseph Montz is a financial advisor at Montz Harcus Wealth Management with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameritas Life Insurance Corp. and Ameritas Investment Corp. Montz is also a licensed CPA providing tax preparation services and owns a life and disability insurance brokerage through Physicians Resource Group. Montz Harcus Wealth Management serves individual and high-net-worth clients as well as pension plans, charitable organizations, and business entities, managing approximately $876 million for around 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 third-party and private alternative managers.

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.

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.

Dakota Taylor is a financial advisor at Second Line Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Cambridge Investment Research, Wealthcare Services, and Northwestern Mutual. Prior to his financial services career, Taylor worked in roles outside the industry in heating and cooling services as well as the restaurant sector. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment and wealth management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and uses a variety of advisory platforms, including firm-managed and third-party solutions, while maintaining relationships with major custodians such as LPL, Charles Schwab, and Raymond James.

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.

Catherine Johnson is a financial advisor at Delta Financial Advisors, L.L.C. with two years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for over two decades at Orleans Capital Management. Johnson serves as a trustee for the Stanley Ray Jr. Philanthropic and Civic Trust, a nonprofit organization focused on philanthropy. 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, utilizing a blend of fundamental, technical, and third-party research in its investment approach.

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.

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.

Bryan Hayes is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with WealthHarbor Capital Group, LLC in Metairie, LA, and has previously worked at JP Morgan Chase Bank NA and Hancock Whitney Bank. 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 combines conservative core portfolios with tactical allocations to manage risk and volatility.

Brentson Bowlin is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, Level Four Advisory Services, and J.P. Morgan Securities. Outside of his advisory work, he acts in a fiduciary capacity for a family trust. 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 across multiple platforms, providing both discretionary and non-discretionary investment management.

Brian Currie is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at TCG Advisory Services LLC, Montz Harcus Wealth Management, Iberia Wealth Advisor, Hancock Whitney, and Capital One Wealth Management. 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 combining a conservative core with tactical allocations, employing mutual funds, ETFs, equities, option strategies, and fixed income.