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.

Devin Shearman is a financial advisor with Crescent City Retirement Group in Metairie, LA. He holds a Series 65 credential and has been active in the financial and insurance services industry since 2023. Prior to joining Crescent City Retirement Group, Shearman operated as a sole proprietor providing insurance services and has experience managing a restaurant and bar business. Crescent City Retirement Group offers personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and occasionally options or fee-based variable annuities.

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.

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.

Ainsley Bishop is a financial advisor at Delta Financial Advisors, L.L.C. in Metairie, LA, with 21 years of industry experience. She holds a Series 66 designation and has been with Delta Financial Advisors since 2004. 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, combining fundamental, technical, and charting analysis with third-party research.

Bryan Musso is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Advisor Resource Council, Wells Fargo Clearing Services, and Wells Fargo Advisors. He is also the proprietor of Musso Retirement Advisors, LLC. 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 services on both discretionary and non-discretionary bases.

Amanda Harrell is a financial advisor at FPL Capital Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at FPL Capital since 2017, following two years at Morgan Stanley. 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 strategy using both customized and model portfolios, guided by Modern Portfolio Theory and long-term buy-and-hold principles.