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.

Gerard Plauche is a CFA® charterholder with 15 years of industry experience. He has been with Delta Financial Advisors, L.L.C. since 2003. 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 employs a mix of fundamental, technical, and charting analysis, focusing on long-term equity holdings and laddered investment-grade bond portfolios.

Andrea Romero is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones and LPL Financial LLC. Andrea is also a licensed term life insurance agent. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, managing assets on both discretionary and non-discretionary bases across various platforms.

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.

P Soliman is a financial advisor at Second Line Capital, LLC with 21 years of industry experience and holds the Series 66 designation. He has previously worked with Advisor Resource Council, Level Four Advisory Services, and Faubourg Private Wealth. Outside of his advisory roles, he is a business owner and social media influencer for Kraken House Nola and a partner in a medical spa. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and selected independent managers, implementing strategies through multiple platforms and custodial relationships.

Andrew Pool is a financial advisor at Regatta Research & Money Management L.L.C. in Metairie, LA, holding a Series 66 designation with 22 years of industry experience. He has been with Regatta since 2002. Outside of advisory work, he owns and operates a construction and remodeling business. 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 businesses. The firm employs a six-advisor team managing over $172 million in assets, offering customized portfolio management that includes a range of traditional and alternative investments, with an analytical approach incorporating fundamental, technical, and quantitative analysis.

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.

Jaron Miller is a financial advisor at Second Line Capital, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked with Advisor Resource Council and LPL Financial LLC. Miller has been associated with Faubourg Private Wealth since 2015. 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 and risk tolerance.

Matthew St. Martin is a financial advisor at Second Line Capital, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Faubourg Private Wealth, Pelican Ice & Storage Inc, PJ's Coffee of New Orleans, and Brother Martin High School. 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 tailored to clients’ objectives and risk tolerance, implementing strategies across multiple program platforms and custodial relationships.

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.

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.

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.