Mary Rinaolo is a financial advisor at JECohen & CO., LLC with one year of industry experience. She holds a Series 65 designation and has worked at JECohen since 2024. Outside of her advisory work, she is employed as a bartender at Budsi's Authentic Thai. JECohen & Co. provides investment management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs a value-oriented, bottom-up fundamental approach emphasizing capital preservation and long-term horizons, with a focus on opportunistic investments in undervalued or distressed securities.

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.

Bryan Mccaulley 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 since 2010. Bryan has served as president of the CFA Society of Louisiana, a nonprofit organization focused on advancing ethics and professionalism in the investment field. Hancock Whitney Investment Services, Inc. provides discretionary, model-based investment advice primarily to individual participants in wrap-fee and managed account programs. The firm develops and monitors model portfolios using fundamental and quantitative analysis but does not execute trades or customize portfolios for individual clients.

Nicholas Trappey is a CFP® with 17 years of experience in the financial industry. He is currently with ThirtyNorth Investments, LLC and previously worked at Pelican Wealth Management and Summit Financial Wealth Advisors. Outside of his advisory role, he manages a non-investment-related business, Trappey Land Holdings, LLC. ThirtyNorth Investments serves individual and high-net-worth clients, retirement accounts, trusts, estates, non-profits, qualified retirement plans, and institutions. The firm employs a strategic, committee-driven global asset allocation approach and offers services including portfolio management, retirement-plan consulting, and a family office coordination service.

Stdenis Villere is a financial advisor with St. Denis J. Villere & Co., LLC, holding a Series 63 designation and bringing 25 years of industry experience. He has been with St. Denis J. Villere & Co. since 1999 and has also worked at Quasar Distributors, LLC since 2015. Outside of his advisory role, Mr. Villere manages Acme Float Company, LLC, which provides children a Mardi Gras parade float, and serves on the advisory board of Resource Bank as well as the Eye, Ear, Nose, & Throat Hospital Investment Committee. St. Denis J. Villere & Co. offers investment advisory and portfolio management services to individuals, institutions, and retirement plans, including managing two mutual funds. The firm focuses on a concentrated, long-term equity approach combined with shorter-duration fixed income for stability, and provides regular performance reporting with benchmark comparisons.

Lee Eagan is a CFP® with 12 years of experience in financial advising, currently serving at Waters, Parkerson & Co., LLC since 2013. He holds a Series 65 license and is based in New Orleans, LA. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers additional consulting on estate, tax, and insurance matters along with trustee services.

Michael Whealdon is a financial advisor at Waters, Parkerson & Co., LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Waters, Parkerson & Co., Inc. since 1983. 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’s investment approach combines fundamental analysis with long- and short-term strategies across multiple asset classes, including equities, fixed income, mutual funds, and ETFs, while treating cash as an asset class for defensive positioning.

Devin Wakeman is a financial advisor with Waters, Parkerson & Co., LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Waters, Parkerson & Co., Inc. since 2007. 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 both long- and short-term strategies across multiple asset classes and offers additional services such as estate, tax, and insurance consulting, as well as trustee services.

Steven Hubbell is a CFP® with 41 years of industry experience, currently serving as an advisor at Hubbell Strickland Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stokes & Hubbell Capital Management. Hubbell serves on the board of Catholic World View and is a member of the investment committee for The Dominican Sisters of St. Cecilia Congregation. Hubbell Strickland Wealth Management oversees approximately $540 million across more than 400 client relationships, offering financial planning, investment management, and retirement plan consulting. The firm employs a long-term, fundamentally driven investment approach focused on asset allocation and research, tailoring portfolios to individual client risk tolerance and time horizons.

Martin Sirera is a CFA® charterholder with five years of industry experience, currently serving at Hancock Whitney Investment Services Inc. He previously worked for Capital One Asset Management LLC for 22 years. Sirera is treasurer of the Ancient Order of Hibernians, Cardinal Gibbons Division, a nonprofit organization promoting Irish culture and charitable activities. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily for individual participants in wrap-fee and managed account programs. The firm develops and monitors model portfolios using fundamental and quantitative analysis, delivering them to platform managers and program sponsors who implement trades and manage reporting.

Moylan Gomila is a financial advisor at ThirtyNorth Investments, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with ThirtyNorth since 2010. Outside of his advisory role, he is a member of GF Group, LLC, a holding company with investments in real estate and a private equity fund. ThirtyNorth Investments serves individual and high-net-worth clients, including IRAs, trusts, estates, and qualified retirement plans. The firm employs a committee-driven investment process focused on strategic, global asset allocation using mutual funds, ETFs, individual securities, and structured notes, and offers specialized strategies such as a Women Impact Strategy to address gender representation.

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.

Richard Chauvin Jr. is a CFA® charterholder and holds a Series 65 license, currently working with Hancock Whitney Investment Services Inc. He has four years of industry experience and has been with Hancock Whitney Bank since 2016. The firm operates as a team of eight advisors in New Orleans, LA. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily to individual investors via wrap-fee managed account programs. The firm offers separately managed accounts and Fund Strategy Portfolios through program sponsors, using fundamental and quantitative analysis combined with a manager-selection process.

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.

John Rigney Jr. is a CFA® charterholder and Series 63 licensee with three years of experience in the financial industry. He is currently affiliated with Hancock Whitney Investment Services Inc. and has worked at Hancock Whitney Bank since 2003. Rigney serves as a volunteer member of the Board of Directors for both Arc of Louisiana and ArcGNO, nonprofit organizations supporting individuals with intellectual and developmental disabilities. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily to individual participants in wrap-fee and managed account programs. The firm develops and monitors model portfolios using fundamental and quantitative analysis, delivering them through third-party platform managers without executing trades or offering individualized portfolio customization.

Sarah Bomhoff is a CFA® charterholder with six years of industry experience. She has worked at ThirtyNorth Investments, LLC since 2019 and previously spent six years at Scout Investments. ThirtyNorth Investments serves individual and high-net-worth clients with services including portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm uses a committee-driven investment process focused on strategic, global asset allocation and offers specialized strategies such as the Women Impact Strategy, which targets gender representation benchmarks.

Joseph Osullivan is a financial advisor at Beam Wealth Advisors, Inc. in New Orleans, LA, with 28 years of industry experience. He holds a Series 66 designation and has worked at Beam Wealth Advisors since 2008, with prior experience at Securities America Inc and Purshe Kaplan Sterling Investments. Outside of advising, he is also licensed as an agent for fixed/traditional insurance products. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs an asset allocation and diversification approach informed by Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated tax and CPA entities.

Kenneth Milvid is a financial advisor at ThirtyNorth Investments, LLC with one year of industry experience. He holds the Series 65 designation and has worked at ThirtyNorth since 2022. Prior to this, he has been the owner and principal of NOLA Veteran Ventures, LLC dba Capstone Professional Resources since 2018, a business providing facilities support and wholesaling services for federal government agencies. ThirtyNorth Investments serves individual and high-net-worth clients, offering discretionary and limited non-discretionary portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm employs a committee-driven investment process focused on strategic, global asset allocation using mutual funds, ETFs, individual securities, and structured notes where appropriate.

Christine Montz is a CFP® with 26 years of industry experience, currently serving at Montz Harcus Wealth Management in New Orleans, LA. She has held positions at Purshe Kaplan Sterling Investments and Ameritas Life Insurance Corp., among others. In addition to her advisory role, she provides tax preparation services and serves as a board member for Lambeth House Inc. Montz Harcus Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities. The firm manages approximately $876 million across about 667 client relationships, offering investment supervisory and portfolio management, financial planning, pension consulting, and access to third-party and private alternative managers.

Hank Boudreaux is a CFP® with 22 years of industry experience, currently serving as an advisor at The Planning Center, Inc. since 2017. Prior to this, he worked at Upperline Financial Planning, LLC for seven years. The Planning Center, Inc. is a fee-only advisory firm that offers financial planning and investment services to individuals, retirement plans, trusts, and small businesses. The firm uses a personalized approach with multiple meetings and regular follow-ups, implementing portfolios based on modern portfolio theory through various investment vehicles.