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.

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.

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.

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.

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.

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.

Blair Barbier is a financial advisor with Regatta Research & Money Management L.L.C., holding 21 years of industry experience. He has been with Regatta since 2001 and is also a baseball player with the Chicago Cubs organization since 2000. Regatta Research & Money Management is a fee-only advisory firm serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an analytical investment approach that includes fundamental, technical, and quantitative analysis, and offers a range of strategies incorporating alternative and structured investment solutions.

John Dawes is a financial advisor at Legacy Investment Strategies, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously with firms including MML Investors Services, MassMutual, and Magnolia Wealth Strategies. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm offers discretionary asset management, financial planning, and solicitor services, with portfolios tailored to client goals and managed by a team of eight advisors overseeing approximately $111 million in assets.

Justin Ranger is a financial advisor at Second Line Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services and Raymond James & Associates. Ranger serves on the Board of Directors for the American Diabetes Association. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor investment strategies according to clients’ objectives, risk tolerance, and liquidity needs.

Bennett Duffy is a financial advisor with Montz Harcus Wealth Management in New Orleans, holding a Series 66 credential and five years of industry experience. He has worked at several firms including LPL Financial, NewEdge Advisors, Beacon Pointe Advisors, and Ameriprise. Montz Harcus Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $876 million across about 667 client relationships. The firm offers investment management, comprehensive financial planning, pension and project consulting, and access to alternative managers, utilizing a mix of analytical approaches and maintaining regular account reviews.

Alexander Harcus is a CFP® and holds a Series 66 license with 12 years of industry experience. He is a Vice President at Montz Harcus Wealth Management and has previously worked at Ameritas Investment Corp and Physician's Resource Group. Outside of his advisory role, he serves as a member of the board for the Metarie Club Gardens. Montz Harcus Wealth Management is a six-person advisory team managing approximately $876 million across roughly 667 client relationships. The firm serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering investment supervisory services, comprehensive financial planning, and pension consulting with a mix of investment analysis techniques and a long-term trading orientation.

Pierre Villere II is a Series 65 licensed financial advisor with Stratos Wealth Advisors LLC in Metairie, LA, bringing 10 years of industry experience. His career includes roles at Crescent Capital Consulting, LLC, LPL Financial, and Stratos Wealth Partners prior to joining Stratos Wealth Advisors. Stratos Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting, utilizing a network of independent advisory representatives who create customized asset allocations and manage portfolios across various platforms.

Julian Good Jr. is a ChFC® credentialed financial advisor with ValMark Advisers, Inc., bringing 43 years of industry experience. He has been with ValMark since 2013 and is based in Metairie, LA. Outside of his advisory role, he serves as a board member of Touro Infirmary and acts as an expert witness in cases related to various insurance products. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Ronald Morrison Jr. is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and two years of industry experience. He is also an attorney with over 20 years at Morrison Law Group, PLC, where he focuses on estate planning. In addition to his advisory role, he provides financial planning and educational services to estate planning clients through Morrison Money Management, LLC. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses various asset-allocation models and third-party platforms to tailor investment strategies.

Edward Bush is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 45 years of industry experience. Prior to joining Prospera in 2021, he worked for Dorsey & Company, Inc. for 32 years. Outside of his advisory role, he is a co-owner and proprietor of family-owned ranches in Texas, involved in cattle ranching and agricultural leasing. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Slade Simons is a financial advisor with Arkadios Wealth Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024 and has prior experience with Gulf Coast Bank and LPL Financial. Simons serves as a deacon at First Baptist New Orleans and holds board positions with several nonprofit organizations, including the GPOA Foundation and Baptist Community Ministries. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party managers, and financial planning solutions. The firm supports advisors with an in-house portfolio team and employs a mix of fundamental, technical, and cyclical analysis while acting as a fiduciary in retirement plan consulting.

Taylor Watson is a CFP® professional with nine years of industry experience. He currently works at The AmeriFlex Group and has prior experience with Cambridge Investment Research, Inc., OSAIC, and Besselman and Associates. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting services, delivering customized strategies through various model asset allocations and manager relationships.

Katy Hane is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds a Series 65 credential and has previously worked at firms including TruWealth Advisors, Cetera, Avantax, and JPMorgan Chase. Outside of her advisory role, she serves as a treasurer for a homeowners association and is a volunteer member and registered agent for a local LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations, providing a range of investment management, financial planning, and multi-family office services.

Nicholas Salas is a financial advisor with Arkadios Wealth Advisors in Metairie, LA. He holds the Series 66 designation and has been in the industry since 2023, with prior experience at Gulf Coast Bank & Trust Co and LPL Financial. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a multidisciplinary investment approach supported by an internal portfolio team and serves both discretionary and non-discretionary clients.