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.

Todd Hubbell is a CFP® with 15 years of industry experience, currently serving at Hubbell Strickland Wealth Management, LLC in New Orleans, LA. He has been affiliated with Stokes and Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments since 2014. Hubbell Strickland Wealth Management manages approximately $540 million across more than 400 client relationships, including individuals, trusts, charitable organizations, and retirement plans. The firm follows a long-term, fundamentally driven investment approach focused on asset allocation and research, utilizing a range of securities and occasionally independent managers for active portfolio management.

Selina Harrell is a financial advisor at JECohen & CO., LLC with one year of industry experience. She holds a Series 65 designation. Her background includes various roles across multiple industries prior to joining JECohen, including a position with the St. Tammany Parish School Board. 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 investment approach rooted in fundamental analysis and manages both individual accounts and pooled private investment vehicles.

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.

Stephen Cangelosi is a financial advisor at Hancock Whitney Investment Services Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Hancock Whitney Bank since 2018, following sixteen years at Capital One Asset Management LLC. Cangelosi serves as a volunteer board member for The Emerge Center and the Baton Rouge Speech and Hearing Foundation, both nonprofit organizations supporting children with autism and individuals with communication challenges. Hancock Whitney Investment Services provides discretionary model-based investment advice primarily to individual program participants through wrap-fee and managed account programs. The firm develops and manages model portfolios using fundamental and quantitative analysis and delivers these models to platform managers and program sponsors for implementation.

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.

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.

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.

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.

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.

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.

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.

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.