Connor Duplessis is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Second Line Capital, LLC and previously worked at Faubourg Private Wealth and the Lumpkin Agency. Outside of his advisory roles, he has experience with Antioch Community Church of Greater New Orleans. 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 investments according to clients’ objectives, risk tolerance, and liquidity needs.

Timothy Aubin is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked 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 uses a blend of proprietary model portfolios and independent managers to tailor portfolios to client objectives, risk tolerance, and liquidity needs across multiple platforms and custodial relationships.

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.

Brentson Bowlin is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, Level Four Advisory Services, and J.P. Morgan Securities. Outside of his advisory work, he acts in a fiduciary capacity for a family trust. 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 across multiple platforms, providing both discretionary and non-discretionary investment management.

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.

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.

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.

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.

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.

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.