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.

Andrea Panaitescu is a financial advisor at Hancock Whitney Investment Services Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hancock Whitney Bank, RBC Capital Markets LLC, and Northwestern Mutual, among other firms. Panaitescu is based in New Orleans, LA. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice through wrap-fee managed account programs, offering separately managed accounts and Fund Strategy Portfolios primarily to individual investors via program sponsors. The firm employs a combination of fundamental and quantitative analysis in its investment approach and operates as a wholly owned subsidiary of Hancock Whitney Corporation with affiliations to Hancock Whitney Bank and Hancock Whitney Asset Management.

Michael Dickerson is a financial advisor at Capital Markets IQ, LLC with 22 years of industry experience. He has been with Capital Markets IQ since 2017, following a one-year tenure at Carlton Hall Asset Management, LLC. He holds Series 63 and Series 66 designations. He is also the owner of Michael G Dickerson, LLC, which has not commenced operations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual, high-net-worth investors, small businesses, and pension/profit-sharing plans. The firm offers portfolio management, financial planning, business consulting, and administrative services across a broad range of instruments, operating through a multi-branch model with centralized supervision and coordination with external professionals.

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.

Robert Teten Jr. is a CFA® charterholder affiliated with Hancock Whitney Investment Services Inc. in New Orleans, LA. He has three years of industry experience and has been with Hancock Whitney Bank since 2004. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily for individual participants in wrap-fee and managed account programs. The firm uses fundamental and quantitative analysis to develop model portfolios delivered to platform managers or program sponsors who implement trades and handle reporting.

Eric Fenlason is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He currently works at Legacy Investment Strategies, LLC and has previous experience with firms including LPL Financial, John Hancock Investment Management, and Manulife Asset Management. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm’s approach includes discretionary asset management, financial planning, and referral services, with portfolios tailored to client goals, time horizons, and risk tolerances using both fundamental and technical analysis.

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.

Jason Morvant is a Series 65-licensed advisor at JECohen & CO., LLC with two years of industry experience. He is also a licensed physician actively practicing medicine and surgery. Prior to joining JECohen & CO., he worked at Ochsner Medical Center Westbank and Iberia Medical Center. JECohen & CO. provides investment management and financial planning services to individuals, institutions, and private funds. The firm employs a value-oriented, bottom-up fundamental approach focused on capital preservation and long-term investment horizons.

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.

Suzanne Mestayer is a financial advisor with ThirtyNorth Investments, LLC in New Orleans, LA, holding a Series 65 designation and 15 years of industry experience. She has been with ThirtyNorth since 2010 and also works with Advisean Partners, LLC. Suzanne serves on the board of Pan American Life Insurance Group, a mutual insurance company distributing life and health insurance products across the Americas. 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 follows a committee-driven investment process focused on strategic global asset allocation using mutual funds, ETFs, individual securities, and structured notes, and manages a Women Impact Strategy designed to maintain gender-representation benchmarks.

David Pointer is a financial advisor at Waters, Parkerson & Co., LLC with 34 years of industry experience. He has been with Waters, Parkerson & Co., Inc. since 1982. He holds the Series 63 and Series 65 designations. 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 and a mix of long- and short-term strategies across multiple asset classes, while also offering related consulting on estate, tax, and insurance matters as well as trustee services.

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.

Robert Bruner is a financial advisor with BankPlus Wealth Advisors in New Orleans, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at BlackRock Investments and JPMorgan Investment Management. Outside of his advisory role, he serves as an advisor for Spot2Nite Inc., a Recreational Vehicle iOS application, assisting with business structure and pitchbook presentations. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments, managing approximately $263.8 million across about 633 client relationships. The firm focuses on customized portfolios and employs a fundamental, bottom-up investment approach with in-house research.

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.

Michael Miller is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds a Series 63 designation and previously worked for Coker & Palmer, Inc. for 11 years before joining Moors & Cabot. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, employing a variety of analytical methods and strategies, and utilizes both third-party and affiliated sub-advisors.