Mitchell Bordelon is a financial advisor at Dumaine Investments LLC in New Orleans, LA, holding the CFP® designation and Series 66 license with 12 years of industry experience. His prior roles include positions at Crescent Sterling, Ltd and Hancock Bank, where he also worked with Hancock Investment Services, Inc. Mitchell’s background spans both banking and investment services. Dumaine Investments provides investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes advice and portfolio allocations based on client objectives, risk tolerance, and liquidity needs, with a focus on both public and private investment opportunities, including private real estate placements and tailored portfolios.

Deke Carbo is the sole advisor at MÄTIS Financial LLC in Metairie, LA, with 22 years of industry experience. He has led MÄTIS Financial since 2006. MÄTIS Financial LLC provides investment advisory and financial consulting services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and individual clients. The firm specializes in employee benefits and pension consulting for ERISA plans and plan fiduciaries, offering advice on a non-discretionary, consultative basis without ongoing portfolio management or asset custody.

Raymond Davis is a CFP® professional with 23 years of experience in the financial services industry. He has been with Stability Financial, LLC since 2013 and holds Series 63 and Series 65 licenses. Stability Financial serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a goals-based investment process and manages client accounts using a variety of investment vehicles, combining fundamental and technical analysis.

Marigny De Mauriac is a financial advisor with deMauriac LLC in New Orleans, LA, holding a Series 66 license and 12 years of industry experience. Prior to founding deMauriac LLC in 2019, she worked at Edward Jones and Prudential-affiliated firms. Outside of advising, she serves as CEO of AWM Insurance, is an author and illustrator, and leads ThinkCap, a platform supporting underrepresented entrepreneurs. deMauriac LLC manages approximately $40 million across more than 200 client relationships, providing portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory, utilizing a range of securities and insurance products, while also offering pension consulting and educational services.

I specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with. Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions. I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly. When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.

Jamin Estep is the principal of Estep Capital Management, an independent advisory firm based in New Orleans, LA. He holds a Series 65 credential and has 10 years of industry experience. Prior to founding Estep Capital Management in 2015, he worked at Re/Max LLC for 14 years. Estep is also a licensed real estate broker. Estep Capital Management serves individual clients and small businesses, managing portfolios on a discretionary basis. The firm’s investment approach focuses on fundamental analysis and a buy-and-hold strategy to identify undervalued assets, with guidance tailored to clients’ objectives and risk tolerance.

Andrew Carreon is a CFA® charterholder and the sole advisor at Emeth Value Capital, LLC, with five years of industry experience. Prior to founding Emeth Value Capital in 2020, he worked at the University of Notre Dame Investment Office from 2014 to 2020. Emeth Value Capital is an independent registered investment adviser serving individuals, endowments, foundations, family offices, and institutional clients. The firm employs a concentrated, value-oriented investment strategy focused on business quality and free cash flow, utilizing a combination of fundamental, quantitative, and qualitative research across equities, fixed income, and options.

Kenneth Canepa is a financial advisor at Union Capital Management Corp with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Union Capital Management since 1987. The firm provides discretionary investment management primarily to a select group of clients, including a Louisiana municipal/public fund, high-net-worth individuals, and corporate accounts. Union Capital Management emphasizes income and dividend-producing securities, with a notable focus on managing a municipal/public fund under a benchmark-linked compensation arrangement, operating with a two-advisor team and maintaining a concentrated, income-oriented investment approach.

Michael Ripski is a financial advisor at Skipjack Financial with two years of industry experience. He holds the Series 65 designation and has prior work experience at Champe Carter Consulting, Intralox, and ANet. Skipjack Financial is a fee-only, independent investment adviser serving high-net-worth individuals and a small number of institutional clients, including pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on portfolio construction based on Modern Portfolio Theory and behavioral finance, typically using passive, index-based ETFs and mutual funds with an option for ESG strategies, and emphasizes planning and fixed or project fees rather than percentage-of-AUM charges.

Dinu Tise is a financial advisor with Synergist Private Wealth LLC, holding a Series 66 designation and over 20 years of industry experience. His work history includes roles at J.P. Morgan Securities, Ameriprise Financial Services, Mutual Advisors, and Gibbs Wealth Management. Outside of advisory work, he is an independent insurance agent. Synergist Private Wealth LLC provides advisory services to individuals, high-net-worth clients, and trusts, primarily by recommending and monitoring third-party managers. The firm focuses on client support, financial planning, and coordinating with external asset managers rather than directly managing client assets.

Katrina Kourkoutis is a Certified Financial Planner® with 14 years of experience, currently serving as the sole advisor at A More Certain Path in Jefferson, LA. Her prior roles include positions at Montz Harcus Wealth Management and Ameritas Investment Corp. She has contributed to exam preparation materials for the CFP® exam as an independent contractor with Mometrix Media. A More Certain Path provides comprehensive financial planning and investment consultation primarily to individuals, high-net-worth clients, and small businesses via phone or video conference. The firm employs a risk-managed, passive investment approach focusing on asset allocation, broad diversification, and tax-aware placement, offering written recommendations rather than discretionary management.

Anthony Dinatale is the sole advisor at Bavarian Wealth Management, Inc. in New Orleans, LA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Bavarian Wealth Management since 2004 and also serves as president and CEO of Bavarian Professional Tax Service since 2012. Bavarian Wealth Management provides personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $20.88 million in discretionary assets, offering portfolio management, financial planning, and securities advice with an investment approach that combines fundamental and technical analysis tailored to client needs.

William Crull IV is the sole advisor at Sage Capital Advisors, LLC, an independent firm based in Metairie, Louisiana. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience. Crull has led Sage Capital Advisors since 2011. Sage Capital Advisors provides fee-based investment advisory and financial planning services to individuals and businesses. The firm employs a tactical allocation approach on a non-discretionary basis, emphasizing client approval of trades and offering customized portfolio management that draws on fundamental, technical, and cyclical analysis.

Kirk Blaise is a CFP® professional with 29 years of industry experience, currently serving as the sole advisor at Creole Wealth Solutions, LLC in New Orleans, LA. His career includes roles at LPL Financial and leadership of his own firms, Blaise & Associates, LLC and Creole Health Solutions LLC. In addition to his advisory work, he maintains an insurance agency that operates as part of his broader business activities. Creole Wealth Solutions is an independent registered investment adviser managing approximately $22.5 million for about 25 clients, including individuals, high-net-worth clients, and retirement plan sponsors. The firm provides discretionary asset management, comprehensive financial planning, and ERISA retirement plan services, offering tailored investment programs based on client goals and risk tolerance.

Gary Birdsall is a CFP®-certified financial advisor with seven years of industry experience. He is currently with True Financial, LLC, where he has worked since 2024. Prior to this, he held roles at Hassell Wealth Management, Eagle Strategies LLC, and New York Life. Birdsall maintains an active Louisiana attorney license but does not practice law or receive compensation for legal services. True Financial, LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm combines fundamental analysis and modern portfolio theory to manage accounts and places particular emphasis on pension plan consulting alongside individual client services.

Chadwick Landry is a financial advisor at Poydras Capital Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Johnson Rice & Company, L.L.C., The Leaders Group Inc, and IIFL Capital Inc. Landry also serves as President and Executive Director of the Cancer Advocacy Group of LA. Poydras Capital Partners is a single-advisor registered investment adviser managing approximately $26.7 million for about 51 clients, serving individuals and other investment advisers. The firm offers discretionary portfolio management, utilizes a mix of in-house and third-party model portfolios, and employs various analytical methods across equities, mutual funds, ETFs, and fixed income instruments.

Joey Agular is a financial advisor with Agular Asset Management LLC in Metairie, LA, holding a Series 65 designation and possessing 34 years of industry experience. He previously worked at Johnson Rice & Company L.L.C. for 30 years and currently serves as a director for two private startup companies. Agular Asset Management LLC provides discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, employing various strategies including options writing and use of derivatives, with client accounts reviewed quarterly for suitability and tax-loss harvesting.

David Huff is the principal of DW Huff Advisory, an independent firm based in Chalmette, LA. He holds the PFS™ designation as well as Series 63 and 65 licenses, and has 17 years of experience in the financial industry. Prior to founding his current advisory practice, he worked at H.D. Vest Advisory Services and Nunez Community College. Since 2019, he has owned a public accounting firm, DW Huff Consulting, where he provides tax accounting services to individuals and businesses. DW Huff Advisory primarily serves individual clients and also provides portfolio management for institutional clients, managing approximately $1.5 million in assets. The firm offers discretionary portfolio management, integrates tax and accounting services through its affiliated accounting practice, sponsors a wrap fee program, and conducts educational seminars. These features distinguish it from many other solo independent advisory firms.

Mortimore Kelly is the principal of Mort Kelly Financial Services, LLC in New Orleans, LA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2012. Outside of his advisory role, he serves as the licensed parliamentarian for the New Orleans Association of Health Underwriters, ensuring compliance with organizational bylaws and meeting procedures. Mort Kelly Financial Services provides financial planning, portfolio management, and third-party adviser recommendations focused primarily on mutual funds and exchange-traded funds. The firm customizes investment strategies to client objectives using both fundamental and technical analysis, employing long- and short-term purchase strategies with ongoing monitoring and formal annual reviews.

Todd Tillery is a CFA® charterholder with 19 years of industry experience. He has worked at Deane Retirement Strategies, Inc. since 2002. The firm provides discretionary portfolio management and offers financial and retirement planning services to individual and high-net-worth investors, trusts, estates, and employer-sponsored retirement plans. Deane Retirement Strategies employs a balanced investment approach using stocks, bonds, and ETFs, including some alternative ETF strategies and cryptocurrency exposure, while also providing specialized retirement-plan solutions for plan sponsors.