Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Eric Maxwell is a financial advisor at Eagle Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Eagle Capital Management since 2011. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and exchange-traded funds, using fundamental, technical, and cyclical analysis tailored to client objectives.

Matthew Greene is a financial advisor with Pelican Advisory LLC in Covington, LA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at LPL Financial since 2012 and joined Pelican Family Office in 2024. Greene serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory is a family-oriented registered investment advisor serving families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals to execute estate, tax, and insurance-related tasks, utilizing a hands-on approach and a third-party risk tool to build client investment portfolios.

Raymond Jenkins Jr. is a financial advisor with Live Oak Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Edward Jones and Purshe Kaplan Sterling Investments, Inc., among others. He is also the principal owner and manager of WeInsure Smart, LLC, a property and casualty insurance agency. Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm manages approximately $57 million in discretionary assets and uses fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach.

Christopher Smith is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He has worked at Smith Securities LLC since 2017 and previously at Hancock/Whitney Investment Services, Inc. for one year. Smith Securities LLC provides advisory and consulting services to individual and high-net-worth clients, as well as retirement-plan sponsors. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term trading orientation and delivers financial consulting and retirement-plan services while directing investment management to third-party advisers.

Claude Duet is a financial advisor at Asset Planning Services Inc in Covington, LA, with 19 years of industry experience. He holds the Series 65 designation and has been associated with Asset Planning Services since 1979. Asset Planning Services Inc serves individuals, retirement plans, trusts, estates, and business entities by providing financial and estate planning, investment management, business consulting, accounting, and tax return preparation. The firm manages approximately $345.6 million in client assets and emphasizes a comprehensive client review process, balanced portfolio construction, and integration of tax and accounting services.

Richard Martin is a financial advisor at Martin & Associates Investment Advisory Services LLC with 44 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Osaic Wealth, Inc. and FSC Securities Corporation, Inc. prior to his current role. Martin also manages variable annuity contracts as part of his insurance-related activities. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, utilizing exchange-traded funds and a sector-rotation investment approach. The firm offers managed account programs, third-party manager options, and ERISA 3(38) services to retirement-plan sponsors, managing approximately $63–64 million across 250 client relationships.

Christopher Clayton is a financial advisor with Cornerstone Advisory in Mandeville, LA, holding Series 63 and Series 65 registrations and bringing 15 years of industry experience. He has been associated with Ohio National Life Insurance since 2002. Outside of his advisory role, Clayton owns and operates a life and disability insurance sales business and is involved in business referral services for mergers and acquisitions. He also has a minor role in managing a local stump removal company run by his daughter. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients, offering portfolio management along with broader financial planning and advisory services. The firm uses a fundamentally driven investment analysis approach and provides substantial non-securities advice, including tax, insurance, and estate planning.

Beau Thurman is a financial advisor at Cornerstone Advisory with two years of industry experience. Prior to his advisory role, he worked eight years at Advantage Payroll Services and has continued in the payroll and HR field since 2018. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients with portfolio management and broader financial planning and advisory services. The firm employs a proprietary “Financial Engineering” process and fundamentally driven investment analysis, providing primarily non-discretionary client relationships with comprehensive advice that often includes tax, insurance, and estate planning.

Kevin Drummond is a financial advisor at Cornerstone Advisory with three years of industry experience. He has previously worked at Infinity International Inc. since 2019 and has experience in education and fitness through roles at Home Education Center, Slidell High School, and E.P.I.C Fitness Systems, LLC. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and businesses by providing portfolio management alongside comprehensive financial planning and advisory services. The firm emphasizes a fundamentally driven investment approach and employs a proprietary “Financial Engineering” process to develop economic models for client reviews and planning.

Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 credential and two years of industry experience. Prior to joining Pelican Advisory, he worked at LPL Financial LLC and has experience as a professional tennis instructor. Outside of his advisory role, he continues to work as a tennis instructor in Covington, LA. Pelican Advisory is a small, family-oriented registered investment advisor that serves families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals for estate, tax, and insurance implementation.

Stephen Satterlee is a financial advisor at Live Oak Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments. Outside of advising, he manages several non-investment businesses, including retirement planning and business management entities. Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm utilizes individualized Investment Policy Statements and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.

Daniel Haar IV is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaching soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm manages approximately $57 million in discretionary assets and uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.

Joseph Prisco Jr. is a CFP® professional with over 20 years of industry experience, currently serving with Advocacy Financial LLC. His background includes positions at Purshe Kaplan Sterling Investments, Securities America, Inc., and Morgan Keegan & Company, LLC. In addition to his financial advisory work, he is an attorney licensed in Louisiana and serves as a board member for the Recreational District 14 in St. Tammany Parish, Louisiana. Advocacy Financial LLC provides financial planning, investment advisory, portfolio management, and risk-management services primarily to individual and high-net-worth clients. The firm uses a fiduciary standard and integrates legal, tax, and estate planning with portfolio construction based on diversification and asset allocation principles.

Jeffrey Snitzer is affiliated with Legacy Financial Advisors of Louisiana and holds the Series 65 designation. He has been associated with Dr Jeff Snitzer DM LLC since 1983 and joined Legacy Financial Advisors of Louisiana in 2025. Legacy Financial Advisors of Louisiana provides ongoing portfolio management to individuals and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm focuses on documented investment policies and risk tolerances, employing strategies such as covered calls and other options approaches.

Thomas Hughs is a financial advisor at Smith Securities LLC in Covington, LA, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior roles include positions at Consortium Private Wealth LLC, The Prudential Insurance Company of America, and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves on the boards of several social and nonprofit Mardi Gras organizations in Louisiana. Smith Securities provides advisory services primarily to individual and high-net-worth clients, focusing on portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading strategies and tailored recommendations based on fundamental analysis and modern portfolio theory, without managing assets internally.

Jack Branch Jr. is a financial advisor at Pelican Advisory LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pelican Family Office since 2024. His prior work includes leadership at Branch Wealth Strategies and long-term roles with THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, he is involved in managing a private aviation business as managing member of Blue Ocean LLC. Pelican Advisory is a family-oriented registered investment advisor serving families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning and discretionary portfolio management, using risk assessment tools and a preference for ETFs to manage cost and tax efficiency.

Kenneth Ross is a CFA® charterholder with 20 years of industry experience. He has been with Eagle Capital Management, LLC since 2000 and currently serves as one of two advisors at the firm. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and ETFs, integrating fundamental, technical, and cyclical analysis tailored to client objectives.

Matthew Snitzer is an advisor at Legacy Financial Advisors of Louisiana with a Series 65 credential. His work history includes roles at BioHorizons, Rep Data, and NewtonX, spanning various industries since 2019. Legacy Financial Advisors of Louisiana provides portfolio management services primarily to individuals and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and technical analysis. The firm emphasizes documented investment policies and employs a mix of long-term trading and options strategies, including covered calls and spreads.