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 at Pelican Advisory LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial. He serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory provides comprehensive financial planning and discretionary portfolio management primarily for families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm emphasizes individualized risk assessment and ongoing advisory support, utilizing a variety of investment vehicles and leveraging LPL Financial’s advisory programs and custodial services.

Raymond Jenkins Jr. is a Series 66 licensed advisor with 19 years of industry experience. He is currently with Live Oak Wealth Management, LLC and also serves as principal and manager of WeInsure Smart, LLC, a property and casualty insurance agency. His prior experience includes roles at Purshe Kaplan Sterling Investments, Securities America Advisors, and Live Oak Financial Group. Live Oak Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and other advisory firms. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods to manage diversified portfolios on a discretionary basis, tailored to each client's needs.

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 licenses and possessing 14 years of industry experience. He has worked at Ohio National Life Insurance since 2002. Outside of advisory services, he is involved in life and disability insurance sales through his ownership of Cornerstone Consulting Inc. and facilitates mergers and acquisitions referrals for the Kingsley Group. He also has a minor involvement in Stump and Grind, LLC, a local stump removal business managed by his daughter. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients by providing portfolio management and broader financial planning services. The firm uses a proprietary “Financial Engineering” process and employs fundamentally driven investment analysis, offering recommendations that include mutual funds, bonds, and equities alongside substantial non-securities advice such as 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 designation and two years of industry experience. He previously worked at LPL Financial LLC and has held roles outside finance, including as a professional tennis instructor. Pelican Advisory provides comprehensive financial planning and discretionary portfolio management primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, and pension plans. The firm emphasizes individualized risk-based asset allocations and ongoing advisory support, coordinating implementation with outside professionals.

Stephen Satterlee is a financial advisor with Live Oak Wealth Management, LLC in Covington, LA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Simplicity Investments, Purshe Kaplan Sterling Investments, and Securities America Advisors, among others. Outside of advising, he is involved in several business management roles, including serving as president of Morning Star Strategic Management, Inc. and managing member of Thousand Oaks, LLC. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate-planning reviews to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses a long-term, quantitatively informed investment approach and manages portfolios including equities, fixed income, alternatives, and insurance products on a discretionary basis.

Daniel Haar is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaches soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate planning for individuals, charitable organizations, and business entities. The firm uses a blend of fundamental and quantitative analysis within a long-term, discretionary investment approach and offers access to a broad range of instruments including equities, fixed income, alternatives, and insurance products.

Joseph Prisco Jr. is a CFP® professional with 20 years of experience, currently serving at Advocacy Financial LLC in Covington, LA. He has previously worked with Purshe Kaplan Sterling Investments and Securities America, Inc., among other firms. In addition to his financial advisory role, Prisco is a licensed attorney and serves on the board of a local recreational district. Advocacy Financial LLC serves individual clients, including high-net-worth individuals, as well as trusts, estates, business entities, and retirement plans. The firm provides financial planning, investment management, consulting, and ERISA 3(21) fiduciary services, offering customized portfolios that emphasize asset allocation, tax efficiency, and periodic rebalancing while integrating legal and insurance services.

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 seven years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Branch Wealth Strategies since 2006. Outside of advising, he owns and operates an insurance agency and serves as managing member of a company involved in plane ownership. Pelican Advisory provides comprehensive financial planning and discretionary portfolio management primarily for families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm emphasizes ongoing advisory support and uses Riskalyze to tailor asset allocations, favoring ETFs to manage cost and tax impact.

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.

Leo Labourdette Jr. is a CFP® professional with 38 years of industry experience, currently serving at Martin & Associates Investment Advisory Services LLC since 2009. He previously worked at FSC Securities Corporation and OSAIC. Labourdette also owns a sole proprietorship involved in life and fixed annuity sales. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, employing a sector-rotation strategy primarily using exchange-traded funds. The firm manages approximately $63–64 million across about 250 client relationships and offers both discretionary and non-discretionary arrangements, including ERISA 3(38) investment services for retirement-plan sponsors.

Lawrence Spinosa is a financial advisor with Spinosa Wealth Management Group, holding the CFP® and ChFC® designations and over 39 years of industry experience. He has been with Spinosa Wealth Management Group since 2014 and has prior experience at LPL Financial and Spinosa & Associates, where he also maintains a CPA practice focused on tax preparation and accounting. Spinosa Wealth Management Group provides investment advice and planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers wrap portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to portfolio construction.