Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.

Joseph Zinsel is a financial advisor at Open Source Investments, LLC with 16 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to joining Open Source Investments in 2017. Outside of his advisory work, he serves as managing member of ZFT LLC and managing partner of Mile End Capital Management LLC, both unrelated to investment advisory services. Open Source Investments provides discretionary asset management to individuals, small businesses, retirement plans, trusts, foundations, and corporations. The firm utilizes two distinct strategies—one focused on actively managed mutual funds and another incorporating ETFs with technical and economic analysis—serving a client base primarily of non-high-net-worth individuals and small businesses.

Andre Toce Jr. is a financial advisor at Toce Financial Group LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Toce Financial Group since 2018, following three years at Fmsa. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities. The firm emphasizes low-cost, broadly diversified, index-based allocations with an option for active or value-oriented management, incorporating tax-aware strategies and periodic plan reviews.

Scott Capace is a financial advisor with Open Source Investments, LLC in Mandeville, LA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two distinct investment strategies that combine asset allocation with active management and technical analysis, employing a range of securities including mutual funds, ETFs, and individual equities.

David Simpson is a financial advisor with The Fiscal Fitness Company, Inc. in Mandeville, LA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at The Fiscal Fitness Company since 2006. In addition to advisory services, he is involved in life insurance sales. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, managing portfolios mainly through no-load and load-waived mutual funds and ETFs. The firm serves both individual and high-net-worth clients and offers financial consulting alongside its advisory and insurance services.

Rachel Simpson is a financial advisor with The Fiscal Fitness Company, Inc. in Mandeville, LA, holding 20 years of industry experience. She has been with The Fiscal Fitness Company since 2006 and has also worked as a homemaker since 2002. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, managing accounts on both discretionary and non-discretionary bases. The firm primarily uses no-load and load-waived mutual funds and ETFs, following a strategy that includes fundamental and technical analysis along with the NoLoad FundX “upgrading” approach.

Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.

Lowell Dever is a financial advisor with Charter Advisory Corporation in Slidell, LA, holding a Series 63 designation and over 56 years of industry experience. He has been with Charter Advisory Corporation since 2015 and has worked with LPL Financial LLC since 2009. Outside of his advisory roles, he is licensed in life and health insurance through Dever & Associates. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves both retail and high-net-worth clients through a multi-advisor team approach.

Janae' Bridges is a financial advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Gregory Ricks & Associates, and JECohen & CO., LLC. Prior to her advisory career, she was employed by the State of Wyoming and Morguard. Brooklyn FI serves individual and high-net-worth clients with investment management, financial planning, and retirement-account advisory services. The firm emphasizes passive investment strategies while incorporating specialized external managers and aggregates held-away assets to provide comprehensive portfolio oversight.

Paul Guidry is a financial advisor with Summit Financial Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ADG Wealth Management, Triad Advisors, and Industrial Management Group, Inc. Outside of advising, he owns and manages a small business consulting and management firm serving closely held businesses. Summit Financial Wealth Advisors offers discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides a range of services including pension consulting, outsourced business management, and divorce financial consulting, utilizing a mix of analytical approaches and customized strategies overseen by an investment committee.

Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.

Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.

Eric Hite is a financial advisor at Consortium Private Wealth LLC with 18 years of industry experience. His prior roles include positions at Crown Capital Securities LP, ValMark Securities, Inc., Valmark Advisers, Inc., and Questar Capital Corporation. He holds Series 63 and Series 66 licenses. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a focus on tailored asset management, financial planning, and consulting services. The firm primarily manages non-discretionary portfolios and offers a range of corporate and tax-oriented planning services.

James Churchill Jr. is a financial advisor at Consortium Private Wealth LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Consortium Private Wealth since 2024, following prior roles including at The Consortium, LLC and Uber. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, focusing on tailored asset management and comprehensive financial planning. The firm is notable for managing primarily non-discretionary portfolios within a small client base and offering specialized corporate and tax-oriented planning services.

Mark Kebodeaux is a financial advisor at Meridian Wealth Management, LLC with 34 years of industry experience. He previously worked for First Financial for 10 years before joining Meridian in 2023. Kebodeaux holds Series 63 and Series 65 licenses. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Drake Cooper is an advisor at Meridian Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Meridian Wealth Management, Cooper worked at Northwestern Mutual Wealth Management Company and International Paper. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering IPS-driven tailored advice primarily on a discretionary basis using a variety of investment strategies.

Dominick Messina is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Gibbs Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC dba Fusion Capital Management for three years and has operated Messina's Wealth Management since 2017. He is also the owner of Messina Wealth Group, where he conducts insurance sales. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Jay Badeaux is a financial advisor with Capital Analysts in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Next Generation Holdings, LLC and Lincoln Investment Planning, Inc. He is also the chief operating officer of EldercareLA, LLC, an agency offering fixed insurance products such as life and long-term care insurance. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors. The firm employs a proprietary mutual-fund screening process and delivers investment management both on discretionary and non-discretionary bases.

John Harkins Jr. is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. He is also the owner of A.E.I., LLC, a cargo securing design and analysis business serving the oil field offshore transport sector since 2006, and Harkins, LLC, which focuses on insurance and retirement strategies. At Foundations Investment Advisors, John provides financial planning and portfolio management as part of a large, multi-team firm. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.

Amber Andre is a financial advisor with Capital Analysts in Slidell, LA, holding Series 65 and Series 63 credentials and 11 years of industry experience. She has been affiliated with Lincoln Investment since 2015 and SABADIE GROUP since 2014. Outside of her advisory work, she is a member of the Slidell Kiwanis Club and coaches youth volleyball. Capital Analysts serves both retail and institutional clients by providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house teams. The firm combines discretionary and non-discretionary investment management with a proprietary mutual-fund screening process and maintains institutional relationships that support a range of cash sweep products and retirement services.