Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.

John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.

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.

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.

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.

Andrew Stewart is a financial advisor with WMS Group LLC, holding a Series 65 designation and six years of industry experience. He has been with WMS Group since 2019 and also works with AMS Resources Network. Stewart is a licensed insurance broker for property and casualty, life, and health insurance. WMS Group LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a third-party platform for participant account management and employs fundamental and cyclical analysis to guide investment decisions.

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.

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.

Jillian Nelson is a financial advisor at Asset Planning Services Inc with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Asset Planning Services since 2016. Asset Planning Services Inc serves individuals, retirement plans, trusts, estates, and business entities, providing investment management along with financial and estate planning. The firm combines discretionary portfolio management with tax, accounting, and business consulting services, managing a relatively large asset base through a two-advisor team.

William Stewart is a financial advisor with WMS Group LLC in Folsom, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has been with WMS Group LLC since 2012. Outside of his advisory role, Stewart serves as Vice President of the Miracle Children's Foundation, a nonprofit that provides iPads to children with cancer in hospitals, where he is involved in fundraising and organizing activities. WMS Group LLC offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and business entities. The firm employs a written Investment Policy Statement for each client and manages accounts on a discretionary basis, utilizing fundamental and cyclical analysis across a range of investment strategies.

Matthew Sullivan is a financial advisor at Paradiem, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at First Guaranty Bank for four years. Paradiem serves individuals, high-net-worth families, and charitable organizations through asset management, comprehensive financial planning, and insurance services. The firm focuses on long-term, fundamental analysis to build customized portfolios and provides coordinated planning that integrates tax, estate, and charitable giving considerations.

Craig Marcello II is a financial advisor with Turning Point Financial in Covington, LA. He holds a Series 65 designation and has been in the industry since 2024. His prior work experience includes roles at Morris and Dickson and Armor Documentation, among others. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services and uses a team-based, fiduciary planning process with a combination of customized and model portfolio solutions.

Milton Brown is a financial advisor at Paradiem, LLC with a Series 65 designation and two years of experience at the firm. Prior to joining Paradiem, he worked at Prepare International for 18 years and is currently involved with Impact Kingdom Group, LLC. Paradiem serves individuals, high-net-worth families, and charitable organizations, offering asset management, comprehensive financial planning, and insurance services. The firm employs a long-term investment approach based on fundamental analysis and provides coordinated family capital architecture planning that integrates tax, estate, and charitable giving considerations.

Brian Parker is a ChFC® with 33 years of industry experience and is currently associated with Rda Financial Network, where he has worked since 2018. He has held roles at several firms, including Open Source and USA Financial Securities, and has operated as a self-employed advisor since 1984. Outside of advisory work, he serves as an educational presenter for Adult Financial Educational Services and provides notary services. Rda Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Sandra Tackett is a financial advisor at Paradiem, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 10 years. Outside of her advisory role, she owns and operates a home-based travel agency through Archer Travel Group. Paradiem serves individuals, high-net-worth families, and charitable organizations with asset management, financial planning, and insurance services. The firm employs a long-term, fundamental analysis investment approach and acts as a coordinating “family CFO” to facilitate comprehensive planning and values-based strategies.

Caleb Kelso is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Next Level Blending, Tyson Foods, and the University of Arkansas-Fayetteville. Paradiem serves individuals, high-net-worth families, and charitable organizations through asset management, comprehensive financial planning, and insurance services. The firm offers discretionary and non-discretionary portfolio management alongside Family Capital Architecture planning, coordinating tax, estate, and charitable giving considerations with a long-term investment approach grounded in fundamental analysis.

Garrett Leroux is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. He has held positions at firms including Purshe Kaplan Sterling Investments, Ameriprise, Wells Fargo Clearing, and Edward Jones. Outside of his advisory role, he has experience working in community businesses such as Gambino's Bakery and Varsity Theatre. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm provides wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.