Flat-fee, key person insurance & risk mitigation financial advisors

George Leisure is a financial advisor with BSG Advisers, holding Series 66 and Series 63 licenses and 12 years of industry experience. He previously worked at Eagle Strategies and Avenue Wealth Management, as well as NYLIFE Securities and New York Life Insurance Company. Since August 2024, Leisure has also been engaged in the sale of life, disability, and long-term care insurance as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, focusing on integrated financial planning and investment management. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and offers a distinctive educational program alongside business-owner-specific planning and fiduciary retirement-account services.

Daniel Toro Jr. is a CFP® and ChFC® credentialed financial advisor with 13 years of experience at Edward Jones in Metairie, LA. He has served with the firm since 2013. Outside of his advisory role, he volunteers as an alumni advisor, assisting with recruitment and treasury duties for the Phi Iota Alpha Fraternity at LSU. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Veska Kita is a financial advisor at ACI Group with 24 years of industry experience. She holds a Series 66 designation and has been associated with Arete Wealth Management since 2011 and AFC Asset Management Services, Inc. since 2010. Outside of her advisory work, she serves as the treasurer for the nonprofit City Wildlife and is a board member and shareholder of Accustrata, Inc., a company specializing in thin film technology. ACI Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm offers discretionary portfolio management, comprehensive financial and business planning, and corporate retirement-plan advisory, employing a range of strategies that include fundamental and technical analysis, with a formal communications and education program for clients.

Anthony Krance is a CFP® professional with 17 years of experience in financial advising. He is the principal of Circle R Wealth LLC, an independent firm he has led since 2009. In addition to his advisory role, he operates a sole proprietorship that provides insurance products and services. Circle R Wealth LLC offers asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing various strategies including model portfolios through third-party managers, with most client assets managed on a non-discretionary basis.

Jonathan Peyton is a CFP® professional with 21 years of experience in financial advisory services. He is the principal of Different Investments, LLC, an independent firm based in Ashburn, VA, and has held roles at firms including USAA and LPL Financial. Outside of advising, Peyton is involved in multiple business ventures such as a publishing firm producing educational content and a business consulting service. Different Investments, LLC offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a range of analytical techniques to customize portfolios and provides specialized planning services including divorce consulting, exit planning, and special-needs planning.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.