High-net-worth advisors focused on family business in Louisiana

David Cade is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 20 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Smith & Wyatt since 2022, following previous roles at CoreCap Advisors and Cambridge Investment Research. Outside of advisory work, he is the founder of Frontier Wealth Management and acts as an independent insurance agent. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm emphasizes discretionary portfolio management using mutual funds and ETFs, with tailored strategies based on various analytical methods and client-specific objectives.

John Zaffarano is a financial advisor at NFSG Corporation with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2016, following a brief tenure at Newport Coast Securities. Outside of his advisory role, he manages Digital Star Entertainment LLC, a music production and record label business, and Arqive AI LLC, a social media app and entertainment venture. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a range of investment strategies and frequently employs third-party asset managers, offering both discretionary and non-discretionary services.

Richard Martin is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. Prior to joining Cetera in 2025, he spent over two decades with Avantax Advisory Services and related entities. Outside of his advisory role, Martin is the owner and sole proprietor of Martin & Pellegrin, CPAs, where he provides tax preparation and accounting services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Edward Blatz is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with high net-worth families and closely-held businesses, focusing on estate and wealth management strategies. Edward partners closely with clients’ tax advisors and estate planning attorneys to provide a comprehensive approach to managing both financial and personal aspects of their lives. His services include performance assessment, personalized guidance, and periodic reviews to help clients progress toward their individual financial goals. Edward joined Merrill Lynch Wealth Management in 1985 and has over 40 years of experience developing tailored financial solutions that consider clients’ risk tolerance, time horizon, liquidity needs, and investment objectives. His areas of expertise encompass college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management, managing new wealth, investment strategies, and retirement income. Edward holds a Bachelor’s Degree from Adelphi University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edward is also a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional work, he has personal interests in golfing, reading, and tennis.

Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Bedrock Digital Asset Management, MML Investors Services, and Mass Mutual Life Insurance. Outside of advising, Scovill is co-owner of Bedrock Digital Asset Management and YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management provides multi-family office services, investment management, and fee-based financial planning primarily to high-net-worth individuals, trusts, and small business owners. The firm uses computer models, economic research, and ongoing monitoring to manage diversified portfolios and offers family-office services including estate and tax planning, philanthropic guidance, and business consulting.

Robert Mainello is a CFP® professional with over 10 years of experience in the financial industry. He has worked at Waldron Private Wealth since 2022 and previously held roles at Wells Fargo Bank and SEI Investments. Outside of his advisory work, he owns a sports marketing business that arranges paid public appearances for professional athletes around the Philadelphia area. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset allocation approach with a diverse mix of investment vehicles, including alternative allocations and less-liquid strategies, supported by ongoing portfolio monitoring and rebalancing.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining IEQ Capital in 2019, he worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments.

Robert Neuman is a financial advisor with FIDERE Advisors in Minnetonka, MN, holding a Series 65 designation and five years of industry experience. Before joining FIDERE, he worked at Boulevard Wealth Management and spent over two decades at Koch Petroleum Group and Marathon Petroleum Co. FIDERE Advisors provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily recommending mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, insurance advisory, and research and valuation projects.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.