Proverbi Capital Advisors, LLC

Eric Lutton is a CFA® charterholder with 15 years of industry experience, currently serving at Proverbi Capital Advisors, LLC. Prior to joining Proverbi in 2026, he spent 11 years with Sound Income Strategies, LLC. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm employs fundamental and cyclical analysis across various investment strategies and serves a client base that mainly consists of non–high-net-worth individuals.

Andrea Hall is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Big Financial Services, and Arbor Financial Services. Outside of her advisory work, Hall is also active as a licensed real estate agent with Waves Realty. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $14.4 million across about 110 client relationships, tailoring investment programs to each client’s goals and risk tolerance using fundamental and cyclical analysis.

Drew Pelton is a financial advisor with Proverbi Capital Advisors, LLC, holding a ChFC® designation and Series 63 and 65 licenses, with 12 years of industry experience. He has worked at several firms, including Kovack Advisors, Inc. and Ridge Capital Advisors, LLC, and operates his own retirement solutions business. Outside of advising, he hosts a radio show focused on financial topics. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations, managing approximately $14.4 million across about 110 accounts. The firm utilizes fundamental and cyclical analysis in its investment strategies and offers financial planning on a range of topics without additional charge.

Lance Mc Cartney is a financial advisor with Proverbi Capital Advisors, LLC in Baton Rouge, LA. He holds a Series 65 designation and has been with Proverbi Capital Advisors since 2026. His prior experience includes roles at Tax & Retirement Solutions, Inc. and Kovack Advisors, Inc., as well as client service positions at State Farm. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm manages approximately $14.4 million across about 110 client accounts and employs a range of investment strategies including fundamental and cyclical analysis, with financial planning services offered without additional charge.

Mistie Babin is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at NYLIFE Securities, LLC and New York Life Insurance Company. Outside of her advisory role, she is involved with Tax & Retirement Solutions, Inc. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm serves mainly non–high-net-worth clients and employs various investment strategies, including fundamental and cyclical analysis, while integrating financial planning topics at no additional charge.