A complete list of active advisors currently associated with Second Line Capital, LLC

Warmer can help you find a great advisor at Second Line Capital, LLC or one who fits your needs even better.

Second Line Capital serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm provides discretionary and non‑discretionary portfolio management, directs allocations among mutual funds, ETFs, individual securities and Independent Managers, and advises on held‑away products such as variable insurance and retirement plan assets. Advisers tailor client solutions through direct IAR recommendations, firm‑managed model portfolios, and third‑party managers, and make use of multiple sponsored advisory platforms (including LPL programs and an algorithm‑based Guided Wealth offering via a third party). Accounts are monitored on an ongoing basis with at least annual reviews, and the firm’s supervised persons may implement recommendations through both advisory arrangements and commissionable brokerage or insurance channels. What is distinctive for a firm of this size is that Second Line operates from five or more offices, sponsors its own wrap‑fee program (SWM II), and has supervised persons who are licensed insurance agents and dually registered with a broker‑dealer—arrangements the brochure discloses can give rise to conflicts of interest. The firm’s ownership structure (wholly owned by First Line Capital LLC, which also owns another advisory brand), its rapid asset growth since launching in 2023 to over $1.3 billion, and custodial relationships with LPL, Charles Schwab and Raymond James are also highlighted as material business features in its disclosure.

To learn more about the advisors currently working at Second Line Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Second Line Capital, LLC's office locations.

Name	Location	Years of experience
Daniel Abraham Jr.	Metairie, LA	21
Justin Archote	Metairie, LA	7
John Atchley	Metairie, LA	49
Timothy Aubin	Metairie, LA	18
John Bordelon	Metairie, LA	8
Brentson Bowlin	Metairie, LA	20
Robert Brown	Metairie, LA	40
Stephen Browne	Metairie, LA	26
Joseph Combest	Duncan, OK	33
Kyle Combest	Duncan, OK	0
Jason Duplantis	Metairie, LA	18
Connor Duplessis	Metairie, LA	4
Alden Hagardorn	Metairie, LA	29
Bryant Magee	Metairie, LA	23
Kamran Mahmood	Metairie, LA	24
Jaron Miller	Metairie, LA	14
Bryan Musso	Metairie, LA	33
Justin Ranger	Metairie, LA	19
Andrea Romero	Metairie, LA	11
P Soliman	Metairie, LA	21
Matthew St. Martin	Metairie, LA	2
Paige St. Martin	Metairie, LA	12
Dakota Taylor	Metairie, LA	3
Christopher Wanko	Metairie, LA	1

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support