Andrew Stewart

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, Louisiana. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Pelican Advisory, he worked at LPL Financial LLC. He serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, pension plans, and certain insurance company clients. The firm uses a team-led approach and customizes portfolios using third-party risk tools, managing them on a discretionary basis with an emphasis on ETFs to manage costs and tax impact.

Christopher Smith is a CFP® with 10 years of industry experience and is a principal at Smith Securities LLC in Covington, LA. He previously worked at Hancock/Whitney Investment Services, Inc. for two years before joining Smith Securities in 2017. Smith Securities provides advisory services to individual and high-net-worth clients through portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading and tailored recommendations using fundamental analysis and modern portfolio theory, while conducting due diligence before referring clients and requiring a specified custodian arrangement.

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 designation and two years of industry experience. He has previously worked at LPL Financial LLC and Pelican Family Office, LLC. Outside of his advisory role, he works as a professional tennis instructor. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, pension plans, and certain insurance company clients. The firm uses a team-led approach and customizes portfolios using a third-party risk tool, managing investments on a discretionary basis with a preference for ETFs to manage costs and tax impact.