Gordon Brown III

Raymond Davis is a CFP® professional with 23 years of experience in the financial services industry. He has been with Stability Financial, LLC since 2013 and holds Series 63 and Series 65 licenses. Stability Financial serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a goals-based investment process and manages client accounts using a variety of investment vehicles, combining fundamental and technical analysis.

Amy Winchester is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Winchester Capital Services, LLC. She has previously worked with LPL Financial LLC and Gulf Coast Bank & Trust Company. Outside of her advisory role, she organizes and presents Second Saturday Divorce Workshops in the New Orleans market area. Winchester Capital Services is an independent, single-advisor firm serving individuals, high-net-worth clients, and corporate entities. The firm provides portfolio management and financial planning using a blend of charting, fundamental, quantitative, and technical analysis, with most accounts managed on a non-discretionary basis and reviewed regularly.

Steven Adjmi is a financial advisor at GEM Street Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Union Capital Management Corp and Primary Residential Mortgage. Adjmi is also a licensed CPA and operates an accounting practice as a sole proprietor. GEM Street Capital Management provides discretionary portfolio management to individual and high-net-worth clients, using multiple analysis methods and a range of investment strategies. The firm emphasizes documented client goals, tax considerations, and risk tolerance, with accounts custodied through Schwab Institutional and monitored regularly.

Matthew James is a financial advisor at CDS James Investments, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC for 12 years. Outside of finance, he was involved in the beauty industry through Mia Bella Beauty Bar for six years. CDS James Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients by providing discretionary and non-discretionary investment management. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily composed of mutual funds, ETFs, individual equities, and options, with ongoing monitoring and quarterly reviews.

William Nunn is a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of financial planning experience, helping Advanced Practice Registered Nurses as well as working professionals in the medical, legal and health care industries. A graduate of Loyola University New Orleans with a Bachelors in Business Administration, Will has worked with clients across the country. Will began his career in 2011 with a boutique wealth management firm in Metairie, La. He then moved to J.P. Morgan Chase in 2014. He has been featured by New Orleans CityBusiness in 2013 as a “One to Watch,” and was given the J.P. Morgan Asset Management Award of Excellence in 2015. Will is also a member of the Financial Planning Association, CFA Society of Louisiana and the Rotary Club of New Orleans.

Katrina Kourkoutis is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at A More Certain Path. She has held roles at firms including Montz Harcus Wealth Management and Ameritas Investment Corp. In addition to her advisory work, she has contributed as an independent contractor writer, preparing CFP® exam study materials for Mometrix Media, LLC, and has worked seasonally for Intuit TurboTax. A More Certain Path is an independent, state-registered firm providing comprehensive financial planning and investment consultation to individuals, high-net-worth households, and small businesses. The firm follows a fiduciary standard with a risk-managed, passive investment approach focused on asset allocation, broad diversification, and low-cost index funds, delivering advice primarily through fixed-fee planning and hourly consulting rather than ongoing discretionary management.