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.

Marigny De Mauriac is a financial advisor with deMauriac LLC in New Orleans, LA, holding a Series 66 license and 12 years of industry experience. Prior to founding deMauriac LLC in 2019, she worked at Edward Jones and Prudential-affiliated firms. Outside of advising, she serves as CEO of AWM Insurance, is an author and illustrator, and leads ThinkCap, a platform supporting underrepresented entrepreneurs. deMauriac LLC manages approximately $40 million across more than 200 client relationships, providing portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory, utilizing a range of securities and insurance products, while also offering pension consulting and educational services.

I specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with. Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions. I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly. When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.

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.

Jamin Estep is the principal of Estep Capital Management, an independent advisory firm based in New Orleans, LA. He holds a Series 65 credential and has 10 years of industry experience. Prior to founding Estep Capital Management in 2015, he worked at Re/Max LLC for 14 years. Estep is also a licensed real estate broker. Estep Capital Management serves individual clients and small businesses, managing portfolios on a discretionary basis. The firm’s investment approach focuses on fundamental analysis and a buy-and-hold strategy to identify undervalued assets, with guidance tailored to clients’ objectives and risk tolerance.

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.

Kenneth Canepa is a financial advisor at Union Capital Management Corp with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Union Capital Management since 1987. The firm provides discretionary investment management primarily to a select group of clients, including a Louisiana municipal/public fund, high-net-worth individuals, and corporate accounts. Union Capital Management emphasizes income and dividend-producing securities, with a notable focus on managing a municipal/public fund under a benchmark-linked compensation arrangement, operating with a two-advisor team and maintaining a concentrated, income-oriented investment approach.

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.

Michael Ripski is the principal of Skipjack Financial and holds a Series 65 designation with one year of industry experience. His prior roles include positions at Champe Carter Consulting, Intralox, and ANet. Skipjack Financial offers comprehensive financial planning, investment management through third-party managers, and educational seminars for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm applies Modern Portfolio Theory and behavioral finance principles, favoring passive ETFs and index strategies implemented via outside managers, and provides socially responsible investment options upon client request.

Dinu Tise is a financial advisor with Synergist Private Wealth LLC, holding a Series 66 designation and over 20 years of industry experience. His work history includes roles at J.P. Morgan Securities, Ameriprise Financial Services, Mutual Advisors, and Gibbs Wealth Management. Outside of advisory work, he is an independent insurance agent. Synergist Private Wealth LLC provides advisory services to individuals, high-net-worth clients, and trusts, primarily by recommending and monitoring third-party managers. The firm focuses on client support, financial planning, and coordinating with external asset managers rather than directly managing client assets.

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.

Anthony Dinatale is the sole advisor at Bavarian Wealth Management, Inc. in New Orleans, LA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Bavarian Wealth Management since 2004 and also serves as president and CEO of Bavarian Professional Tax Service since 2012. Bavarian Wealth Management provides personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $20.88 million in discretionary assets, offering portfolio management, financial planning, and securities advice with an investment approach that combines fundamental and technical analysis tailored to client needs.

Jon Milliken is a financial advisor with Plan Simple Financial Partners, LLC in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Ameritas Investment Corp, Northwestern Mutual, and ownership of JM Wealth Management LLC. Outside his advisory role, he consults on business exit planning for owners and works with veterinary practices on operational efficiencies and exit strategies. Plan Simple Financial Partners, LLC offers portfolio management, financial planning, and pension consulting to high-net-worth individuals and corporate retirement plans. The firm employs a mix of fundamental and cyclical analysis alongside modern portfolio theory, primarily managing accounts on a non-discretionary basis and maintaining an affiliated insurance business.

William Crull IV is the sole advisor at Sage Capital Advisors, LLC in Metairie, LA, holding Series 63, 65, and 66 credentials with 35 years of industry experience. He has been with Sage Capital Advisors since 2011. Sage Capital Advisors, LLC provides fee-based investment advisory and financial planning services to individual and business clients, focusing on custom, non-discretionary portfolio management. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, recommending a variety of instruments while requiring client approval before executing transactions.

Scott Schayot is the principal of Schayot Financial LLC in Metairie, LA, holding CFP® and Series 63 credentials with 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 20 years. He is also a member of Scott E Schayot LLC, an operating company unrelated to investment advisory services. Schayot Financial LLC provides discretionary asset management and financial planning services to individuals, families, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, and estates. The firm employs a blend of fundamental and technical analysis, managing portfolios with both long-term and short-term strategies tailored to client risk tolerance, and offers hourly billing for financial planning alongside asset-based fees.

Kirk Blaise is a CFP® with 28 years of industry experience and is the sole advisor at Creole Wealth Solutions, LLC in New Orleans, LA. His prior experience includes roles at LPL Financial and operating his own firms, Blaise & Associates, LLC and Creole Health Solutions LLC. He is also involved in insurance brokerage through BlueCross BlueShield of Louisiana. Creole Wealth Solutions provides discretionary asset management and financial planning services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs fundamental and cyclical analysis with tailored portfolios and offers pension consulting and 3(38) investment management services for retirement plans.

Gary Birdsall is a CFP®-certified financial advisor with seven years of industry experience. He is currently with True Financial, LLC, where he has worked since 2024. Prior to this, he held roles at Hassell Wealth Management, Eagle Strategies LLC, and New York Life. Birdsall maintains an active Louisiana attorney license but does not practice law or receive compensation for legal services. True Financial, LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm combines fundamental analysis and modern portfolio theory to manage accounts and places particular emphasis on pension plan consulting alongside individual client services.

Chadwick Landry is the managing member and chief compliance officer of Poydras Capital Partners, an independent registered investment adviser based in Metairie, LA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Landry has worked at firms including Johnson Rice & Company, L.L.C., The Leaders Group Inc, and IIFL Capital Inc. Outside of his advisory work, he serves as president and executive director of the Cancer Advocacy Group of LA, managing advocacy efforts and an annual medical oncology conference. Poydras Capital Partners manages approximately $18.6 million for about 39 clients, offering discretionary portfolio management, third-party manager recommendations, model portfolios, and sub-advisory services. The firm constructs portfolios tailored to client objectives and risk tolerances using a combination of fundamental and technical analysis alongside both long- and short-term strategies.

My wife, Rachael Johns, J.D., and I founded Equilibrium Financial Planning to help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement. As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals. At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes. On the personal side, I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for our 10 year old twins, Adam and Zoey, and playing chess with our 12 year old, Connor. I relish playing video games, particularly those made by Blizzard, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and spend most weekends with our kids playing pickleball and board games, dancing to The Beatles, or popping popcorn for Friday movie nights.