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.

Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.

David Simpson is the sole advisor at The Fiscal Fitness Company, Inc. in Mandeville, LA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has led the firm since 2006. In addition to advisory services, he is involved in life insurance sales. The Fiscal Fitness Company, Inc. provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, using a portfolio construction approach centered on no-load and load-waived mutual funds and ETFs guided by the NoLoad FundX upgrading strategy. The firm also offers limited-scope financial consulting and operates as a licensed insurance broker, combining advisory and insurance services within a small, solo-advisor practice.

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.

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Gianni Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, foundations, and legal entities. The firm employs a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also providing active fundamental value analysis and custom stock portfolios upon client request.

Ryan Kropog is a CFP® certified financial advisor with 19 years of industry experience. He is the principal of Kropog Financial Group, LLC, where he has worked since 2016, and has over 20 years of experience with LPL Financial. Kropog Financial Group serves individuals, high net worth clients, trusts, estates, retirement plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm typically constructs portfolios using low-cost exchange-traded funds alongside mutual funds, individual stocks, REITs, and alternative investments, applying a combination of fundamental, technical, cyclical, behavioral, and charting analysis.

Christopher Rodriguez is a financial advisor with Kropog Financial Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Iberia Bank, and Tulane University. Kropog Financial Group serves individuals, high net worth clients, trusts, estates, retirement plans, and businesses by offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term investment approach with a portfolio constructed primarily from low-cost ETFs, supplemented by mutual funds, stocks, REITs, and alternative investments, tailoring decisions to client goals and risk tolerance.

Eric Maxwell is a financial advisor at Eagle Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Eagle Capital Management since 2011. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and exchange-traded funds, using fundamental, technical, and cyclical analysis tailored to client objectives.

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.

Raymond Jenkins is a financial advisor with Live Oak Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones, Securities America, Purshe Kaplan Sterling Investments, and Live Oak Financial Group. He is also principal and manager of WeInsure Smart, LLC, a property and casualty insurance agency. Live Oak Wealth Management provides discretionary portfolio management, financial and estate planning for individuals, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach incorporating fundamental and quantitative analysis and offers a licensed insurance practice alongside its advisory services.

Marc Maddox is a financial advisor at ICOM Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Bancorpsouth Insurance Services, and Princor Financial Services Corporation. Outside of his advisory role, Maddox serves as Vice President of the Employee Benefits Division at Maddox Benefits, LLC, where he is involved in the sale of insurance products. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary management, focusing primarily on mutual funds and ETFs while employing a variety of investment analysis techniques.

Joseph Zinsel is a financial advisor at Open Source Investments, LLC with 16 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his advisory role, he is a managing member of ZFT LLC and a managing partner of Mile End Capital Management LLC, both non-investment-related entities. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two main investment strategies combining active mutual funds and ETFs, tailoring portfolios based on client goals, risk tolerance, and time horizon.

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.

Andre Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with nine years of industry experience. He has worked at Toce Financial Group since 2018 and previously at Fmsa from 2015 to 2018. Toce Financial Group provides investment advisory and financial planning services to individuals, high-net-worth individuals, foundations, and legal entities. The firm follows a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also offering active fundamental value analysis and custom stock portfolios upon client request.

Richard Martin is a financial advisor at Martin & Associates Investment Advisory Services LLC with 44 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Osaic Wealth, Inc. and FSC Securities Corporation, Inc. prior to his current role. Martin also manages variable annuity contracts as part of his insurance-related activities. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, utilizing exchange-traded funds and a sector-rotation investment approach. The firm offers managed account programs, third-party manager options, and ERISA 3(38) services to retirement-plan sponsors, managing approximately $63–64 million across 250 client relationships.

James Kropog Jr. is a CFP® with over 41 years of industry experience. He has been with Kropog Financial Group, LLC since 2016 and has concurrently maintained a role with LPL Financial since 2004. Kropog Financial Group serves individuals, high net worth clients, trusts, estates, retirement plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a blend of low-cost ETFs, mutual funds, individual stocks, REITs, and alternative investments, using a combination of fundamental, technical, cyclical, behavioral, and charting analyses.

Scott Capace is a financial advisor with Open Source Investments, LLC in Mandeville, LA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two distinct investment strategies that combine asset allocation with active management and technical analysis, employing a range of securities including mutual funds, ETFs, and individual equities.

Christopher Clayton is a financial advisor with Cornerstone Advisory in Mandeville, LA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Ohio National Life Insurance since 2002. Outside of advisory services, he is involved in life and disability insurance sales through his ownership of Cornerstone Consulting Inc. and facilitates mergers and acquisitions referrals for the Kingsley Group. He also has a minor involvement in Stump and Grind, LLC, a local stump removal business managed by his daughter. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients by providing portfolio management and broader financial planning services. The firm uses a proprietary “Financial Engineering” process and employs fundamentally driven investment analysis, offering recommendations that include mutual funds, bonds, and equities alongside substantial non-securities advice such as tax, insurance, and estate planning.