Hassell Wealth Management is a Registered Investment Advisory firm serving as a financial partner for life’s journeys. Based in Houma, Louisiana, we serve clients throughout the Gulf Coast, particularly business owners, mid-career professionals, pre-retirees, retirees, and companies needing employer plan services. Our goal in working with clients is threefold: • To clarify what matters most to them and how to leverage their resources to achieve their goals • To build a financial strategy that addresses all areas of their financial life • To serve as their partner in holding them accountable to their long-term financial well-being We help achieve our mission through a team of experienced and empathetic advisors and operations staff. In addition, as a fee-only, fiduciary RIA firm, we are legally bound to offer recommendations that put our clients’ interests above our own. Frankly, we wouldn’t have it any other way. Our broad range of financial planning and investment management services are flexible, designed to be delivered over time, as needed, throughout a client’s life. These services include: • Financial goal development • Retirement planning • Investment management • Employer plan services—e.g., 401(k), profit sharing • Tax planning and management • Employee benefits review and optimization • Risk management • Estate planning • Charitable planning • Higher education funding • Special needs planning

111 Veterans Memorial BlvdSuite 1506Metairie, LA 70005(504) 835-1707Financial Consulting Group Inc. is an independent practiceSecurities offered through Raymond James Financial Services Inc., Member FINRA/SIPCFinancial Consulting Group, Inc. is not a registered broker/dealer, and is independent ofRaymond James Financial Services. Investment Advisory Services are offered through Raymond JamesFinancial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info: section.

At Springwater, we measure our success by the quality of life you achieve. We provide our clients with high-quality financial planning and investment management advice, designed to help them live the lives they desire.Everything we do is focused on helping you – our client – achieve your financial goals.We place great value on the trust you have placed in us, and we take our fiduciary responsibility very seriously. Recognition and appreciation of our compassion, responsiveness, creativity, and technical competence are the highest compliments that you can pay us.As a fee-only practice, we receive compensation only from our clients. We believe this approach reinforces our objectivity, and provides our clients with the assurance that they will receive unbiased advice.

“By failing to prepare, you are preparing to fail.” -Benjamin FranklinI love helping families plan for their present and their future. We're here to help with all things money. We offer FEE ONLY comprehensive financial planning to take into consideration the most important thing about your finances-YOU!

For two decades ThirtyNorth Investments, LLC has provided high net-worth individuals and their families, retirement plan sponsors, and non-profit endowments and foundations with objective investment guidance. With its hands on the pulse of the capital markets and a nuanced understanding of the needs of diverse individual and institutional investors, ThirtyNorth leverages deep industry expertise to help its clients navigate the extraordinarily complex marketplace of investment opportunities. Founded in 1997, ThirtyNorth is a registered investment advisory firm with offices in New Orleans and Baton Rouge, Louisiana. It is independent, employee-owned, and unaffiliated with any parent company. Being located outside of a major money center translates to more than just physical distance; it provides another layer of perspective and embeds independence into who we are at ThirtyNorth. The Firm does not receive commissions for the recommendation or sale of investment products to its clients, thus its driving motivation is to put clients’ goals first by providing objective investment advice. As a majority-women owned firm, ThirtyNorth is also well versed in the benefits of a diverse management team. The ThirtyNorth team is comprised of professionals with rich and diverse experience across the financial services industry, from wealth management within large institutional banks to boutique investment advisory services. With a staff of investor advisor representatives and port folio managers with CFA, CFP®, and CIMA® credentials and certifications, ThirtyNorth combines the most recent market analytics with deep asset management expertise to guide clients.

The Ansardi Group delivers comprehensive financial planning, tailored investment strategies and honest advice. We do so with complete transparency, dedication, and a level of client service that is unmatched in our industry. We have the expertise to provide real value to our clients. Offering meeting accommodations in Metairie & Covington! Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. The Ansardi Group is independent of Concourse Financial Group Securities, Inc.

The Ensemble Practice is a business consulting firm committed to helping independent financial advisors create multi-professional ensemble firms with strong organic growth and sustainable profitability. The firm is led by CEO Philip Palaveev, a highly regarded industry expert and author of the book “The Ensemble Practice.” The Ensemble Practice works with the top wealth management firms in the country through individual engagements or its innovative G2 Leadership Institute.

We are here to help you purse your goals, from defining your destination to assisting you with each step of the journey. Bellingrath Wealth Management & Employee Benefits is a boutique firm based in New Orleans that offers clients the personal attention they deserve. We work to preserve and enhance the wealth of our clientele. Our planning services cover every aspect of wealth management, from cash flow and debt management, to sophisticated insurance and estate planning. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.bellingrathwealthmanagement.com.

Day-to-day tasks as required by the CEO and/or Financial Advisor Manager, including but not limited to: compliance adherence, monitoring, research, financial planning, portfolio management assistance, trading assistance, model portfolios, asset allocation, client meetings, communications, deployment assistance, other advisor associate duties, rollover assistance, studying for and successfully passing the Series 65 and/or other required examinations, any other assigned tasks.

FPLCM is a flat fee, fee-only, SEC-registered investment advisor delivering industry leading, scalable service to clients at the best value. FPLCM was founded in 1997 on the belief that everyone should have access to comprehensive wealth management services without exorbitant advisory fees. Our role is to be your guide and to help you solve the issues, complexities, and challenges that may arise when managing your wealth.

Callais Capital Management is an early-stage venture capital firm and investment manager based in Southern Louisiana primarily covering the South and Mississippi River Delta Region. The firm serves as an manager to a diverse asset strategy mix comprised of Venture Capital, Real Estate, and Private Credit. If you are interested in more information, send inquiries to [email protected] and visit us at CallaisCapital.com

(504) 831-3506 754 Papworth Ave Metairie, LA 70005 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance offered through Besselman & Associates who is not affiliated with Osaic Wealth. Please visit our website for additional disclosure.