Advantage Capital is an impact investment firm with an emphasis on driving capital to underserved areas – often in partnership with the public sector. We invest with intention in job-generating small businesses – along with affordable housing developments and renewable energy solutions – to grow economies and communities. The thematic thread and intended outcome are positive impact in overlooked areas. And we ensure that positive impact is accompanied by positive returns. As an industry-leading impact investment firm with more than 30 years of experience, we are purposeful in driving true growth for individuals, communities, and society. We never seek the path of least resistance. We blaze new trails to provide an advantage for entrepreneurs, policymakers, and the investment community. It is our responsibility to take on the hardest challenges with grit and tenacity to provide catalytic capital that empowers growth for those who need it and are ready to seize it. Advantage Capital: Growth Ready. Please visit www.advantagecap.com/disclosures to review our Investment Adviser Disclosures.

Enhanced Capital Group, LLC is a leading impact investing firm with over 20 years of experience investing in Small Business Lending, Impact Real Estate, and Climate Finance. From inception in 1999 through March 31, 2023, inclusive of proprietary assets and assets managed by affiliates, Enhanced Capital has raised a total of $5.6 billion. Of the total AUM, impact assets represent $3.5 billion invested in over 850 projects and businesses across 39 states, Washington DC, and Puerto Rico and does not include investments made by non-impact affiliates. Enhanced Capital is committed to investing in four main impact themes: economic growth and job creation; underserved communities; underrepresented populations; and environmental sustainability. Enhanced Capital represents the impact solution of P10, Inc. (NYSE: PX), a diversified, multi-asset investment platform.

Financial Planning Consultants & Services

Eagle Capital Management, LLC is an investment management firm founded by Ravenel and Beth Curry in 1988. The firm offers one strategy, the Eagle Equity Strategy, which it has been managing since its inception for over 20 years ago. To achieve superior investment returns in both up and down markets, Eagle Capital Management uses a bottom-up, research-driven approach to find undervalued companies that will experience long-term secular change. By identifying change early, ahead of the general market, Eagle minimizes risk and maximizes the upside potential in the stock. The firm’s clients include leading foundations, charitable organizations, endowments, pension plans, corporations, state and municipal government entities, and individuals, including high net worth individuals and families. By consistently applying its investment philosophy and process, Eagle expects to continue to achieve long-term outperformance of any broad market index. For further information, please email [email protected].

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.

“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!

Kropog Financial Group, LLC is an independent wealth management firm with offices in Mandeville and New Orleans, Louisiana. Because we are a family-owned firm, we have a sincere interest in the overall financial well-being of each and every client we serve. Since 1979, we’ve helped our clients organize their financial lives, pursue their financial goals, and preserve and grow their hard-earned assets. We broker through LPL Financial, the nation’s leading independent broker/dealer, which means we have no proprietary products, no sales quotas, no investment banking business relationships, or any other conflicts that get in the way of providing personalized financial planning and investment advice. Put another way: our independence allows us to provide our clients with financial advice aligned with their personal objectives, free from conflicts of interest.

Assisted Principal Financial Advisor and Team with day-to-day operations, client services, processing financial documents and requests required to manage retirement accounts and retirement planning through TD Ameritrade, billing, and a wide variety of office management projects.

It is never too soon to start protecting your financial future. But you don’t have to go it alone. Let a professional lead you every step of the way. You don’t have to cross Lake Pontchartrain to find the best financial advisors. We work with families all over the country. Our family was born and raised in Covington, Louisiana, and we love it. That’s why our company headquarters will always be here. If you’ve searched for financial advisor companies before, you’ll be pleased to find that the best financial advisors don’t require a trip south over the Causeway. You’ve got one of them right here on the North Shore in Covington, Louisiana. Simon and Simon Financial has history and deep ties to families in Covington as well as Franklinton, Louisiana. Have Questions About Your Financial Future? We’re Here to Help. With so many options available to those looking to grow and protect their hard-earned assets, cutting through the clutter and finding the right solutions can be a challenge. How can you know if your 401(k) or 457(b) plan choices will see you through for the long-term? At Simon & Simon Financial, we understand these unique challenges and that’s why we are driven to craft personalized, results-focused financial and retirement strategies for our clients. At Simon and Simon Financial, your call won’t be answered by a computer. And your plan won’t be handed off to a junior advisor. The Simon Family works as a team to personally handle each and every client account. If you have any questions, comments, concerns or would like explore the financial planning and retirement options that are available to you today, please call us. There is no obligation and consultations are free: 985.900.2510. Advisory Services offered through Simon & Simon Wealth Management, A Member of Advisory Services Network, LLC. Insurance services offered through Simon & Simon Financial, LLC. Advisory Services Network, LLC and Simon & Simon Financial, LLC are not affiliated.