Broker Check

Meet Our Advisors

Scott E. Bordelon CFP®, AAMS®, BFATM

President of F&IMA

(985) 893-1440

(985) 893-1450

[email protected]

Scott Bordelon is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist and the President of Financial & Investment Managment Advisors, Inc. He is registered through his firm as an investment...

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Lee Ann Cosgrove AAMS®

Registered Investment Representative

(985) 290-9300

(888) 966-0306

[email protected]

Serving the area where she was raised, Lee has a vision of making Slidell, and the people who live there, better. She has over 25 years experience in the financial services industry and has earned her Accredited Asset Management...

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Eric Dubroc

Financial Advisor

(985) 807-7902

(985) 231-1285

[email protected]

Through a relentless client focus, Eric Dubroc has built and maintains a successful Financial Advisory practice based on the Northshore of New Orleans.

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Andrew K. Hoffman

Certified Divorce Financial Analyst

(985) 674-1120

[email protected]

Andrew’s practice specializes in working with Individuals and Couples to help them answer the financial questions that have to be resolved during and after divorce.

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Joseph O'Sullivan CFP®

Certified Financial Planner

(504) 236-7001

(504) 940-5005

[email protected]

Mr. O’Sullivan, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 20 years experience in the financial services industry. Joseph takes holistic approach to financial planning, evaluating your situation, developing a...

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Joseph M. Prisco Jr. J.D., CFP®

Advocacy Financial, LLC

(888) 787-4590

[email protected]

Joseph M. Prisco Jr., JD, CFP®, is a CERTIFIED FINANCIAL PLANNER™ Professional and Lawyer. He has been advising financial affairs since 2005, working closely with clients by establishing long-term relationships built on trust.

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Cameron L. Ray CPA

Financial Planner & CPA

(931) 455-1380

(931) 454-0911

[email protected]

Cameron L. Ray is a CPA and has been in public practice since 1995 specializing in financial planning, taxation and consulting for individuals and corporations. Cameron holds an MBA from Middle Tennessee State University and resides in...

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William J. Romeo

Co-Owner Of Finestplan LC

(954) 582-1430

[email protected]

FINESTPLAN LC was created to fill the needs of successful professionals, business owners and retirees for the finest and most comprehensive retirement and estate planning.

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Jason "Tito" Sanchez Founder

Chief Financial Officer of Oban Wealth Management

(504) 520-9484

(504) 899-3115

[email protected]

Prior to founding Oban Wealth Management, Tito Sanchez spent five years at UBS Financial Services, Inc. in New Orleans managing a book of corporate retirement plans and individual investment accounts for high-net-worth individuals in...

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Jason Spears

President of JDS Wealth Strategies

(662) 329-9777

(662) 329-9778

[email protected]

Jason is a graduate of the University of Mississippi where he received his Bachelor of Business Administration degree in Managerial Finance with an emphasis in Investment Analysis. He currently holds Series 06, 07, 63 and 65 securities...

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R. Curtis Wethington

Registered Investment Representative

(501) 781-3640

(501) 781-3641

[email protected]

Located in Hot Springs Arkansas, Curtis is a lifetime resident of the community and operates an independent office in the historic district of the city.

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Joseph A. Davis, EA, CDFA™

President of Davis Financial LLC

(801) 620-0586

[email protected]

“I am the owner & founder of Davis Financial LLC – a Fee-Based financial planning firm from Ogden, Utah. Over the last decade my firm has worked exclusively with URS & IHC participants.”

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