Orleans Capital Management Corporation, established in 1991, is a registered investment advisor offering services to institutional clients and high net worth individuals. The firm specializes in domestic core fixed income and equity asset management. As of December 31, 2023, Orleans Capital managed $1,594,350,069 in assets for 208 accounts on a discretionary basis. Fees are negotiated with clients and can be based on a fixed amount or a percentage of assets managed, typically ranging from 1/4 of 1% to 1% per annum. The firm does not offer wrap fee programs and does not engage in performance-based fees or side-by-side management. Investment strategies include fixed income management focusing on stable cash flow and equity investments through the Strategic Dividend strategy. The firm emphasizes quality, sector selection, and risk management in its investment approach. Orleans Capital utilizes a team-based approach for portfolio management and conducts monthly reviews of client accounts. The firm upholds a strict Code of Ethics, prioritizing client interests and avoiding conflicts of interest. OCM does not receive compensation for client referrals and does not engage in principal or agency cross transactions. Clients' funds are held by a qualified custodian, and the firm has investment discretion, directing trades and managing client accounts within specified limitations. OCM votes proxies in clients' best interests and maintains a strong financial position.

Spinosa Wealth Management Group, LLC, established in 2014 in Louisiana, offers a range of investment advisory services to individuals and various clients. As a fiduciary, the firm prioritizes acting in the client's best interest. Services include Wrap Portfolio Management, Financial Planning, and Pension Consulting. The firm manages $155,061,629 in discretionary assets as of December 31, 2024. Fees for services vary, with Wrap Portfolio Management fees detailed in a separate brochure. Financial Planning fees range from $1,000 to $5,000, and Pension Consulting fees vary based on the engagement. The firm does not charge performance-based fees. Clients must have a minimum account balance of $500,000 for Wrap Portfolio Management. Investment strategies include Covered Calls, Cash & Cash Equivalents, Long-Term Purchases, Margin Transactions, MLPs, Options, Short Sales, and Structured Products. Risks associated with investments include Capital Risk, Economic Risk, Equity Market Risk, and more. The firm does not have any disciplinary events, and representatives are Dually Registered Persons. Spinosa Wealth Management Group, LLC receives benefits from LPL Financial, the custodian, for various services. Clients receive account statements directly from the custodian, and the firm does not accept proxy authority to vote client securities. The firm does not provide financial information in the brochure.

Leo A. Labourdette, Jr. is an Investment Advisory Representative at Martin and Associates, LLC, with a background that includes a Bachelor's degree and an MBA from Loyola University. He has been in the financial industry since 1995, previously working at Investacorp Inc. and currently serving as President of Labourdette Financial Services, LLC. Labourdette holds the CFP designation since April 1995, meeting the rigorous requirements set by the CFP Board of Standards. As an Advisory Representative, Labourdette is also a Registered Representative of OSAIC WEALTH, INC., a broker-dealer offering securities products. He may recommend these products, potentially receiving commissions and other compensation. Labourdette is also a licensed insurance agent, with the ability to sell insurance products and receive compensation. All outside business activities are reviewed to avoid conflicts of interest. Labourdette may receive additional compensation from OSAIC WEALTH, INC., such as educational and training programs, and benefits from certain Third-Party Advisory Service Programs. His securities transactions are supervised by Richard P. Martin, a Registered Investment Advisor at Martin and Associates, LLC. Clients are encouraged to inquire about any conflicts of interest that may arise from these arrangements. State registration requirements do not apply to this firm.