Broker Check

Meet Our Advisors

Scott E. Bordelon CFP®, AAMS®, BFATM, AIF®


(985) 893-1440

(888) 453-5977

Scott Bordelon AIF® is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist and the President of BEAM Wealth Advisors, Inc. He is registered through BEAM Asset Management, LCC,...

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Jeffrey Cone, CFA®

Chief Investment Officer


Jeff joined BEAM Wealth Advisors in 2022 as the Chief Investment Officer. Prior to joining the firm, Jeff built a diverse array of experience within the financial markets industry, including as a bank examiner, institutional equity...
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Garrett Leroux CFP®, APMA®

Financial Advisor

(985) 893-1440

(800) 265-5221

My approach to financial planning is to provide useful insight into formative ways to deliver reliable and up-to-date advice for clients and prospective clients. I hold the CFP® (Certified Financial Planner™ Professional) and...

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Lee Ann Cosgrove AAMS®

Financial Advisor

(985) 893-1440

(888) 453-5977

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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David Bernard, AAMS®

Financial Advisor



David is a Financial Advisor with BEAM Wealth Advisors, Inc., an Investment Advisor Representative with BEAM Asset Management, LLC, an SEC Registered Investment Advisor and a Registered Representative with Purshe Kaplan Sterling...

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Andrew K. Hoffman CFP® CDFATM

Certified Divorce Financial Analyst

(985) 674-1120

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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Jason "Tito" Sanchez Founder

Chief Financial Officer of Oban Wealth Management

(504) 520-9484

(504) 899-3115

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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Joseph O'Sullivan CFP®

Certified Financial Planner

(504) 236-7001

(504) 940-5005

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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Cameron L. Ray CPA

Financial Planner & CPA

(931) 455-1380

(931) 454-0911

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

Owner Of Finestplan LC

(954) 582-1430

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 Spears

President of JDS Wealth Strategies

(662) 329-9777

(662) 329-9778

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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Joseph A. Davis, EA, CDFA™

President of Davis Financial LLC

(801) 620-0586

“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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