Partner Advisors

Andrew specializes in working with individuals and couples to help them answer the financial questions that must be resolved during and after divorce. Andrew works with clients to make sure they understand the quality and long-term impact of a financial settlement proposal and to strategize with their attorneys during the divorce. After the divorce he is available to work with clients to assist them with the implementation of support and property settlement agreements, guide them through the complex retitling requirements of retirement, investment and other movable property accounts and help them with the monitoring of agreements and judgments. Using information gathered on lifestyle and forecasts during the divorce he is well-positioned to assist clients with budgeting and financial planning and help clients financially transition to a single life. Andrew has practiced as a Certified Divorce Financial Analyst since 1999. His expertise in helping clients avoid the common financial mistakes made by many divorcing couples was featured in the Investment Advisor “The Ties that Unbind” (February 2001) and the Wall Street Journal “How to Plan the Perfect Divorce” (February 2003) and “Cost of a Breakup” (July 2006). Andrew was a Regional Director and the chairman of the Editorial Committee of the Advisory Steering Committee of the Institute for Divorce Financial Analysts from 2002-2013, has been a CERTIFIED FINANCIAL PLANNER™ certificant since 1996 and a Chartered Accountant (English equivalent of a CPA) since 1978. Andrew has presented on Financial Issues related to Divorce in the United States, England, Australia and Canada, at International Conferences of Collaborative Professionals, the Institute of Divorce Financial Analyst Conventions, to Financial Planning Associations in Louisiana, Massachusetts, Texas and Iowa, the Baton Rouge, Slidell, 34th, 24th, 22nd and 21st Judicial District Bar Associations in Louisiana, the Arizona State Bar and Conflict Resolution’s 1999 & 2000 family law mediation seminars. He has been qualified as an expert witness on financial divorce matters by Courts in Louisiana and in Federal Court.

As a financial professional and an active member of his community, John Scallan is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, John regularly attends and completes industry training, compliance and certification programs.

John’s 40 years of industry experience, training and professional affiliations, have helped him develop a comprehensive approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are also very important. His involvement in his church, youth sports and the local food bank are some of his biggest commitments. He is the father of 5 children and one grandchild and is a lifelong resident of south Louisiana.

Jordan Scallan has been serving his community and clients since 2018, regarding all finance and insurance needs. He graduated from Louisiana State University where he studied finance and marketing, developing all the skills he needed to be an effective financial advisor. He started working with his father and business partner, John Scallan, straight out of school and the two have been growing the firm to its current state today. Jordan currently has a life/ health/ annuity insurance license, as well as his Series 6, Series 63, and Series 65 securities license. He is currently working on his CFP (Certified Financial Planner) designation and is constantly engaged in increasing his financial knowledge for the benefit of his clients. Born and raised in Louisiana, Jordan and John are driven by our mission to be the number 1 resource for insurance, protection products and financial planning for small businesses all across Louisiana.

With over 16 years in the financial services industry, Joe knows his stuff. A serial entrepreneur – Joe is the managing partner for Davis Financial LLC and Davis Schuler & Associates, LLC. Joe is a CDFA®, BFA™, and an Enrolled Agent. When Joe isn’t obsessing over his work – you can find him at home, playing with his children & probably mowing his lawn. CV is available upon request.

As a CDFA®, Joe specializes in the art of divorce financial planning. With unique experience in taxation, forensics & divorce financial planning, we assist divorcing clients, attorneys & mediators seek equitable financial settlement options in complex divorce cases.

As an Enrolled Agent, Joe has unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Davis Schuler & Associates, LLC, – his team hosts a network of CPAs & EAs to support our client’s tax needs.

Aaron has worked with Joe Davis over the years and shares many of the same entrepreneur aspirations. Aaron is the founder of Mountain West Wealth in Midway, Utah, and Rock Springs, Wyoming. Aaron is also Partner at Davis Schuler & Associates, LLC.

As a CDFA®, Aaron helps clients and attorneys find equitable financial options through the complex divorce financial planning process and through detailed divorce forensic work. The CVA® designation is a designation awarded by the National Association of Certified Valuators and Analysis (“NACVA”) to individuals who have substantial experience in business valuations. As an Enrolled Agent, Aaron has unlimited rights to represent taxpayers before the IRS.

Aaron loves to fish, followed by hunting, camping, and being outdoors. The other times you’ll find him fixing something in the garage, cooking, and spending time with his family.

Bill was born in Connecticut and studied business law before beginning his career as a financial services professional nearly a quarter of a century ago. Bill, his wife Janice and young children are active in their church and community. Together, Bill and Janice were foster parents for over 12 years, who are committed to improving the lives of children and families.

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, and 63, securities registrations through PKS Investments and insurance licenses in Mississippi and Alabama. Jason offers investment advisory services through Beam Wealth Advisors.

Jason’s core areas of focus include Generational Wealth Transfer planning, Portfolio investment solutions strategies, Retirement Income longevity strategies, College expense planning, Client-centered Financial Planning, and Investment portfolio management. His mantra, embraced by him and his entire team, is “Grandescunt Aucta Labore” (With hard work, all things increase and grow).

Outside the office, Jason is very active in his community by volunteering or serving on committees and boards. Jason currently serves as a coach in various sports, is the CSO Board member for Competitive Soccer, Friendly City Shootout Soccer Tournament Director, Cub Master for the Pack 2 Cub Scouts, and Executive Committee member of the Yocona – Pushmataha Area Council. He is the past President and a member of the Columbus Kiwanis Club, former Trustee for Region II LAMISSTENN Kiwanis, and former member and President of the Board of Trustees for the Columbus Municipal School District. However, his first priority, above all else, is being a devoted husband and father to his wife, Paige, and their three sons, Barrett, Pearson, and Henry.

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 strategy and implementing the plan.

A native of New Orleans, Joseph has worked in the banking industry as a commercial lender in Boston, New York City and New Orleans. Most recently Joseph was affiliated with VALIC, a Houston-based retirement firm that advises universities and municipalities.

Mr. O’Sullivan is an Investment Advisory Representative with BEAM Asset Management, LLC., a Registered Representative of Purshe Kaplan Sterling Investments and holds Louisiana Life and Health Insurance licenses. Joseph also is a Certified Plan Fiduciary Advisor (CPFA®).

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 the oil and gas business. At UBS, he was the first advisor to open a $1 million account with CDC/IXIS Advisors. In 2006, just after the devastation of Hurricane Katrina, the UBS New Orleans office ranked second only to the UBS Manhattan in revenue.

Tito began his career in investment management in 1994 at the Liechtenstein Global Trust (LGT) asset management division in Hong Kong, where he provided marketing and investment research support for clients with assets under management in excess of $12 billion.

Tito’s presentations and articles were featured at the IMF/World Bank Conference in Hong Kong during the 1997 Global Panel. He also worked to establish LGT’s “GT Select” Fund-of-Funds product as a vehicle for Hong Kong’s Mandatory Provident Fund pensions retirement scheme, and gave regular seminars for LGT’s retirement scheme and pension fund clients throughout Asia.

Tito earned his MBA in finance and international business from Tulane University’s Freeman School of Business in 2003. He received an MA in Chinese History from the School of Oriental and African Studies, the University of London in 2000, leading to further postgraduate work in Chinese at the University of Pennsylvania. He has also read classical Chinese at the National Taiwan Normal University. He earned his undergraduate degree in classical rhetorical theory from Tulane University in 1992.

Cameron Ray is the co-founder of the firm with 25+ years experience in public accounting. Cameron graduated from Middle Tennessee State University with an undergraduate degree in business administration and an MBA. He is a licensed CPA and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants. Cameron practices in the areas of taxation, financial planning, and business consulting.

Cameron has two daughters and two granddaughters. He enjoys traveling with his wife and family. His hobbies include creating digital productivity content, gardening, and market research.

Bryant Swann joined Ray & Gregory PC as a partner on January 1, 2023, and is a CPA and Investment Advisor Representative. He obtained his Master of Business Administration from Middle Tennessee State University in 2019. He obtained a B.B.A. in Business Administration from Middle Tennessee State University in 2018. Prior to joining Ray & Gregory as a partner, Bryant had experience as a staff accountant for both Ray & Gregory and Cracker Barrel.

Philip A. Rogers has been involved in the financial services industry for over 30 years and is a co-founder of Rogers & Rogers. He was born and raised in Drexel Hill and attended Pennsylvania State University. He and his wife, Joann, have 3 children and they currently reside in Drexel Hill.

Allen J. Rogers has been involved in the financial services industry for over 40 years and is a co-founder of Rogers & Rogers. He was born and raised in Philadelphia and attended St. Joseph’s University. He and his wife, Phyllis, have 2 children and 7 grandchildren. They currently reside in Newtown Square.