Daniel T Gomez

Michael Patton is a CFP® with 19 years of experience and the sole advisor at Integrity Wealth Management, Inc. in Greenwell Springs, LA, where he has worked since 2007. He contributes as an editor to Investment Advisor Magazine and writes regularly as a columnist for Forbes.com. Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm tailors investment advice using a combination of passive and active strategies focused on tax efficiency and risk management.

Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.

Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at KG&L Capital Management LLC and Charles Schwab. Outside of his advisory role, he is involved in mineral lease consulting through Three Rivers Consulting Group, LLC. Cane Capital Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, utilizing fundamental and cyclical analysis, options strategies, and tax management techniques.

Emily Johnson is a financial advisor at Valley Oak Investment Strategies LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Valley Oak Financial PLLC, APEX CPA's and Consultants, Hannis T Bourgeois, and William D Mercer, CPA. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a diverse client base including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning for business owners and utilizes third-party model portfolios and platforms such as the Altruist Model Marketplace to implement customized investment strategies.

Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.