Gus K Godchaux

Jerry Broussard is a CFP® professional with 21 years of industry experience. He has operated Broussard Financial Group, LLC since 2002. The firm manages approximately $115 million in assets for around 180 individual and high-net-worth clients, trusts, retirement plans, and business entities. Broussard Financial Group offers discretionary portfolio management alongside financial planning and consulting services, utilizing a combination of exchange-traded funds, mutual funds, and cash equivalents.

Jordan Abney is a financial advisor at Abney Wealth Partners with exposure to the industry beginning in 2022 through Abney Advisory Group and prior experience at Physicians Mutual Insurance Company from 2016 to 2022. He holds a Series 65 credential and is based in Youngsville, LA. Abney Wealth Partners is a state-registered investment adviser that offers financial planning, consulting, and portfolio management services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, using third-party sub-advisers and wrap-fee platforms to implement and monitor portfolios.

Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.

Bradley Ortego is a Series 65-licensed financial advisor with SOW Advisors LLC in Youngsville, LA, bringing one year of industry experience. His prior work includes roles at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. He maintains ownership interests in alternative investment entities such as Narrow Way Equity Partners. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified portfolios. The firm also offers project-based financial planning and educational seminars on investment and personal finance topics.

Logan Bowers is a financial advisor at SOW Advisors LLC in Youngsville, Louisiana, with one year of industry experience and a Series 65 credential. He is also the managing member and owner of H&L Investments LLC, a real estate investment and private fund management business focused on multifamily, single-family, and mobile home park assets. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, using a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to create diversified portfolios that may include both passive and active strategies. The firm also offers educational seminars and advises on alternative investments and private funds.

Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has worked at Apex since 2002 and has operated his own accounting and tax services firm since 1991. Duchamp serves as president of his CPA firm, providing accounting and tax services to clients. Apex Capital Management is an SEC-registered advisory firm with four advisors managing approximately $225 million for about 332 clients. The firm offers personalized investment management, financial planning, retirement plan consulting, and annuity product management, using fundamental analysis and tailored strategies to meet client objectives and risk profiles.