James Breaux

Lorenzo Treadway is a financial advisor at Pelican Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase bank before joining Pelican Wealth Management in 2017. He also works with Pelican Wealth Tax Advisors as of 2026. Pelican Wealth Management is a state-registered advisory firm serving individuals, pension and 401(k) plans, charitable organizations, and small businesses. The firm provides discretionary investment management, financial planning, and consulting, using a variety of investment approaches and offering pro-bono educational seminars for retirement plan participants.

Braden Smith is a financial advisor with Fletcher Financial Group in West Monroe, LA. He holds a Series 65 designation and has been with Fletcher Financial Group since 2018. Prior to that, he worked at Tech Assurance and Port-a-Bell. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm bases its advice on individualized plans and asset-allocation strategies, using a combination of fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

Dorothy Vines is a Series 65-licensed advisor at Vines Capital Management, LLC with four years of industry experience. She has worked at Vines Capital Management since 2018 and previously served at the Ouachita Parish Sheriffs Office. Outside of her advisory role, she has volunteered in nursing services since 2004. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, tailoring portfolios using fundamental analysis and modern portfolio theory with a range of investment instruments.

Alan Stephenson is a financial advisor at Legacy Wealth Concepts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services and Stephenson Financial. Outside of finance, he is involved in several entrepreneurial ventures, including ownership roles in a handyman service and heating and air companies, and serves on the board of Polygon Health as Chief Patient Officer. Legacy Wealth Concepts offers portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and foundations. The firm combines fiduciary advisory and commissionable distribution roles through its affiliated broker-dealer and insurance appointments, managing approximately $64.8 million with a focus on customized investment strategies and ancillary services such as tax preparation and ongoing planning.

Gary Graham is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been associated with Entrust Investment Management since 1983 and worked at Triad Advisors, Inc. from 1998 to 2024. In addition to his advisory work, he practices law as an attorney. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily for high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process involving risk assessment and portfolio optimization, offering both discretionary and non-discretionary management options.

Bradley Wilson is a financial advisor at Fletcher Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at Community Coffee from 2009 to 2021. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm uses individualized financial plans and asset-allocation strategies, employing fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.