John Dawes

Teddy Theriot is a financial advisor at Belle River Capital Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Theriot Walston Inc. for 10 years before joining his current firm in 2023. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations, including pension and profit-sharing plans. The firm customizes advisory services to clients’ investment objectives, combining fundamental and technical analysis with third-party research, and offers a wrap fee program alongside institutional client services.

Michael Bonfanti is a CFP®-designated financial advisor with over 21 years of industry experience. He is the sole advisor at Bonfanti Investment Services, LLC, an independent firm he has been affiliated with since 2009. In addition to his advisory work, Bonfanti maintains a licensed insurance practice and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k)s and pensions. The firm emphasizes tailored portfolio management based on clients’ goals and risk tolerance, utilizing a combination of modern portfolio theory and various analytical methods.

Dustin Gomez is a Series 65-licensed advisor affiliated with The Geauxmez Group Wealth Management LLC in Gesimar, LA. The firm is newly formed and has no other active advisors. The Geauxmez Group Wealth Management provides investment advisory services to individuals and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm’s approach combines fundamental and technical analysis to build diversified portfolios focused on low-cost mutual funds and ETFs, and also includes the selection and oversight of unaffiliated independent managers.

Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.

Barton Evans is a CFP® with 24 years of experience in the financial industry. He is a managing member of BTE Wealth Management, LLC and serves on the boards of the Louisiana Wildlife & Fisheries Foundation and the Henderson Island Hunting Club. He has been with Evans Investment Advisors, LLC since 2010 and previously worked at Osaic Wealth, Inc. and FSC Securities Corp. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing no-load and low-load mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.