Matthew Edward Margaglio

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.

Gus Godchaux is a CFA® charterholder and Series 65 licensee with 10 years of industry experience. He has been the principal advisor at Lailaps Capital, L.L.C. since 2015 and serves as an analyst at Abbeville Family Partnership. He is also a partner at Gulf Land Structures and a co-executor of his grandfather's estate. Lailaps Capital provides portfolio management and financial planning services to individuals, corporate/business entities, and charitable organizations. The firm manages approximately $42 million in assets and offers access to a broad range of investment vehicles, including private placements, hedge funds, and venture capital, using a multi-method analytical approach tailored to client goals and risk tolerance.

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 financial advisor at SOW Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and project-based financial planning. The firm employs a combination of quantitative, fundamental, and technical analysis using sector-specific factor models and offers access to alternative investments, pooled vehicles, and educational seminars.

Logan Bowers is a financial advisor at SOW Advisors LLC with a Series 65 credential and one year of industry experience. He is also the owner and managing member of H&L Investments LLC, where he oversees operations and strategy for a real estate investment business focused on multifamily, single-family, and mobile home park assets, and serves as a general partner for private real estate and private credit investment funds. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of quantitative, fundamental, and technical analysis within a modern-portfolio framework and offers clients educational seminars and investment advice that includes alternative and pooled investment vehicles.

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.