Wendy Bourque

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 in Lafayette, LA, holding a Series 65 designation. He has experience at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to a diverse client base including individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach to public markets and fundamental analysis for private markets, providing both discretionary management and standalone advisory engagements.

Theresa Aguillard is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, Louisiana, with 23 years of industry experience. She holds the Series 66 designation and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and various institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives, employing a customized investment process that uses fundamental, technical, charting, and cyclical analysis with ongoing monitoring and rebalancing.

Logan Bowers is the owner and managing member of H&L Investments LLC, with over 10 years of experience in real estate investment and private fund management. He holds a Series 65 designation and has a background that includes roles at Power Investors LLC and Cetco Energy Services. His outside business activities include overseeing operations and asset management for multifamily, single-family, and mobile home park investments through H&L Investments. SOW Advisors LLC is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach in public markets combined with fundamental and qualitative analysis in private markets, serving both accredited and non-accredited clients through discretionary management and hourly advisory engagements.

Mark Avant is the sole advisor at Avant Capital, LLC in Lafayette, Louisiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant Capital since 2014, following prior roles at Avant & Associates LLC and L and M Avant Holdings, LLC. He is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Avant Capital serves individuals, trusts, estates, and retirement plans by offering discretionary investment management and retirement-plan advisory services. The firm uses a primarily long-term investment approach tailored to client objectives, combining fundamental and technical analysis to build diversified portfolios using low-cost mutual funds, ETFs, and selective individual securities.

Gary Mcgee is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, LA, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm customizes its investment approach using a variety of analytical methods and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerances.