Robert Morella is a financial advisor at Apex Capital Management, L.L.C. with 18 years of industry experience. He holds the PFS™ and Series 66 designations and has worked with firms including Morella & Morella, LLC, Apex Capital Management, LLC, and Arsement, Redd & Morella, LLC. Outside of his advisory role, he is involved in toy manufacturing through membership in Sparo Toy Enterprises, LLC. Apex Capital Management provides written financial planning, portfolio management, and retirement plan advisory services to individuals—including high-net-worth clients—and plan sponsors. The firm uses fundamental analysis to guide asset allocation and offers both discretionary and non-discretionary fiduciary services with approximately $225 million in assets under management across a four-advisor team.

Jo Ellen Kearny is a financial advisor at Apex Capital Management, L.L.C. in Baton Rouge, LA, with 26 years of industry experience. She holds the PFS™ and Series 66 credentials and has worked with firms including Cetera Advisors LLC and Daigrepont & Brian, APAC. Kearny also serves as a board member of the Anton Wilbert Foundation, a nonprofit organization. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm’s investment approach incorporates fundamental analysis and often utilizes third-party platforms for managed accounts, while also offering fiduciary services under ERISA/IRC.

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 been with Apex since 2002 and also serves as president of Charles J. Duchamp, CPA, a professional accounting corporation providing accounting and tax services since 1991. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities with financial planning, asset management, retirement-plan consulting, and annuity product management. The firm uses fundamental analysis to guide asset allocation and trading decisions, and offers both discretionary and non-discretionary account management.

Stephen Morella is a financial advisor at Apex Capital Management, L.L.C. in Lafayette, LA, with two years of industry experience. He holds a Series 65 designation and has previously worked at Morella & Morella, LLC, Arsement Redd & Morella, LLC, and Bank of Louisiana. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities by offering financial planning, asset management, retirement-plan consulting, and annuity product management. The firm’s investment process uses fundamental analysis and managed accounts through third-party platforms, providing both discretionary and non-discretionary portfolio management.