Robert Dufrene is a Series 65 licensed financial advisor with Capital South Wealth Management, LLC in Baton Rouge, LA, where he has worked since 2023. He has two years of industry experience and also serves as Assistant Director at Louisiana State University’s Gordon A. Cain Center, a position he has held since 2019. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million for about 129 clients, using fundamental analysis and a mix of long- and short-term strategies tailored to each client’s goals and risk tolerance.

Ryan Gisclair is a CFP® professional with 13 years of industry experience, currently serving at Capital South Wealth Management, LLC since 2016. He also holds an insurance agent role with Life Brokerage LLC and has involvement in several community organizations in Baton Rouge, including serving as president of the Estate & Business Planning Council and as a board member of LA Key Academy. Additionally, he acts as treasurer for the Law Enforcement and Criminal Justice Foundation. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million across about 129 clients, using tailored portfolios implemented through fundamental analysis and a mix of long- and short-term strategies with regular rebalancing and quarterly reviews.

Thomas Taylor is a financial advisor at Capital South Wealth Management, LLC in Baton Rouge, LA, holding a Series 65 designation and bringing one year of industry experience. His background includes roles at Drax Biomass, P&S Surgical Hospital, and the Ouachita Parish Clerk of Court. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm employs a tailored approach based on client goals, time horizon, and risk tolerance, utilizing a mix of long- and short-term strategies with regular portfolio reviews.

James Bayard is a CFP® and ChFC® with 12 years of industry experience. He is currently a financial advisor at Capital South Wealth Management, LLC, where he has worked since 2016. Bayard is also associated with Life Brokerage LLC as an insurance agent. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm employs tailored portfolios using fundamental analysis and both long- and short-term strategies, managing approximately $113 million for around 129 clients.