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.

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.

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.

Darren Cart is a financial advisor with Going CPAs and Wealth Advisors in Opelousas, LA. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. He has been a partner at Going, Sabastein, Fisher & Leboeuf, LLP since 2009. Outside of advisory work, he is involved as a partner in a consulting business, Majestic Heights Group, LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates accounting and tax services with wealth management and employs a long-term, buy-and-hold investment approach primarily using mutual funds, ETFs, and fixed-income instruments.

William George is a PFS™ credentialed financial advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has held roles at Cetera Investment Advisers LLC, DC Goodwater LLC, Avantax Advisory Services, and operates Kyle George Consulting LLC, where he provides investment planning, retirement planning, and financial planning services. He is also a partner at Hartiens & Faulk LLP, an accounting firm offering tax compliance, accounting, and business consulting services. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, managing accounts on a discretionary basis with a long-term buy-and-hold investment approach.

Walter Wiltz is a financial advisor at Stone Wealth Partners LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Parish Investment Advisors LLC, Infinex Investments, Inc., and Iberia Financial Services prior to joining Stone Wealth Partners in 2020. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm provides customized portfolio management, financial planning, pension consulting, and 401(k) investment management using a range of analytical approaches, serving clients with both discretionary and non-discretionary advisory services.

Kaleb Andrepont is a PFS™ credentialed advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has been with Going, Sebastien, Fisher and LeBouef, LLP since 2015 and attended the University of Louisiana at Lafayette from 2013 to 2017. Outside of his advisory role, he refers credit card processing services to area businesses through a family business. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, serving clients with a long-term buy-and-hold investment approach and offering specialized ERISA-focused retirement plan services.

Hunter Mc Clendon is a financial advisor with Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. His career includes roles at First Horizon Advisors, Iberia Bank, Infinex Investments, Inc., and Cintas Corp. He is compensated for investment-related sales of insurance and annuities through his firm. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management, using various analytical approaches and offering both discretionary and non-discretionary advisory services.

Joshua Savoie is a financial advisor at Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Stone Wealth Partners, he held roles at Ameriprise Financial Services and has entrepreneurial experience as co-owner of Raconteur Story Writing Services LLC and Savvy Investments LLC, which focus on writing and consulting services. He is also the founder of Celebration of Life, Inc., a book-making platform. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management using a range of analytical approaches and offers both discretionary and non-discretionary services.

Scott Hayes is a PFS™ credentialed advisor with two years of experience at Going CPAs and Wealth Advisors in Opelousas, LA. He has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2018 and is also a partner and president of an accounting firm, Scott D Hayes CPA LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining tax and accounting services with financial planning and discretionary portfolio management. The firm employs a long-term buy-and-hold investment approach and provides ERISA-focused retirement plan services, distinguishing itself as an accounting practice that integrates wealth management.

William Butcher is a Series 65-licensed financial advisor with Stone Wealth Partners LLC in Lafayette, LA, bringing seven years of industry experience. His background includes roles at Integrity RIA and ownership of Red's Health Club, where he also works as a yoga instructor. He has additional experience in movie production and extended travel. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management, employing a range of analytical approaches and providing both discretionary and non-discretionary advice.

Richard Hebert is a financial advisor at Stone Wealth Partners LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Parish Investment Advisors LLC, Infinex Investments, Inc., and Iberia Financial Services. Outside of his advisory role, Hebert owns and manages BXH Investments, where he is involved in negotiating, renovating, and leasing rental properties. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytical approaches and providing both discretionary and non-discretionary investment advice.

Amy Spellman is a PFS™ credentialed advisor with Going CPAs and Wealth Advisors in Opelousas, LA, bringing two years of industry experience. She has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2020 and previously spent 12 years with Broussard & Broussard APAC. Outside of her advisory role, she is a partner and treasurer at Cane Row Nursery & Landscaping, where she handles accounting and tax work. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining financial planning and discretionary portfolio management with integrated tax and accounting services. The firm typically employs a long-term buy-and-hold investment approach and offers ERISA-focused retirement plan services, distinguishing itself through its CPA affiliation and specialized fiduciary offerings.

Robert Roy is a PFS™ credentialed advisor with two years of industry experience, currently serving at Going CPAs and Wealth Advisors in Opelousas, LA. He has been with Going, Sebastien, Fisher and LeBouef, LLP in various roles since 2011. Outside of advisory work, Roy serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs and Wealth Advisors provides financial planning, discretionary portfolio management, and consulting services primarily to individuals, trusts, estates, and retirement plans. The firm integrates tax and accounting expertise with wealth management, offering a long-term investment approach and ERISA-focused retirement plan services.

Seth Dabney is a PFS™ credentialed advisor with two years of experience at Going CPAs and Wealth Advisors in Opelousas, LA. He has been with Going, Sebastien, Fisher and LeBouef, LLP since 2008. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, operating as a CPA practice that provides investment advice with a long-term, buy-and-hold investment approach.

Craig Lebouef is a partner at Going CPAs and Wealth Advisors in Opelousas, LA, with 17 years of industry experience. He holds the CFP® and PFS™ designations and has been with Going, Sebastien, Fisher & LeBouef, LLP since 2009. Outside of his advisory role, he serves on the board of directors and chairs the audit committee for Catalyst Bank. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm combines accounting and tax services with investment advice, typically implementing client plans with a long-term buy-and-hold strategy using mutual funds, ETFs, and fixed-income instruments.

Charles Ledoux is a PFS™ credentialed advisor with Going CPAs and Wealth Advisors, based in Opelousas, LA, and has two years of industry experience. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on accounting and tax work. Ledoux is also the owner and president of an accounting firm, Charles M. Ledoux, CPA, LLC, where he handles administrative duties. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and consulting. The firm integrates tax and accounting services with wealth management, employing a long-term, buy-and-hold investment approach and offering ERISA-focused retirement plan services.

Terry Delhomme II is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at Stone Wealth Partners LLC and previously held roles at Spire Investment Partners and Oxford Asset Management, LLC. Outside of advising, he is the owner of Geaux Park UL, a public parking lot in Lafayette, LA. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management services using a range of analytical approaches and customized portfolio strategies.