Lorenzo Treadway is a financial advisor at Pelican Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase bank before joining Pelican Wealth Management in 2017. He also works with Pelican Wealth Tax Advisors as of 2026. Pelican Wealth Management is a state-registered advisory firm serving individuals, pension and 401(k) plans, charitable organizations, and small businesses. The firm provides discretionary investment management, financial planning, and consulting, using a variety of investment approaches and offering pro-bono educational seminars for retirement plan participants.

Braden Smith is a financial advisor with Fletcher Financial Group in West Monroe, LA. He holds a Series 65 designation and has been with Fletcher Financial Group since 2018. Prior to that, he worked at Tech Assurance and Port-a-Bell. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm bases its advice on individualized plans and asset-allocation strategies, using a combination of fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

Dorothy Vines is a Series 65-licensed advisor at Vines Capital Management, LLC with four years of industry experience. She has worked at Vines Capital Management since 2018 and previously served at the Ouachita Parish Sheriffs Office. Outside of her advisory role, she has volunteered in nursing services since 2004. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, tailoring portfolios using fundamental analysis and modern portfolio theory with a range of investment instruments.

Alan Stephenson is a financial advisor at Legacy Wealth Concepts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services and Stephenson Financial. Outside of finance, he is involved in several entrepreneurial ventures, including ownership roles in a handyman service and heating and air companies, and serves on the board of Polygon Health as Chief Patient Officer. Legacy Wealth Concepts offers portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and foundations. The firm combines fiduciary advisory and commissionable distribution roles through its affiliated broker-dealer and insurance appointments, managing approximately $64.8 million with a focus on customized investment strategies and ancillary services such as tax preparation and ongoing planning.

Gary Graham is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been associated with Entrust Investment Management since 1983 and worked at Triad Advisors, Inc. from 1998 to 2024. In addition to his advisory work, he practices law as an attorney. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily for high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process involving risk assessment and portfolio optimization, offering both discretionary and non-discretionary management options.

Bradley Wilson is a financial advisor at Fletcher Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at Community Coffee from 2009 to 2021. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm uses individualized financial plans and asset-allocation strategies, employing fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

Kenneth Fletcher is a financial advisor with Fletcher Financial Group in West Monroe, LA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with AIG American General Life Insurance Company since 2002 and owns Family Financial Group, an independent insurance sales business established in 1997. Additionally, he organizes Medicaid Made Simple seminars for seniors and owns a program that assists clients in finding FDIC-insured CDs. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individuals and families. The firm emphasizes individualized financial plans, asset allocation, risk management, and uses external managers to implement strategic and tactical allocations.

Kenneth Vines is a financial advisor with Vines Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Vines Capital Management since 2018 and previously at Summit Financial Wealth Advisors from 2015 to 2018. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and a range of investment instruments including mutual funds, ETFs, options, and margin.

James Rider is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 21 years of industry experience. He has worked with the firm since 2011 and holds a Series 66 designation. In addition to his advisory role, Rider provides occasional notary services and serves as an executor for an estate. Graham, Bordelon, Golson & Gilbert, Inc. offers investment management, financial planning, and business consulting primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses a risk-tolerance–based asset allocation process incorporating stocks, bonds, options, ETFs, and mutual funds, and provides both discretionary and non-discretionary portfolio management.

Jeffrey Golson is a financial advisor with Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been a partner at Graham, Bordelon & Company, Inc. since 1989 and has also worked with Entrust Investment Management, LLC and Triad Advisors, Inc. throughout his career. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, trusts, estates, and retirement accounts, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm employs an asset-allocation process incorporating risk-tolerance questionnaires, efficient-frontier tools, and portfolio optimization, offering both discretionary and non-discretionary management under wrap-fee and non-wrap program options.

Micheal Gilbert is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Inc. for 23 years and Graham, Bordelon & Co. for 27 years. He is also involved with ENTRUST Investment Advisory LLC, where he performs financial planning and tax preparation activities. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm uses an asset-allocation process informed by risk-tolerance assessments and portfolio optimization, offering both discretionary and non-discretionary account management with regular portfolio reviews.

Lana Weant is a financial advisor at Vines Capital Management, LLC, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Woodmen Life, American Income Life, and the University of Louisiana. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations by providing discretionary portfolio management, financial planning, and pension consulting. The firm customizes portfolios using model strategies that incorporate fundamental analysis and modern portfolio theory, managing approximately $168 million in assets across a diverse client base.

Jamie Carroll is a financial advisor at Ballast Rock Private Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of financial advising, Jamie owns Swamp Rabbit Print, LLC, a design and print services business, and serves as an independent consultant for Arbonne International, recommending health and wellness products. Ballast Rock Private Wealth provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios and offers consulting services for retirement plans and plan sponsors.

Michael Antley is a CFP® with 20 years of industry experience, currently serving at Heritage Capital Management, Inc. since 2012. He is also the owner and agent of Integrity Capital Research, LLC, a research-focused investment entity he has operated since 2006. Heritage Capital Management is a small, supported advisory firm serving individual and business clients, including high-net-worth individuals. The firm employs an asset-allocation approach primarily using mutual funds and ETFs, integrating fundamental, technical, and cyclical analysis across multiple investment horizons.

Dustin Volentine is a financial advisor at AMC Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and maintains a full-time position as a plant manager at LKQ Corporation. Additionally, Dustin operates a small cleaning business with his children outside of his advisory role. AMC Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and charitable organizations. The firm customizes portfolios primarily using exchange-traded funds and mutual funds within a strategic asset allocation framework and emphasizes accessible, negotiable-fee planning and management rather than focusing exclusively on high-net-worth clients.

Dean Mailhes is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Heritage Capital Management, Inc. and has prior work history at Argent Advisors, Inc. and Argent Trust. Outside of his advisory role, he has involvement in several real estate ventures. Heritage Capital Management is a small, supported investment advisory firm serving individual and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and non-investment consulting, utilizing an asset-allocation approach with mutual funds and ETFs.

Justin Mailhes is a CFP® professional with nine years of industry experience, currently serving at Argent Advisors, Inc. since 2014. He also holds roles as a trust officer at Argent Trust Company and Chief Compliance Officer at Heritage Capital Management. Additionally, he is an independent insurance agent outside of his investment-related activities. Argent Advisors, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $1.46 billion on a discretionary basis and offers integrated trust services and municipal advisory consulting to state and local governments.

John Kelly is a financial advisor with Regal Investment Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He has worked at multiple firms including Strategic Advisors and Regulus Financial Group. Kelly serves as a board member of the International Student Foundation, a nonprofit organization. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers, offering a range of proprietary and third-party model portfolios for individual, charitable, and corporate clients.

Thomas Ditta is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Regulus Financial Group, AGIA, VALIC Financial Advisors, Cetera, and Regions Bank. Outside of his advisory work, he is employed part-time at Frenchman's Bend Country Club in Monroe, Louisiana. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent investment adviser representatives and other registered advisers. The firm serves a diverse client base, including individual, charitable, and corporate clients, offering a range of proprietary and third-party model portfolios with discretionary implementation and rebalancing.

Eilesia Dixon is a CFP® with 23 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2020. Her prior experience includes roles at LPL Financial and Wells Fargo Advisors. She is also the treasurer of Louisiana Hunters for Heroes, a nonprofit providing hunting and fishing opportunities for veterans. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized, long-term portfolio management and financial planning using a range of investment vehicles and may utilize third-party money managers and wrap programs.