Teddy Theriot is the principal advisor at Belle River Capital Management LLC, an independent firm, with 20 years of industry experience. He previously worked at Theriot Walston Inc. for 10 years before founding his current firm in 2023. Theriot holds Series 63 and Series 65 licenses. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations. The firm offers wrap-fee accounts and combines fundamental and technical analysis to tailor asset allocation and securities selection according to client objectives, serving a mix of retail and institutional clients.

Jeffry Cobb is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Logical Investments, LLC in Baton Rouge, LA. He has worked at Foresters Equity Services Inc and Logical Investments since 2011. In addition to his advisory work, he is involved in insurance sales and tax preparation through related business activities and also performs notary services for clients. Logical Investments, LLC is an independent advisory firm managing approximately $45.7 million for about 77 clients, providing discretionary portfolio management, financial planning, and tax services. The firm utilizes model-driven portfolios with hedging, alternative income strategies, and momentum-based trading, and acts as founder and general partner of a private pooled investment vehicle, Oakstone Hedged Equity, LP.

Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.

Gary Haindel is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial industry. He is the principal of Global Planning Stewards LLC, an independent advisory firm he founded in 2017. Haindel has also held positions at StoneX Securities Inc and Multi Financial Securities Corporation. He serves as an officer of the Kiwanis Club of Baton Rouge, a community service organization supporting underprivileged children. Global Planning Stewards LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering tailored investment strategies that include long- and short-term trading and various asset classes.

Michael Bonfanti is a CFP® professional with 22 years of industry experience, operating Bonfanti Investment Services, LLC in Prairieville, LA. He has worked with Bonfanti Investment Services since 2009 and was previously affiliated with LPL Financial. In addition to his advisory work, he manages an independent insurance agency and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k), 403(b), pension, and profit-sharing plans. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerances, using a combination of modern portfolio theory and fundamental, cyclical, and technical analysis.

Michael Patton is a CFP® with 19 years of experience and the sole advisor at Integrity Wealth Management, Inc. in Greenwell Springs, LA, where he has worked since 2007. He contributes as an editor to Investment Advisor Magazine and writes regularly as a columnist for Forbes.com. Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm tailors investment advice using a combination of passive and active strategies focused on tax efficiency and risk management.

Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.

Greg Kennedy is the principal of Lord Wellington Investments, LLC in Baton Rouge, LA, with 12 years of experience as a financial advisor. He holds Series 63 and Series 65 licenses and has maintained an active CPA practice since 1994. In addition to his advisory work, Kennedy is involved in private investment entities and serves as a licensed insurance agent. Lord Wellington Investments advises individuals and high-net-worth clients, providing financial planning services such as retirement and tax planning, cash flow management, education funding, and legacy planning. The firm does not directly manage client assets but recommends third-party money managers and coordinates related administrative services.

Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.

Matthew Harger is a financial advisor at Harger And Company, Inc. in Baton Rouge, LA, with 20 years of industry experience. He holds a Series 66 designation and has been with Harger And Company since 2004. Outside of his advisory role, he conducts investment-related seminars through local universities on an as-needed basis. Harger And Company provides portfolio management, financial planning, and 401(k) advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamental, long-term investment approach with diversified allocations tailored through comprehensive client interviews.

Barton Evans is a CFP® with 24 years of experience in the financial industry. He is a managing member of BTE Wealth Management, LLC and serves on the boards of the Louisiana Wildlife & Fisheries Foundation and the Henderson Island Hunting Club. He has been with Evans Investment Advisors, LLC since 2010 and previously worked at Osaic Wealth, Inc. and FSC Securities Corp. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing no-load and low-load mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.

Shane Haag is a financial advisor with Advisor.Investments in Baton Rouge, LA, holding Series 63, Series 65, and Series 66 licenses and possessing 21 years of industry experience. He has been with Diversified Investment Strategies, LLC since 2005. Outside of his advisory role, he is a managing member of a family-owned property business. Advisor.Investments is a small team providing discretionary portfolio management to individuals, business entities, trusts, and estates, including high-net-worth clients. The firm employs a multifaceted investment approach that incorporates technical, fundamental, charting, and cyclical analysis, utilizing various strategies across multiple asset classes.

Laura Rainier is a financial advisor at Rainier Wealth Planning, LLC in Baton Rouge, LA, holding a Series 66 designation with six years of industry experience. Her prior experience includes roles at OSAIC, Lincoln Financial Advisors, and Thompson Luke & Associates. Outside of advisory work, she is also a licensed independent insurance agent. Rainier Wealth Planning, LLC provides portfolio management, financial planning, pension consulting, and trustee services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs fundamental analysis and modern portfolio theory in portfolio construction, typically recommending mutual funds and employing long-term trading and options strategies.

Christopher Dowden is a CFP® with 26 years of industry experience, currently serving at Harger and Company, Inc. since 2009. He holds the Series 63 designation and is based in Baton Rouge, LA. In addition to his advisory role, he is an officer of RL Harger and Associates, Inc. and ATM Properties, where he performs general office-related duties. Harger and Company provides portfolio management, financial planning, and 401(k) advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamental, long-term investment approach with diversified allocations tailored through detailed client interviews.

Matthew Spencer is a Series 65 licensed advisor at B.F. Anderson with 15 years of industry experience. He has been with B.F. Anderson since 2008. B.F. Anderson is a state-registered investment adviser managing approximately $58.9 million for around 58 client relationships. The firm serves individuals, corporations, pension plans, trusts, estates, and other entities using a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in selected U.S. companies without employing margin or options strategies.

Budd Anderson is a financial advisor at BF/Anderson with Series 63 and Series 65 credentials and 49 years of industry experience. He has been with B F Anderson & Co. Inc since 1995. B.F. Anderson & Co., Inc. is a state-registered investment adviser managing approximately $58.9 million across about 58 client relationships. The firm provides discretionary and non-discretionary portfolio management services to individuals, corporations, pension plans, trusts, and estates, employing a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in U.S. companies without using margin or options strategies.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.

David Mcfadden is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Diversified Investment Strategies, LLC since 2005. The firm, operating as Advisor.Investments, manages discretionary portfolios for individuals, business entities, trusts, and estates, including high-net-worth clients, using a range of investment strategies across multiple asset classes. They also provide selective ancillary services such as tax preparation and insurance product arrangements.

Jason Rainier is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked with Lincoln Financial Advisors/OASIC FA, Inc. for 15 years and currently serves as an advisor at Rainier Wealth Planning, LLC since 2026. In addition to his financial advising role, Rainier is an IRS-enrolled agent providing tax preparation and income tax advice, and he operates a notarial services business. Rainier Wealth Planning, LLC is an investment adviser serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and trustee services, using written Investment Policy Statements, fundamental analysis, and modern portfolio theory to guide investments primarily in mutual funds and options strategies.

Jill Kindler is an investment advisor at HTB Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has been a partner at Hannis T. Bourgeois, LLP, a CPA firm specializing in business valuation, litigation consulting, and estate and trust taxes, since 2012. She also serves as a board member of Feliciana Bancshares, LLC, a community bank. HTB Wealth Advisors provides investment advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, offering discretionary managed accounts, asset-allocation programs, and retirement plan consulting. The firm collaborates closely with its affiliated CPA firm to coordinate tax and advisory services and typically delegates portfolio implementation to independent managers while overseeing client suitability and communication.