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.

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.

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.

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.

Gail Hoffman Jackson is a CFP® with 31 years of experience in the financial industry. She is currently with Brian Low Financial Group, LLC, where she has worked since 2023. Prior to that, she spent eight years at Morgan Stanley. Brian Low Financial Group serves individual and high-net-worth clients, focusing on retirement investing and income generation through investment management, financial planning, and consulting services. The firm employs a goal-based process and uses a combination of equities, mutual funds, ETFs, debt securities, third-party money managers, and technology to manage a broad client base.

Devin Jones is a financial advisor at Progeny Wealth Management LLC with two years of industry experience. He has worked at Progeny Wealth Management and Progeny Law Firm since 2021 and previously practiced law at Stockwell, Sievert Law Firm. Jones is an associate attorney at an estate planning firm in addition to his advisory role. Progeny Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a broad range of investment types and drawing on fundamental analysis and modern portfolio theory to tailor client allocations. The firm maintains an active legal affiliation through its principals and offers both discretionary and non-discretionary management with documented risk disclosures.

James Pope is a financial advisor at Advisor.Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversified Investment Strategies, LLC since 2005. Outside of his advisory role, he is the managing member of a family timber and real estate business. Advisor.Investments provides discretionary portfolio management to individuals, business entities, trusts, and estates, including high-net-worth clients. The firm employs a range of investment strategies across multiple asset classes and offers ancillary services such as tax preparation and insurance product arrangements.

Emily Johnson is a financial advisor at Valley Oak Investment Strategies LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Valley Oak Financial PLLC, APEX CPA's and Consultants, Hannis T Bourgeois, and William D Mercer, CPA. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a diverse client base including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning for business owners and utilizes third-party model portfolios and platforms such as the Altruist Model Marketplace to implement customized investment strategies.

Myrna Arroyo is a financial advisor at Progeny Wealth Management LLC in Baton Rouge, LA, holding a Series 65 license with four years of industry experience. She has worked at Progeny Wealth Management since 2021 and maintains a long-standing legal career as managing attorney at Progeny Law Firm since 2002. Outside her advisory role, she owns Roux Wine Tours LLC, a travel agency. Progeny Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a broad range of investment types and strategies. The firm combines fundamental analysis with modern portfolio theory to create tailored allocations and conducts regular account reviews, offering both discretionary and non-discretionary management.

Ronald Gagnet is an investment advisor with HTB Wealth Advisors, LLC and holds a Series 65 credential. He has over 40 years of experience as a partner at Hannis T. Bourgeois, LLP, a CPA firm in Baton Rouge, Louisiana. 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 through third-party managers, and retirement plan consulting. The firm integrates advisory and accounting services through its affiliation with Hannis T. Bourgeois, LLP, facilitating coordinated financial planning and portfolio management.

Noah Mc Michael is a financial advisor at Brian Low Financial Group, LLC in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, and Northwestern Mutual. Brian Low Financial Group serves individual and high-net-worth clients with a focus on retirement investing and income generation, offering investment management, financial planning, and consulting services. The firm employs a goal-based process and uses a combination of equities, mutual funds, ETFs, debt securities, and third-party money managers to manage a diverse client base.

Brian Low is a financial advisor with Brian Low Financial Group, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at his firm since 1998, with prior experience at Madison Avenue Securities, LLC and Broker Dealer Financial Services Corp. Outside of advisory work, he is involved in multiple entrepreneurial ventures, including ownership of a marketing events business and serving as a silent partner in a smoothie franchise. Brian Low Financial Group, LLC provides investment management, retirement-focused financial planning, and consulting primarily to individual and high-net-worth clients. The firm’s investment approach centers on income generation for retirement through diversified asset allocation, mutual fund and ETF selection, and disciplined portfolio rebalancing rather than market timing.

Cristina Hethmon is a financial advisor at Rainier Wealth Planning, LLC with one year of industry experience. She holds a Series 66 designation and has held positions at Rainier Wealth Planning and OSAIC Wealth, Inc. Outside of advising, she serves as president of the Louisiana State University chapter of Alpha Kappa Psi, a professional business fraternity, and works as an independent insurance agent. Rainier Wealth Planning, LLC offers portfolio management, financial planning, pension consulting, and trustee services for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs fundamental analysis and modern portfolio theory with an emphasis on mutual funds, long-term trading, and options strategies, and it provides ongoing advisory monitoring and discretionary trading authority.

Kathryn Davis is a CFP® professional with 18 years of industry experience. She has worked at Pelican Investment Advisors, LLC since 2021 and previously spent 13 years with Kassouf & Co., P.C. and Kassouf Wealth Advisors, LLC. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to client objectives and maintains close operational links with accounting services through its ownership.

Travis Shepherd is a financial advisor with Prostatis Financial Advisors Group, holding a Series 65 credential and 14 years of industry experience. He has previously worked at Retirement Wealth Advisors, Inc. and founded Shepherd Wealth Solutions, which offers insurance and investment advisory services. He also owns Allied Tax Advisors, a tax preparation business, and founded Capital Learning Academy, providing adult financial education courses. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets through a multi-team of about 18 advisors, employing a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework.