Jordan Abney is a financial advisor at Abney Wealth Partners with exposure to the industry beginning in 2022 through Abney Advisory Group and prior experience at Physicians Mutual Insurance Company from 2016 to 2022. He holds a Series 65 credential and is based in Youngsville, LA. Abney Wealth Partners is a state-registered investment adviser that offers financial planning, consulting, and portfolio management services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, using third-party sub-advisers and wrap-fee platforms to implement and monitor portfolios.

Amie Varnado is a financial advisor with Capital Financial Planners, LLC in Youngsville, LA, holding a Series 66 designation and 18 years of industry experience. She has worked at Capital Financial Planners since 2011 and previously at Edward Jones. Outside of advising, she is a half owner of an electrical service company operated by her spouse, dedicating a portion of her time to accounting and insurance sales. Capital Financial Planners provides financial planning and discretionary portfolio management to individuals and a limited number of institutional clients, managing approximately $29 million. The firm employs a primarily passive, asset-allocation-driven approach with regular account reviews and offers advice across tax, insurance, retirement, and estate planning.

Bradley Ortego is a Series 65-licensed financial advisor with SOW Advisors LLC in Youngsville, LA, bringing one year of industry experience. His prior work includes roles at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. He maintains ownership interests in alternative investment entities such as Narrow Way Equity Partners. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified portfolios. The firm also offers project-based financial planning and educational seminars on investment and personal finance topics.

Logan Bowers is a financial advisor at SOW Advisors LLC in Youngsville, Louisiana, with one year of industry experience and a Series 65 credential. He is also the managing member and owner of H&L Investments LLC, a real estate investment and private fund management business focused on multifamily, single-family, and mobile home park assets. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, using a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to create diversified portfolios that may include both passive and active strategies. The firm also offers educational seminars and advises on alternative investments and private funds.

Mark Avant is a financial advisor at Avant Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Avant Capital since 2014. Avant is also the owner of L And M Avant Holdings, LLC, a commercial property management company. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm offers discretionary, customized portfolio management focused on long-term strategies using low-cost mutual funds and ETFs, supplemented by individual stocks or bonds as appropriate.

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 worked at Apex since 2002 and has operated his own accounting and tax services firm since 1991. Duchamp serves as president of his CPA firm, providing accounting and tax services to clients. Apex Capital Management is an SEC-registered advisory firm with four advisors managing approximately $225 million for about 332 clients. The firm offers personalized investment management, financial planning, retirement plan consulting, and annuity product management, using fundamental analysis and tailored strategies to meet client objectives and risk profiles.

Darren Cart is a partner at Going CPAs & Wealth Advisors, LLP with 15 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. Cart has been with Going, Sabastein, Fisher & Leboeuf, LLP since 2009 and also serves as a partner in Majestic Heights Group, LLC, a consulting firm. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, emphasizing tax-aware planning and long-term investment strategies.

William George is a financial advisor at Going CPAs & Wealth Advisors, LLP with the PFS™ designation and two years of industry experience. He has held positions at several firms, including Cetera and Avantax Advisory Services, and is a partner at the accounting firm Hartiens & Faulk LLP. George also manages Kyle George Consulting LLC, through which he provides investment planning, retirement planning, financial planning, and estate planning services. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm offers integrated accounting and wealth management services, managing assets on a discretionary, long-term basis with a tax-aware approach supported by advisors holding CPA and PFS/CFP credentials.

Walter Wiltz IV is a financial advisor at Stone Wealth Partners LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Stone Wealth Partners since 2020, following four years at Parish Investment Advisors LLC. Stone Wealth Partners serves individuals, including high net worth clients, as well as pension and retirement plan sponsors, managing approximately $143 million for about 375 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using customized and model portfolios primarily invested in equities, mutual funds, ETFs, and select alternative instruments.

Kaleb Andrepont is a financial advisor at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He holds the PFS™ designation and has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2015. Outside of advising, Andrepont refers credit card processing services to local businesses through a family business. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm combines accounting and advisory services, managing approximately $160.8 million in discretionary assets using a tax-aware, long-term investment approach.

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.

William Butcher is a financial advisor with Stone Wealth Partners LLC and holds a Series 65 designation. He has eight years of industry experience and previously worked at Integrity RIA for two years. Outside of finance, he is a yoga instructor at Red's Health Club. Stone Wealth Partners serves individuals, including high net worth clients, as well as pension and retirement plan sponsors, managing approximately $143 million for about 375 clients through a team of six advisors. The firm offers customized and model portfolios primarily invested in equities, mutual funds, ETFs, and select alternative instruments, alongside financial planning, consulting, and retirement plan services.

Richard Hebert is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Stone Wealth Partners LLC since 2020 and previously spent four years at Parish Investment Advisors LLC. Outside of his advisory role, Hebert owns and manages BXH Investments, where he is involved in property renovations and leasing. Stone Wealth Partners LLC serves individuals—including high net worth clients—and pension and retirement plan sponsors, managing approximately $143 million across about 375 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing customized and model portfolios primarily invested in equities, mutual funds, ETFs, and select alternative instruments.

Sara Girouard is an advisor at Stone Wealth Partners LLC with three years of industry experience. She has worked at Federated Management Services, Inc., Delhomme & Girouard, LLC, PRM CPAs + Advisors, LLC, and Delhomme LeBlanc & Associates, LLC. Stone Wealth Partners LLC serves individuals, including high net worth clients, as well as pension and retirement plan sponsors, managing approximately $143 million for around 375 clients through a team of six advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and pension/401(k) consulting and participant enrollment support, using customized and model portfolios primarily focused on equities, mutual funds, ETFs, and select alternative instruments.

Amy Spellman is a financial advisor at Going CPAs & Wealth Advisors, LLP with 2 years of industry experience. She holds the PFS™ designation and previously worked at Broussard & Broussard APAC for 12 years and at Going, Sebastien, Fisher and LeBouef, LLP for 6 years. Outside of her advisory role, she is a partner and treasurer at Cane Row Nursery & Landscaping, where she performs accounting and tax duties. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm emphasizes an integrated accounting-advisory model with a focus on tax-aware planning and manages accounts on a discretionary, long-term buy-and-hold basis.

Robert Roy Jr. is a PFS™ credentialed financial advisor with Going CPAs & Wealth Advisors, LLP, bringing two years of industry experience. He has been affiliated with Going, Sebastien, Fisher and LeBouef, LLP since 2011, serving in various roles. Roy also serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting services with wealth advisory through a team that holds CPA and PFS/CFP credentials.

Seth Dabney is a financial advisor at Going CPAs & Wealth Advisors, LLP in Lafayette, LA, holding the PFS™ designation with two years of industry experience. He has been associated with Going, Sebastien, Fisher and LeBouef, LLP since 2008, totaling 18 years in related professional roles. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan consulting, managing approximately $160.8 million in discretionary assets across more than 320 client relationships with a tax-aware, integrated accounting-advisory approach.

Craig Lebouef is a CFP® and PFS™ professional with 17 years of experience at Going, Sebastien, Fisher & LeBouef, LLP in Lafayette, LA. He is a partner at the firm and also serves on the board of directors of Catalyst Bank, where he chairs the audit committee. Additionally, he owns an accounting firm, Craig C. Lebouef, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, focusing on tax-aware planning and long-term investment management.

Charles Ledoux is a Personal Financial Specialist (PFS™) at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He has been affiliated with Going, Sebastien, Fisher & LeBouef, LLP since 2016 and serves as a partner in the firm’s accounting practice. Ledoux is also president and a shareholder of an accounting firm, Charles M. Ledoux, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm integrates financial planning and ongoing portfolio management with accounting services, managing assets on a discretionary, long-term buy-and-hold basis that incorporates tax-aware strategies.