Collin Dauterive is a financial advisor at Parish Investment Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Parish Investment Advisors since 2016, following a year at Capital One Investing, LLC. Parish Investment Advisors LLC serves individuals, employee benefit plans, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and pension consulting services. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches that include custom allocations and model portfolios, with methodologies such as modern portfolio theory and fundamental analysis.

Harry Barton is a financial advisor at Barton Advisory Services, L.L.C. with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Barton has worked as a consultant for Postlethwaite & Netterville since 2021 and has owned a CPA firm since 1986. He serves as a board member of First Horizon Bank, where he contributes to corporate strategy and internal audit. Barton Advisory Services, L.L.C. provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach focused on diversified, passively managed asset-class mutual funds and ETFs, and utilizes independent sub-advisory and back-office services to support its operations.

Hab Barton is a Series 65-licensed financial advisor with Barton Advisory Services, L.L.C. in Lafayette, Louisiana, where he has worked since 2014. He also serves as a CPA at Harry V. Barton CPA, LLC, providing tax advice and filing services since 2011. Barton has 10 years of experience in the financial advisory industry. Barton Advisory Services offers investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold strategy focused on diversified, passively managed asset-class mutual funds and ETFs, supported by written investment policy statements and independent sub-advisory services.

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.

Stephen Morella is a financial advisor at Apex Capital Management, L.L.C. in Lafayette, LA, with two years of industry experience. He holds a Series 65 designation and has previously worked at Morella & Morella, LLC, Arsement Redd & Morella, LLC, and Bank of Louisiana. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities by offering financial planning, asset management, retirement-plan consulting, and annuity product management. The firm’s investment process uses fundamental analysis and managed accounts through third-party platforms, providing both discretionary and non-discretionary portfolio management.

Renee Baudoin is a CFP® professional with 4 years of experience at CHF Wealth Management, LLC in Lafayette, LA, where she has worked since 2015. She is also involved as president of Renee E Clark, LLC, a tax and financial planning business. Prior to and concurrently with her role at CHF Wealth Management, she has been associated with Clark, Hanes & Faul LLC, a CPA firm. CHF Wealth Management provides financial planning and portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a risk-based investment approach with regular portfolio monitoring and emphasizes the use of Investment Policy Statements to guide portfolio construction.

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.

Eric Faul is a financial advisor with CHF Wealth Management, LLC, holding the CFP® and PFS™ designations, and has 14 years of industry experience. He has worked at CHF Wealth Management since 2009 and is also a CPA with Clark, Hanes & Faul, LLC, a firm he has been affiliated with since 2004. Outside of his advisory role, he serves as president of Eric S Faul CPA, LLC, a tax and financial planning business. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statement to guide portfolio construction across a range of risk levels and monitors accounts quarterly.

Montgomery Gossen is a CFP® and Series 65 credentialed advisor with 10 years of experience. He has been with BCM Advisors, LLC (formerly Billeaud Capital Management, LLC) since 2016. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and a range of institutional and business clients. The firm uses asset-class, primarily indexed mutual fund and ETF strategies with daily monitoring and quarterly rebalancing, offering several investment approaches including Growth, Balanced, and Conservative options with Standard and Social Values variations.

Katelyn Dubuc is a financial advisor at Cullen Investment Group with 11 years of industry experience. She holds the Series 66 designation and has been with Cullen Investment Group since 2013. Cullen Investment Group is a team of six advisors managing about $795 million in discretionary client assets. The firm provides portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors, employing a fundamentally driven, value-oriented investment approach combined with a Bucket Approach to Retirement.

Ken Hanes is a financial advisor at CHF Wealth Management, LLC with 14 years of industry experience. He holds the CFP®, PFS™, and Series 66 designations and has been associated with CHF Wealth Management since 2008. Hanes is also a CPA and is involved with Clark, Hanes & Faul, LLC, a CPA firm, where he dedicates part of his professional time. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statement to tailor portfolios ranging from Ultra-Conservative to Aggressive Growth, with regular monitoring and quarterly reporting.

Jeffrey Johnson is a financial advisor with Signal Securities, Inc. in Lafayette, LA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cetera and Liberty Tax. Outside of advisory work, he serves as a poll worker during elections and is a Lieutenant Colonel in the United States Marine Corps Reserves. Signal Securities provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to tailor model portfolios or customized allocations, offering both discretionary and non-discretionary investment management.

Wesley Gautreaux is a financial advisor at Summit Financial Wealth Advisors with six years of industry experience. He holds a Series 65 credential and previously worked at Broad Point Energy and FRAC-CHEM, a Koch Industries subsidiary. Outside of his advisory role, he manages a holding company with partial ownership in Southern Asset Managers, the management company of Summit Financial. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and risk tolerance and utilizes a variety of analytical approaches across multiple asset classes.

Charles Ray Jr. is a financial advisor at Summit Financial Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Summit since 2015. Outside of his advisory role, he owns CLR Inc., which holds a partial ownership interest in the management company for Summit Financial Wealth Advisors. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to a range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm tailors portfolios based on client objectives and risk tolerances, utilizing a mix of analytical approaches and a variety of investment instruments overseen by a regularly meeting investment committee.

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.

Howard Clark is a financial advisor at CHF Wealth Management, LLC with 20 years of industry experience. He holds the PFS™ and Series 66 designations and has been with CHF Wealth Management since 2005. Clark is also associated with Clark, Hanes & Faul, LLC, an accounting firm under common control with CHF Wealth Management. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statement to guide portfolio construction and manages accounts with a mix of individual securities, mutual funds, ETFs, and bonds.

Brandon Varisco is a financial advisor at FMSA with 17 years of industry experience. He holds a Series 65 designation and has worked at FMSA since 2017. Prior to that, he was with Oxford Asset Management for nine years and also operates the Brandon Varisco Insurance Agency. He is licensed to sell life and health insurance products. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach that emphasizes company financials and SEC filings.

George Holland IV is a financial advisor with BCM Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with BCM Advisors since 2009. Outside of his advisory role, he serves on the Board of Directors for the Oil Center Association, a nonprofit organization supporting the business community in Lafayette, LA. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional clients. The firm employs an asset-class investment approach primarily using indexed mutual funds and ETFs, offering multiple strategies including growth, balanced, and conservative options with standard and social values variations.

Melanie Dwyer is a financial advisor at CHF Wealth Management, LLC in Lafayette, LA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with CHF Wealth Management since 2007. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statements to tailor portfolios ranging from Ultra-Conservative to Aggressive Growth, implementing investments through individual securities, mutual funds, ETFs, and bonds.

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.