Victoria Varisco Lulich is a Series 65 licensed financial advisor at Fortune 45, LLC with four years of industry experience. She has worked at Fortune 45 since 2020 and previously worked at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 provides investment management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses ETF-based portfolios with technical, charting, and fundamental analysis, and explicitly discloses the use of derivatives and leverage in managed accounts.

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.

Robert Dufrene is a Series 65 licensed financial advisor with Capital South Wealth Management, LLC in Baton Rouge, LA, where he has worked since 2023. He has two years of industry experience and also serves as Assistant Director at Louisiana State University’s Gordon A. Cain Center, a position he has held since 2019. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million for about 129 clients, using fundamental analysis and a mix of long- and short-term strategies tailored to each client’s goals and risk tolerance.

Todd Gautreaux is a financial advisor at Harger and Company, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Red River Bank, and Cetera. 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 and offers both discretionary and non-discretionary management.

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.

Ryan Gisclair is a CFP® professional with 13 years of industry experience, currently serving at Capital South Wealth Management, LLC since 2016. He also holds an insurance agent role with Life Brokerage LLC and has involvement in several community organizations in Baton Rouge, including serving as president of the Estate & Business Planning Council and as a board member of LA Key Academy. Additionally, he acts as treasurer for the Law Enforcement and Criminal Justice Foundation. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million across about 129 clients, using tailored portfolios implemented through fundamental analysis and a mix of long- and short-term strategies with regular rebalancing and quarterly reviews.

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.

Thomas Taylor is a financial advisor at Capital South Wealth Management, LLC in Baton Rouge, LA, holding a Series 65 designation and bringing one year of industry experience. His background includes roles at Drax Biomass, P&S Surgical Hospital, and the Ouachita Parish Clerk of Court. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm employs a tailored approach based on client goals, time horizon, and risk tolerance, utilizing a mix of long- and short-term strategies with regular portfolio reviews.

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.

Fred Palmer is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is the principal at Palmer Wealth Management LLC in Prairieville, LA, where he has worked since 2017. Palmer also owns Fred Palmer Consulting LLC, a business focused on JD/CPA/business consulting, and operates as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans, offering fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm manages approximately $43 million for about 46 client relationships and employs tailored investment programs that include fundamental analysis, asset allocation, tax-harvesting, and model strategies, sometimes utilizing sub-advisors, options, or derivatives.

Canyon Burton Murphy is a financial advisor at Asempa Wealth Advisors in Baton Rouge, LA. He holds a Series 65 designation and began his career in financial advising in 2024. Prior to joining Asempa Wealth Advisors, his work experience includes positions at Trader Joe’s and Kroger, as well as attending Louisiana State University. Asempa Wealth Advisors provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on customized Investment Policy Statements and both discretionary and non-discretionary management. The firm integrates long-term trading with cyclical and fundamental analysis and employs modern portfolio theory to align allocations with clients’ risk tolerances and time horizons.

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.

Carl Benedict is a CFP® with 43 years of industry experience, currently serving at Legacy Wealth Concepts in Baton Rouge, LA. He has held roles with BD Wealth Advisors and Louisiana College Board of Trustees, and has been involved in various business activities including tax preparation and serving on the Board of Election Supervisors. Legacy Wealth Concepts provides portfolio management and financial planning services to individual investors, trusts, charitable institutions, and other entities. The firm combines fee-based advisory with brokerage and insurance services, managing approximately $64.8 million with a focus on non-discretionary, customized investment solutions.

Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering 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 in separately managed accounts.

Jo Ellen Kearny is a financial advisor at Apex Capital Management, L.L.C. with 26 years of industry experience. She holds the PFS™ and Series 66 designations. In addition to her advisory role, she serves as a board member of the Anton Wilbert Foundation, a nonprofit organization. Kearny also has a background as a certified public accountant with Daigrepont & Brian, APAC. Apex Capital Management is an SEC-registered firm serving individual and institutional clients with personalized investment management, financial planning, and retirement plan consulting. The firm employs fundamental analysis and customized strategies, offering different service models tailored to clients’ objectives and risk profiles.

Zaheer Poptani is a financial advisor at Asempa Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Dent Wealth Advisors for 14 years. Outside of his advisory role, Poptani is the CEO of PopRose Inc, which operates WealthTeamWork, an app designed to facilitate communication and collaboration between financial advisors, their clients, and professional service providers. He also serves on the boards of ParkZen, an AI parking app, and Max Boring. Asempa Wealth Advisors provides portfolio management services to individual and high-net-worth clients, offering customized investment policies and ongoing advice. The firm employs a combination of cyclical analysis, fundamental research, and modern portfolio theory with a long-term trading approach, managing approximately $256.5 million in discretionary assets through a small advisory team.

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.

Anthony Nicolich is a financial advisor with Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Veritas Wealth Advisors since 2005. Nicolich also works as an independent insurance agent for various insurance companies. Veritas Wealth Advisors is an independent firm that serves individuals, families, businesses, and corporations with asset management, financial planning, and business consulting. The firm employs a disciplined investment approach combining technical and fundamental analysis and offers customized strategies with periodic reviews and multi-year performance measurement.

Mawuena Takyi is a CFP® and holds a Series 66 license with 16 years of industry experience. She currently serves as an advisor at Asempa Wealth Advisors, where she has worked since 2023. Prior to that, she spent 19 years at Dent Wealth Advisors. Asempa Wealth Advisors provides portfolio management services to individual and high-net-worth clients, tailoring investment policy statements to each client’s goals and risk tolerance. The firm manages approximately $256.5 million in discretionary assets through a small advisory team and employs a long-term trading approach that integrates cyclical analysis, fundamental research, and modern portfolio theory across a broad range of investment types.

Amy Anderson is a Series 65-licensed financial advisor with 13 years of industry experience. She has been with B.F. Anderson & Company since 2013 and also works with Purcell Advisory Services, LLC. B.F. Anderson & Co., Inc. manages approximately $58.9 million across about 58 client relationships, providing discretionary and non-discretionary portfolio management for individuals, corporations, pension plans, trusts, and other entities. The firm employs a "Focused Investing" approach that integrates fundamental and technical analysis to concentrate portfolios in a select number of U.S. companies, avoiding margin and options strategies.