Chad Lefebvre is a financial advisor at Ironwood Investment Advisers, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Ironwood Investment Advisers since 2018. Prior to that, he worked at TWRU for 11 years. Ironwood Investment Advisers provides ongoing portfolio management to individual and high-net-worth clients, as well as advisory services for tax-qualified retirement plans and non-qualified deferred compensation arrangements. The firm employs a multi-method investment approach and offers customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.

Howard Cranford is a CFP® professional with five years of industry experience, currently serving as an advisor at Sturman Wealth Advisors in Baton Rouge, LA. His prior experience includes roles at Merrill Lynch and as a freelance paraplanner, as well as managing Buff Your Finances for six years. Cranford also owns CreatorBooks, a bookkeeping service for online content creators. Sturman Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary investment management using primarily low-cost, diversified mutual funds and ETFs, with a fiduciary approach and active management of held-away participant 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.

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.

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.

Kathleen Osborne Davis is a financial advisor with Capital Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and Valic Investment Services Company. She has also worked as an independent insurance agent for over two decades. Outside of her advisory work, she volunteers with the Tri Delta Sorority. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as limited-scope fiduciary services to retirement plans. The firm employs a fundamental analysis approach with multi-year investment horizons, utilizing mutual funds, ETFs, and occasionally individual securities, and incorporates third-party platforms such as Envestnet and SEI in its offerings.

Beverly Robinson is a financial advisor with Axion Wealth Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Laurel Wealth Advisors for nine years and is also associated with Integrated Wealth Concepts, LLC. In addition to her advisory roles, she is a licensed insurance agent. Axion Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, employing a range of investment strategies including mutual funds, equities, ETFs, fixed income, and options. The firm uses cyclical, fundamental, and technical analysis and maintains ongoing client account reviews and reporting.

Linda Gibson is a CPA and financial advisor with TWRU Private Wealth Management, LLC in Baton Rouge, LA, with seven years of industry experience. She has been with TWRU since 1997, primarily focusing on her CPA role while acting as a solicitor for the firm. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with accounting services through its formal affiliation with a CPA practice and emphasizes a portfolio approach based on modern portfolio theory and asset-class diversification.

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.

Jonathan Smith is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Stratos Wealth Partners, and Capital One Financial Advisors. Hibernia Wealth Partners, LLC manages approximately $372.5 million in client assets and serves individuals, trusts, retirement plans, and institutional investors with portfolio management, financial planning, and ERISA plan services. The firm employs tailored investment strategies incorporating fundamental, technical, and quantitative analyses and monitors third-party managers while providing limited-scope ERISA fiduciary services to retirement plan sponsors.

Kerry Uffman is a CFP®, CFA®, and PFS™ with 18 years of experience as a financial advisor at TWRU Private Wealth Management, LLC, where he has worked since 2001. He also has over 40 years of experience as a CPA through his own practice. Uffman is a partner with a 20% ownership interest in TWRU CPA's & Financial Advisors, which provides accounting and financial planning services. TWRU Private Wealth Management offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with tax and accounting services through its affiliation with a CPA practice and employs a strategy based on modern portfolio theory and asset-class diversification.

Billy Mitchell is a financial advisor at Hibernia Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial, LLC and Stratos Wealth Partners, Ltd. Outside of advisory roles, he is a co-owner of two small businesses, B&P Operations, LLC and AB Food Mart, LLC, located in West Monroe, LA. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management and financial planning services, utilizing a variety of analytical approaches and monitoring third-party managers.

Robert Kestyn is a financial advisor with Hibernia Wealth Partners, LLC in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Stratos Wealth Partners, and LPL Financial. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers customized portfolio management, financial planning, ERISA plan services, and sponsor relationships with third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Paul Saltaformaggio is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at LPL Financial LLC since 2016 and was previously with Stratos Wealth Partners from 2016 to 2022. Outside of his advisory role, he serves as a church cantor at Our Lady of Mercy Catholic Church. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets for individuals, trusts, retirement plans, and institutional investors. The firm offers tailored portfolio management, financial planning, ERISA plan services, and third-party manager relationships, employing a variety of investment strategies including fundamental, technical, and quantitative analyses.

Sara Downing is a financial advisor with TWRU Private Wealth Management, LLC, based in Baton Rouge, LA, with 17 years of industry experience. She has been with TWRU since 2008 and is also associated with Thomas, Wilson, Ragusa, Uffman & Co. since 1991. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment approach is based on modern portfolio theory and asset-class diversification, using institutional mutual funds and model portfolios, with a formal affiliation to a CPA practice that integrates investment, tax, and fiduciary services.

David Johnson is a CFP® professional with seven years of experience at TWRU Private Wealth Management, LLC, based in Baton Rouge, LA. He has worked exclusively within the TWRU group since 2011, including roles at TWRU CPAs and Financial Advisors. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with tax and accounting services through its affiliation with a CPA practice and employs a portfolio approach based on modern portfolio theory and asset-class diversification.

Nathan Irby is a financial advisor at Westpark Wealth Advisors, Inc. in Baton Rouge, LA, holding CFP® and Series 66 credentials with nine years of industry experience. Prior to joining Westpark in 2019, he worked at Bank of America, Merrill, Robert Half International, and Trenegy Inc. He serves on nonprofit boards including the Louisiana Conference of the United Methodist Church Board of Pensions and Health Benefits and supports financial planning for University United Methodist Church. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and offers portfolio management through wrap-fee programs and third-party managers, often involving non-discretionary client approval of trades.

John Webb is a financial advisor at Hibernia Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial LLC, and Hibernia Wealth Partners since 2022. Outside of finance, he has experience in the hospitality industry, including working at Zea Rotisserie and Bar. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets for individuals, trusts, retirement plans, and institutional investors. The firm offers tailored portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, incorporating diverse investment strategies and oversight of third-party managers.

Ryan Bowker is a financial advisor at Crescent Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Crescent Wealth Advisory since 2023. In addition to his advisory role, Bowker is the North American Key Account Manager at Shell PLC, a multinational energy company, where he has been employed since 2013. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative investment solutions, including client-directed cryptocurrency accounts.

Lana Odom is a CPA and financial advisor with TWRU Private Wealth Management, LLC, based in Baton Rouge, LA. She has 10 years of industry experience and has been associated with TWRU CPAs since 2005. Lana spends the majority of her time in her CPA role and acts as a solicitor for TWRU Private Wealth Management. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with accounting services through its affiliation with a CPA practice and employs a portfolio approach based on modern portfolio theory and asset-class diversification.