Gregory Evans is a financial advisor with Evans Investment Advisors, L.L.C. in Baton Rouge, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at FSC Securities Corporation and OSAIC. Outside of advisory work, he is a licensed insurance agent and part owner of an LLC that owns the office building leased by his firm. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach with primarily no-load or low-load mutual funds and ETFs, supplemented by individual securities when appropriate.

Benjamin Simpson is a financial advisor with Abel Hall, LLC in Baton Rouge, LA, holding a Series 66 credential and three years of industry experience. Prior to joining Abel Hall in 2025, he worked for LPL Financial LLC for five years and has experience in several other roles, including a position at Light House Coffee. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory and consulting services. The firm employs a holistic planning process and uses value-oriented and options-based investment techniques for select ultra-high-net-worth families.

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.

Sean Davis is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Outside of his advisory work, Davis serves as a director for Louisiana Emergency Assistance, a nonprofit organization. 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 strategies tailored to clients’ objectives and risk tolerance, with regular account reviews and an emphasis on integrating tax and accounting expertise into its advisory approach.

Kevin Richardson is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 17 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Cetera Advisors, and OneAmerica Securities. Outside of his advisory work, Richardson serves as owner and president of KBR Financial, Inc., an S Corporation established for tax purposes. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm uses a variety of strategies tailored to client objectives and risk tolerances, offering both discretionary and non-discretionary accounts along with a subscription retainer program.

Andrew Miller is a financial advisor at Abel Hall, LLC in Baton Rouge, LA, holding a Series 65 designation with five years of industry experience. He has worked at Abel Hall since 2019 and previously spent five years at Brown Industries. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory services. The firm employs a holistic planning process and uses a value-oriented, options-based approach for select ultra-high-net-worth families, alongside third-party money managers and institutional mutual funds.

Randall Richardson is a financial advisor at Pelican Investment Advisors, LLC with 31 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and One America Securities, Inc. Outside of his advisory work, he owns a fishing camp through HHOBHGO, LLC. Pelican Investment Advisors serves individuals, high-net-worth clients, retirement plans, and businesses with tailored investment advisory and financial planning services. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary managed accounts, emphasizing regular account reviews and coordination with tax professionals.

Lesley Harleaux Jr. is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and Quest Capital Strategies, among others. He is also the owner of Elite Advisory Group, LLC, which provides both fixed and investment-related services. Pelican Investment Advisors offers investment management and financial planning to individuals, high net worth clients, retirement plans, and businesses. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, combining discretionary and non-discretionary managed accounts with written investment strategies and a subscription-based retainer program.

Philip Detlefs is a financial advisor at Pelican Investment Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Arthur J. Gallagher and NFP Securities, Inc. Detlefs joined Pelican Investment Advisors in 2026. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers discretionary and non-discretionary managed accounts along with a quarterly subscription retainer program without a minimum account size.

Sarah Ashley Meredith is a financial advisor at Abel Hall, LLC with a Series 65 designation and two years of industry experience. She previously worked for Taylor Porter Brooks & Phillips LLP for ten years before joining Abel Hall. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm emphasizes a holistic planning process and offers specialized value-oriented and options-based investment techniques for ultra-high-net-worth families.

Lauren Legendre is a CFP® professional affiliated with Investor FAN in Plaquemine, LA. She has one year of industry experience, with prior roles at Visible Wealth Planning and Brahman Capital, LLC. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm employs a investment approach based on Modern Portfolio Theory, utilizing various analytical methods and a diverse range of investment vehicles tailored to client goals.

Catherine Gayle is a CFP®-certified financial advisor with five years of industry experience, currently with Abel Hall, LLC. She previously worked at Deloitte & Touche, LLP and has background experience in education at St. Joseph's Academy and Louisiana State University. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic planning process and uses value-oriented and options-based techniques for select ultra-high-net-worth families, while also utilizing third-party managers and institutional mutual funds.

Leo Abel is a financial advisor with Abel Hall, LLC in Baton Rouge, LA, holding the CFP® designation and Series 63 license. He has 32 years of industry experience, including roles at Raymond James Financial and Mutual Securities, Inc. Outside of his advisory work, he assists with the business aspects of his son's music career. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan advisory. The firm employs a holistic planning process aligned with client goals and uses value-oriented and options-based techniques for select ultra-high-net-worth families.

Bret Boudreaux is a financial advisor with Pelican Investment Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Cetera and Team225 First Option Mortgage, where he was involved in mortgage management. Outside of advising, he is an insurance agent specializing in fixed insurance products. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerances, offering both discretionary and non-discretionary account management along with a subscription retainer program.

Alan Comer is a financial advisor at Pelican Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including ERG Benefits, Purshe Kaplan Sterling Investment, and LPL Financial. Outside of his advisory role, Comer is involved in tax preparation and accounting through the Louisiana Tax Advisory Group and holds ownership interests in several non-investment business entities. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of strategies tailored to clients’ goals, time horizons, and risk tolerances, combining asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term investments.

Mary Carleton is a financial advisor at E. A. Horwitz LLC with 30 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at E. A. Horwitz LLC since 2013 and Western International Securities, Inc. since 2015. Outside of her advisory role, she serves as chairman of the board for Public Radio, Inc. and is a board member of the Capital Area Reentry Coalition (CAPARC). E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a generally conservative, principal-preservation investment philosophy tailored to individual needs. The firm employs strategies such as options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining institutional trading and compliance infrastructure.

Sean O Neill is a financial advisor at Pelican Investment Advisors, LLC with a Series 65 credential and over a decade of experience in accounting and advisory services. He has worked at Pelican Investment Advisors since 2025 and previously held roles at LPL and in his own accounting practice, O'Neill, APAC, where he serves as Managing Director. Outside of his advisory work, Sean is a partner in Strategic Equitable Advisory Network, LLC, an insurance-related business. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, with regular account reviews and emphasizes collaboration with tax professionals due to potential tax implications.

John Ellender is a financial advisor with Abel Hall, LLC, holding a Series 65 designation and one year of industry experience. He has been with Abel Hall since 2023 and is also CEO and partner of Crosby & Ellender, a music and entertainment business. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement-plan consulting. The firm employs a holistic planning approach and uses a range of investment strategies, including value-oriented and options-based techniques for select ultra-high-net-worth families.

Andrew Hall is a financial advisor with Abel Hall, LLC in Baton Rouge, Louisiana. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Level Four Financial, Mutual Securities, and Raymond James Financial Services. Outside of advising, he is also involved as an insurance agent through his own firm, Andrew Philips Hall. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan consulting. The firm uses a holistic planning approach combined with asset allocation and portfolio management strategies, including specialized techniques for ultra-high-net-worth families.

Benton Foret is an advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, with over 28 years of experience in contracting and nine years in waste management through his roles at Foret Contracting Group LLC and Geaux Waste LLC. He has been with Brooks A. Foret Advisors, LLC since 2021 and joined Pelican Investment Advisors in 2026. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, offering both discretionary and non-discretionary managed accounts along with a subscription retainer program.