Christopher Dowden is a CFP® with 26 years of industry experience, currently serving at Harger and Company, Inc. since 2009. He holds the Series 63 designation and is based in Baton Rouge, LA. In addition to his advisory role, he is an officer of RL Harger and Associates, Inc. and ATM Properties, where he performs general office-related duties. 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 tailored through detailed client interviews.

Matthew Spencer is a Series 65 licensed advisor at B.F. Anderson with 15 years of industry experience. He has been with B.F. Anderson since 2008. B.F. Anderson is a state-registered investment adviser managing approximately $58.9 million for around 58 client relationships. The firm serves individuals, corporations, pension plans, trusts, estates, and other entities using a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in selected U.S. companies without employing margin or options strategies.

Budd Anderson is a financial advisor at BF/Anderson with Series 63 and Series 65 credentials and 49 years of industry experience. He has been with B F Anderson & Co. Inc since 1995. B.F. Anderson & Co., Inc. is a state-registered investment adviser managing approximately $58.9 million across about 58 client relationships. The firm provides discretionary and non-discretionary portfolio management services to individuals, corporations, pension plans, trusts, and estates, employing a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in U.S. companies without using margin or options strategies.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing 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 within separately managed accounts.

Michael Steinocher is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 65 designation. He has been with Thompson Creek Wealth Advisors since 2024. Prior to joining the firm, he worked at the University of Louisiana at Lafayette for seven years. Thompson Creek Wealth Advisors is a small, fee-only firm serving individuals, trusts, estates, pension plans, and charitable organizations, managing approximately $83.7 million across about 58 client relationships. The firm employs strategic and tactical asset allocation combined with fundamental and cyclical analysis, investing in a broad range of instruments including public securities, hedge funds, private placements, and alternative investments.

David Mcfadden is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Diversified Investment Strategies, LLC since 2005. The firm, operating as Advisor.Investments, manages discretionary portfolios for individuals, business entities, trusts, and estates, including high-net-worth clients, using a range of investment strategies across multiple asset classes. They also provide selective ancillary services such as tax preparation and insurance product arrangements.

Walter Simmons is a CPA and financial advisor with Ironwood Investment Advisers, LLC, where he has worked since 2019. He has nine years of industry experience and also serves as a partner at TWRU CPAs & Financial Advisors, focusing entirely on accounting services. Simmons is involved in referring clients to the investment adviser and receives referral fees for these introductions. 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 uses a multi-method investment approach and emphasizes customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.

Jason Rainier is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked with Lincoln Financial Advisors/OASIC FA, Inc. for 15 years and currently serves as an advisor at Rainier Wealth Planning, LLC since 2026. In addition to his financial advising role, Rainier is an IRS-enrolled agent providing tax preparation and income tax advice, and he operates a notarial services business. Rainier Wealth Planning, LLC is an investment adviser serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and trustee services, using written Investment Policy Statements, fundamental analysis, and modern portfolio theory to guide investments primarily in mutual funds and options strategies.

Jill Kindler is an investment advisor at HTB Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has been a partner at Hannis T. Bourgeois, LLP, a CPA firm specializing in business valuation, litigation consulting, and estate and trust taxes, since 2012. She also serves as a board member of Feliciana Bancshares, LLC, a community bank. 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, and retirement plan consulting. The firm collaborates closely with its affiliated CPA firm to coordinate tax and advisory services and typically delegates portfolio implementation to independent managers while overseeing client suitability and communication.

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.

Christopher Tayeh is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 65 credential with nine years of industry experience. He has been with Thompson Creek Wealth Advisors since 2015. Outside of his advisory role, Tayeh manages several non-investment-related businesses, including consulting for small businesses and overseeing a holding company for performing arts and entertainment productions. Thompson Creek Wealth Advisors is an independent firm providing fee-only investment advisory, comprehensive financial planning, and portfolio management to individuals, trusts, estates, retirement plans, and private fund investors. The firm employs a customized management approach combining strategic and tactical asset allocation across a broad range of investment vehicles, including alternatives and private placements.

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.

Lawrence Paddock is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 66 designation and with 18 years of industry experience. He has been with Thompson Creek Wealth Advisors since 2009. Outside of his advisory work, he is involved in managing several non-investment businesses including cocktail bars and a holding company related to production fees. Thompson Creek Wealth Advisors provides fee-only investment advisory, comprehensive financial planning, and portfolio management services to individuals, trusts, estates, retirement and pension plans, as well as investors in pooled investment vehicles and private funds. The firm employs a custom management approach blending strategic and tactical asset allocation across a variety of securities and alternative investments, and is notable for its advisory role with private pooled vehicles and a significant focus on non-discretionary asset management.

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.