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.

Austen Delahaye is a financial advisor at Almanack Investment Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life and Eagle Strategies. In addition to his advisory role, he is a partner in an insurance brokerage based in Baton Rouge. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs model asset allocation portfolios focusing on diversified, risk-conscious strategies and manages pooled vehicles and private funds alongside separate accounts.

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.

Dania Tanguis is a financial advisor with Ethos Financial Group, LLC in Baton Rouge, LA, holding a Series 63 designation and 34 years of industry experience. Her prior roles include positions at Mercap Securities, Almanack Investment Partners, Peters Wealth Advisors, and Dominion Investor Services. In addition to her advisory work, she is licensed as an insurance agent and sells a range of insurance products including life and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial and estate planning, insurance recommendations, and consulting services. The firm employs model portfolios and a Core Allocation strategy focused on diversified, risk-conscious index-based exposures, supplemented by third-party research and optional tax overlay management.

Anthony Burton is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. Prior to joining Regal in 2018, he worked at Questar Asset Management for one year. Outside of his advisory role, Burton is involved in insurance sales through The Burton Group and operates a tractor service business. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across a range of asset types. The firm serves individual, charitable, and corporate clients through a delegated management approach.

Rory Richard is a financial advisor at Sound Income Strategies, LLC with 12 years of industry experience and holds a Series 65 credential. His prior work includes roles at Portfolio Dynamix, Lifeworks Advisors, and Retirement Wealth Advisors. Outside of his advisory work, he volunteers as an assistant football and baseball coach at St. Pius Elementary School. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented investment strategies combined with fundamental and technical analysis and offers asset management, financial planning, and ERISA plan services.

Meagan Shields is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Peters Wealth Advisors, Llc and Louisiana Workers Compensation Corporation. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations with investment management and financial planning services. The firm employs model portfolios and a Core Allocation approach focusing on diversified, risk-conscious investments through various vehicles, supplemented by third-party research and operational AI tools.

Bryson Mc Guffey is a financial advisor at AWM Capital, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Motion Group and Frontline Athlete Management. Outside of his advisory role, he serves as an adjunct professor teaching Sports Law at LSU Paul M. Hebert Law Center. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a liability-driven investing approach and offers a range of services including financial planning, asset management, and business consulting.

Charles Duplechain is a financial advisor with Guardian Life in Baton Rouge, LA, holding a Series 66 credential and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2018, with prior roles at Hancock/Whitney Bank and Edward Jones. Outside of his advisory role, he maintains an LLC for personal health insurance purposes. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, including high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Kellie Bass is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Ellis Insurance & Financial Group and NYLife Securities since 2006. She is also a notary public, providing notary services to clients without charge to assist with financial documents such as spousal consents on 401(k) rollovers. Eagle Strategies serves a diverse client base including individuals and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Corey Luckett is a Certified Financial Planner (CFP®) with 17 years of industry experience, currently serving as a wealth advisor at Carson Wealth. He has worked with multiple financial firms, including Luckets Wealth Management, The Shobe Financial Group, and Raymond James Financial Services. His background includes extensive experience in financial planning and portfolio management. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios, providing tailored investment solutions and ongoing portfolio oversight.

Casey Clark is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in Baton Rouge, Louisiana, with one year of industry experience. Prior to joining the firm, Clark worked in various roles including at Hollywood Casino and the Baptist Association of Greater Baton Rouge. Outside of advisory services, Clark is also appointed as an insurance agent with Bankers Life and Casualty Company, selling Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Donald Whittington is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has one year of industry experience with prior roles at Park Avenue Securities and Iron Horse Financial. Before entering the financial industry, he worked for ExxonMobil for 16 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending solutions.

Reginald Wheeler is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Partners Insurance LLC, Horace Mann Companies, Prudential Insurance Company of America, Guardian Life, and Advised Assets Group, LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered employer retirement plans. The firm provides investment management through model and customized portfolios and acts as adviser to a donor-advised fund.

Shawna Goodly is a financial advisor with Carson Wealth in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Fidelity, Raymond James Financial Services, and Financial Benefits, Inc. She also works as an insurance agent selling life, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, retirement plan services, and access to tailored investment solutions supported by an Investment Committee and integrated technology partnerships.

Jason Windham is a CFP® and ChFC® with 28 years of experience in the financial industry. He currently serves as a wealth advisor with Carson Wealth and its affiliated entities, having previously worked at Raymond James Financial Services and the Edsa Group. Windham is also active in his local community as a committee member involved in finance and long-range planning at the Country Club of Louisiana. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, retirement plan services, and leverages an Investment Committee to develop model portfolios, offering tailored solutions and integrating custodial and technology resources to support execution and reporting.

Charles Bombet II is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. He holds the CFP® designation and has 36 years of industry experience. He has been associated with New York Life Insurance Company since 1988 and operates The Bombet Company LLC, focusing on insurance brokering. Outside of advisory activities, he is a member of an LLC that owns a personal aircraft and supports the Seth Abraham Bombet Osteosarcoma Research Fund. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Walker Johnson is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. His prior roles include positions at Western and Southern Insurance Company, Edward Jones, Merrill, and Morgan Stanley. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, combining advisor-led discretionary management with model-based strategies and proprietary tools.

Gordon Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 50 years of industry experience. Ellis has worked with NY Life Insurance Company since 1969 and operates Ellis Insurance & Financial Group. He serves as president of the One Oak Square Office Park & Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

Cassidy Russo is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has previously been affiliated with Russo Financial Group LLC and has worked with Nylife Securities LLC and New York Life Insurance Company for 15 years. Russo is a board member of the Mallard Crossing Homeowners Association, where she participates in decision-making for neighborhood improvements. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory program types and focuses on tailored recommendations, managing the majority of its assets on a non-discretionary basis.