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.

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.

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 three years of industry experience. She holds a Series 65 designation and has worked at Ethos Financial Group since 2022, with prior experience at Peters Wealth Advisors, LLC and the Louisiana Workers Compensation Corporation. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, offering investment management alongside financial and estate planning, insurance recommendations, and consulting. The firm employs model portfolios and a core allocation approach focused on diversified, risk-conscious investments implemented through various account types and manager selections.

Deborah Anselmo is a financial advisor with IP Financial Advisory Services LLC and holds Series 63, 65, and 66 licenses. She has 30 years of industry experience and previously worked at Brian Low Financial Group and Centaurus Financial INC. In addition to her advisory work, she is a notary and operates The Anselmo Group, LLC, a marketing and branding business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides access to third-party managers, focusing mainly on non-high-net-worth investors and retirement plan participants.

Charles Duplechain is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Hancock/Whitney Bank. He also maintains a health insurance LLC unrelated to investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charities, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

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 CFP® certificant affiliated with CWM, LLC, bringing 17 years of industry experience. He has a background working with Luckets Wealth Management and The Shobe Financial Group and currently serves as a wealth advisor within several CWM-affiliated entities. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house committee and provides a range of services such as portfolio management, financial planning, and retirement plan solutions.

Casey Clark is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 credential and has one year of industry experience. Prior to his current role, he worked at Hollywood Casino and with the Baptist Association of Greater Baton Rouge. Outside of advising, Clark is also an insurance agent and unit field trainer with Bankers Life and Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Donald Whittington is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Iron Horse Financial. Prior to entering financial services, he worked at ExxonMobil for 16 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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 at CWM, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Fidelity Brokerage Services, and Shobe & Associates. She also sells life, disability, annuities, and long-term care insurance as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and uses model portfolios governed by an in-house Investment Committee.

Jason Windham is a CFP® and ChFC® credentialed advisor with 28 years of industry experience. He is currently a wealth advisor at CWM, LLC, where he has been since 2023. His prior work includes long-term roles at Raymond James Financial Services, Inc. and managing operations for Financial Benefits, Inc. Windham serves as a committee member for the Country Club of Louisiana, contributing to finance and long-range planning. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm employs a discretionary portfolio management approach using model portfolios and offers a broad range of services, including financial planning and retirement-plan solutions.

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 financial advisor at Guardian Life with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Western and Southern Insurance Company. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.