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.

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.

Fred Palmer is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is the principal at Palmer Wealth Management LLC in Prairieville, LA, where he has worked since 2017. Palmer also owns Fred Palmer Consulting LLC, a business focused on JD/CPA/business consulting, and operates as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans, offering fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm manages approximately $43 million for about 46 client relationships and employs tailored investment programs that include fundamental analysis, asset allocation, tax-harvesting, and model strategies, sometimes utilizing sub-advisors, options, or derivatives.

Myrna Arroyo is a financial advisor at Progeny Wealth Management LLC in Baton Rouge, LA, holding a Series 65 license with four years of industry experience. She has worked at Progeny Wealth Management since 2021 and maintains a long-standing legal career as managing attorney at Progeny Law Firm since 2002. Outside her advisory role, she owns Roux Wine Tours LLC, a travel agency. 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 strategies. The firm combines fundamental analysis with modern portfolio theory to create tailored allocations and conducts regular account reviews, offering both discretionary and non-discretionary management.

Carl Benedict is a CFP® with 43 years of industry experience, currently serving at Legacy Wealth Concepts in Baton Rouge, LA. He has held roles with BD Wealth Advisors and Louisiana College Board of Trustees, and has been involved in various business activities including tax preparation and serving on the Board of Election Supervisors. Legacy Wealth Concepts provides portfolio management and financial planning services to individual investors, trusts, charitable institutions, and other entities. The firm combines fee-based advisory with brokerage and insurance services, managing approximately $64.8 million with a focus on non-discretionary, customized investment solutions.

Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering 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 in separately managed accounts.

Anthony Nicolich is a financial advisor with Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Veritas Wealth Advisors since 2005. Nicolich also works as an independent insurance agent for various insurance companies. Veritas Wealth Advisors is an independent firm that serves individuals, families, businesses, and corporations with asset management, financial planning, and business consulting. The firm employs a disciplined investment approach combining technical and fundamental analysis and offers customized strategies with periodic reviews and multi-year performance measurement.

Noah Mc Michael is a financial advisor at Brian Low Financial Group, LLC in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, and Northwestern Mutual. Brian Low Financial Group serves individual and high-net-worth clients with a focus on retirement investing and income generation, offering 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, and third-party money managers to manage a diverse client base.

Brian Low is a financial advisor with Brian Low Financial Group, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at his firm since 1998, with prior experience at Madison Avenue Securities, LLC and Broker Dealer Financial Services Corp. Outside of advisory work, he is involved in multiple entrepreneurial ventures, including ownership of a marketing events business and serving as a silent partner in a smoothie franchise. Brian Low Financial Group, LLC provides investment management, retirement-focused financial planning, and consulting primarily to individual and high-net-worth clients. The firm’s investment approach centers on income generation for retirement through diversified asset allocation, mutual fund and ETF selection, and disciplined portfolio rebalancing rather than market timing.

Lynella Devillier is a financial advisor at Legacy Wealth Concepts with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms, including Orion Communications, Inc. and Benedict Wealth Management, LLC. Outside of her advisory work, she is involved in a workforce management software company serving first responders and municipal governments. Legacy Wealth Concepts provides portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and other entities. The firm combines fiduciary advisory services with brokerage and insurance capabilities, managing approximately $64.8 million across a two-advisor team and offering customized investment solutions.

Christopher Naquin is an advisor at Evans Investment Advisors, L.L.C. with four years of industry experience. He holds the Series 66 designation and has worked previously at OSAIC and FSC Securities Corporation. Outside of his advisory role, he owns and operates Wayfinder CPA LLC, a firm providing bookkeeping, payroll, and tax services. Evans Investment Advisors offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing primarily no-load or low-load mutual funds and ETFs, and provides both discretionary and non-discretionary portfolio management.

James Bayard is a CFP® and ChFC® with 12 years of industry experience. He is currently a financial advisor at Capital South Wealth Management, LLC, where he has worked since 2016. Bayard is also associated with Life Brokerage LLC as an insurance agent. 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 employs tailored portfolios using fundamental analysis and both long- and short-term strategies, managing approximately $113 million for around 129 clients.

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.

Cristina Hethmon is a financial advisor at Rainier Wealth Planning, LLC with one year of industry experience. She holds a Series 66 designation and has held positions at Rainier Wealth Planning and OSAIC Wealth, Inc. Outside of advising, she serves as president of the Louisiana State University chapter of Alpha Kappa Psi, a professional business fraternity, and works as an independent insurance agent. Rainier Wealth Planning, LLC offers portfolio management, financial planning, pension consulting, and trustee services for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs fundamental analysis and modern portfolio theory with an emphasis on mutual funds, long-term trading, and options strategies, and it provides ongoing advisory monitoring and discretionary trading authority.

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.