Douglas Thompson is a financial advisor with Regatta Research & Money Management L.L.C., where he has worked since 2006. He has 11 years of industry experience. Outside of his advisory role, he owns two non-investment-related businesses: Lindseys Amusements, which offers party accessories, and Z-Sports, a sporting goods business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, and corporations. The firm employs a team of six advisors and manages a range of investment strategies that incorporate fundamental, technical, and quantitative analysis with an emphasis on alternative and structured investments.

James Dickerson is a financial advisor at FMSA with 14 years of industry experience. He holds a Series 63 designation and has worked at firms including Allstate Insurance Co, LSA Securities LLC, Physicians Mutual, Royal Alliance Associates, and N.I.S. Financial Services, Inc. Outside of his advisory work, he is involved in delivering pharmaceuticals for Louisiana Wholesale Drugs. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

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.

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.

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.

Russell Taylor is a financial advisor at Pelican Investment Advisors, LLC with three years of industry experience. He is also a tax partner and director at Taylor & Matthews, CPAs, where he has worked for 19 years. In addition to his advisory roles, Taylor serves as president of GSTAG LLC, a business consulting firm. 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 and integrates accounting and tax expertise through its ownership team.

Jason Inman is a financial advisor at Signal Advisors Wealth, LLC with 22 years of industry experience. He holds a Series 65 designation and has previously worked at Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Inman is also involved in non-investment-related insurance activities through Legacy Wealth Partners and Level Four Insurance Services. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their clients, offering portfolio management, model access, and retirement plan consulting. The firm employs a primarily top-down, tactical asset allocation strategy supplemented by fundamental, quantitative, and technical analysis.

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.

Jason Doise is a financial advisor with Signal Advisors Wealth, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, having previously worked at Level Four Financial, LPL Financial, OneAmerica Securities, and American United Life. He is also involved in business consulting through Level Four Business Solutions. Signal Advisors Wealth operates a turnkey asset management platform that supports independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting services. The firm emphasizes a tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while allowing advisors to maintain client relationships and suitability decisions.

Raymond Panquerne is a CFP® professional with 18 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has prior experience at Legacy Wealth Partners, Level Four Advisory Services, and CFG Advisors LLC. Outside of his advisory role, he is an insurance agent and a partner in a real estate investment venture. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting with a primarily top-down, tactical asset allocation approach.

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.

Benjamin Rushing is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Presley Wealth Management, Stifel Nicolaus, and Clary Suba Neale. Before his advisory career, he worked for Geaux Clean. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing both discretionary model portfolios and advisor-managed models with various analytical approaches.

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.

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.

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.

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.

Luke Trosclair is a CFP® professional with 20 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC since 2021. He is also the founder and president of Trosclair Wealth Management, LLC, which he created to grow his practice. His prior roles include work at Wealth Solutions, LLC and The Pension Center, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Sean Harris is a financial advisor with Empower Advisory Group in Gonzales, Louisiana, holding Series 63 and Series 65 licenses and six years of industry experience. His professional background includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as earlier work in telecommunications and academia. Outside of his advisory role, he works as an attorney/paralegal reviewer, focusing on document analysis and legal research. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach while serving a large participant base relative to its advisor headcount.

Matthew Kennedy is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Presley Wealth Management and Eqis Capital Management, Inc. in previous roles. Outside of his advisory work, he is involved as an insurance agent through The Presley Group, LLC, focusing on life, health, accident insurance, and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages portfolios primarily through discretionary model portfolios and offers various ERISA services, supporting both direct and third-party advisor clients with a strong emphasis on standardized model and platform solutions.

Kevin Lemmon is a financial advisor with Bankers Life Advisory Services, Inc. in Baton Rouge, LA, holding a Series 66 designation and 17 years of industry experience. He has been with various Bankers Life entities since 2010. In addition to his advisory role, he manages and trains over 60 insurance agents, assisting individuals and families with fixed annuities and insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth clients through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client objectives.