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Noah M

Series 65

Baton Rouge, LA

Brian Low Financial Group, LLC

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.

Retirement income strategy General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Brian L

Series 63, Series 65

Baton Rouge, LA

Brian Low Financial Group, LLC

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.

Retirement income strategy General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Lynella D

Series 63, Series 66

Baton Rouge, LA

Legacy Wealth Concepts

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.

General tax planning Long-term care insurance Cash flow / budgeting
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Christopher N

Series 66

Baton Rouge, LA

Evans Investment Advisors, L.L.C.

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.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner Retired
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James B

CFP®, ChFC®, Series 66

Baton Rouge, LA

Capital South Wealth Management, LLC

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.

General retirement planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Business exit / sale strategy
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Gregory E

CFP®, Series 63, Series 65

Baton Rouge, LA

Evans Investment Advisors, L.L.C.

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.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner Retired
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Cristina H

Series 66

Baton Rouge, LA

Rainier Wealth Planning, LLC

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.

Annuities Options & derivatives strategies Private / alternative investments College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Linda G

Baton Rouge, LA

TWRU Private Wealth Management, LLC

Linda Gibson is a CPA and financial advisor with TWRU Private Wealth Management, LLC in Baton Rouge, LA, with seven years of industry experience. She has been with TWRU since 1997, primarily focusing on her CPA role while acting as a solicitor for the firm. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with accounting services through its formal affiliation with a CPA practice and emphasizes a portfolio approach based on modern portfolio theory and asset-class diversification.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Benjamin S

Series 66

Baton Rouge, LA

Abel Hall, LLC

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.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
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Kathryn D

CFP®, Series 66

Baton Rouge, LA

Pelican Investment Advisors, LLC

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.

Annuities General estate planning guidance
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Travis S

Series 65

Greenwell Springs, LA

Prostatis Financial Advisors Group

Travis Shepherd is a financial advisor with Prostatis Financial Advisors Group, holding a Series 65 credential and 14 years of industry experience. He has previously worked at Retirement Wealth Advisors, Inc. and founded Shepherd Wealth Solutions, which offers insurance and investment advisory services. He also owns Allied Tax Advisors, a tax preparation business, and founded Capital Learning Academy, providing adult financial education courses. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets through a multi-team of about 18 advisors, employing a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework.

Active portfolio management Private / alternative investments
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Sean D

Baton Rouge, LA

Pelican Investment Advisors, LLC

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.

Annuities General estate planning guidance
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Kevin R

Baton Rouge, LA

Pelican Investment Advisors, LLC

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.

Annuities General estate planning guidance
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Andrew M

Series 65

Baton Rouge, LA

Abel Hall, LLC

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.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
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Randall R

Baton Rouge, LA

Pelican Investment Advisors, LLC

Randall Richardson is a financial advisor at Pelican Investment Advisors, LLC with 31 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and One America Securities, Inc. Outside of his advisory work, he owns a fishing camp through HHOBHGO, LLC. Pelican Investment Advisors serves individuals, high-net-worth clients, retirement plans, and businesses with tailored investment advisory and financial planning services. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary managed accounts, emphasizing regular account reviews and coordination with tax professionals.

Annuities General estate planning guidance
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Jonathan S

Series 63, Series 66

Baton Rouge, LA

Hibernia Wealth Partners, LLC

Jonathan Smith is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Stratos Wealth Partners, and Capital One Financial Advisors. Hibernia Wealth Partners, LLC manages approximately $372.5 million in client assets and serves individuals, trusts, retirement plans, and institutional investors with portfolio management, financial planning, and ERISA plan services. The firm employs tailored investment strategies incorporating fundamental, technical, and quantitative analyses and monitors third-party managers while providing limited-scope ERISA fiduciary services to retirement plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kerry U

CFP®, CFA®, PFS™

Baton Rouge, LA

TWRU Private Wealth Management, LLC

Kerry Uffman is a CFP®, CFA®, and PFS™ with 18 years of experience as a financial advisor at TWRU Private Wealth Management, LLC, where he has worked since 2001. He also has over 40 years of experience as a CPA through his own practice. Uffman is a partner with a 20% ownership interest in TWRU CPA's & Financial Advisors, which provides accounting and financial planning services. TWRU Private Wealth Management offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with tax and accounting services through its affiliation with a CPA practice and employs a strategy based on modern portfolio theory and asset-class diversification.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Billy M

Series 63, Series 65

Baton Rouge, LA

Hibernia Wealth Partners, LLC

Billy Mitchell is a financial advisor at Hibernia Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial, LLC and Stratos Wealth Partners, Ltd. Outside of advisory roles, he is a co-owner of two small businesses, B&P Operations, LLC and AB Food Mart, LLC, located in West Monroe, LA. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management and financial planning services, utilizing a variety of analytical approaches and monitoring third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert K

Series 66

Baton Rouge, LA

Hibernia Wealth Partners, LLC

Robert Kestyn is a financial advisor with Hibernia Wealth Partners, LLC in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Stratos Wealth Partners, and LPL Financial. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers customized portfolio management, financial planning, ERISA plan services, and sponsor relationships with third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lesley H

Baton Rouge, LA

Pelican Investment Advisors, LLC

Lesley Harleaux Jr. is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and Quest Capital Strategies, among others. He is also the owner of Elite Advisory Group, LLC, which provides both fixed and investment-related services. Pelican Investment Advisors offers investment management and financial planning to individuals, high net worth clients, retirement plans, and businesses. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, combining discretionary and non-discretionary managed accounts with written investment strategies and a subscription-based retainer program.

Annuities General estate planning guidance
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