John Lensing is a financial advisor with Alden Investment Group, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Kestra Advisory and Cetera, among others. He also owns Lensing Financial Solutions, LLC, a financial services firm. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary and third-party strategies and maintains a platform that integrates held-away account management and employee education services for employer plans.

Kantrell Moore is a financial advisor at One Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining One Capital Management in 2021, he worked at Primerica Advisors and Primerica Financial Services, and he has experience at Rabel Family Dentistry. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base that includes individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and sub-advisory services, combining active large-cap equity management with ETFs and diversified fixed income to build globally balanced, customized portfolios.

Kevin Brooks is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He has worked at StoneX Advisors since 2016 and has been associated with StoneX Securities since 2005. Brooks holds the Series 63 and Series 65 designations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a range of strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Todd Cooke is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors and Kovack Securities since 2004. Prior to that, he spent nearly three decades at Albemarle Corporation. He is also president of Cornerstone Investment Services, LLC, an investment advisory firm. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally created and third-party investment models supported by an Envestnet workflow.

Albert Judson is a financial advisor at Copper Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and is notable for its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its affiliation with CommunityAmerica Federal Credit Union.

Robert Mclaughlin III is a financial advisor with StoneX Advisors Inc. in Baton Rouge, LA, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He has worked with StoneX Advisors since 2016 and StoneX Securities since 2005. Outside of his advisory role, Mclaughlin serves on the board of Manresa House of Retreats. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related advisory services. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, third-party money managers, and multiple account platforms.

Andrew Thomas is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Axxcess Wealth Management since 2015. Prior to that, he was associated with Arete Wealth Management LLC and Arete Wealth Advisors, LLC from 2009 to 2020. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Patrick Talamo is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He has previously worked with Gulf Coast Bank & Trust and LPL Financial. Talamo serves on the finance board of Our Lady of Mercy. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, incorporating fundamental, technical, and cyclical analysis.

Alan Mc Clure is a financial advisor with Lifemark Securities Corp. in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Lifemark Securities since 2018 and previously at Foresters Equity Services, Inc. from 2015 to 2018. In addition, he serves as a research assistant at Logical Investments, where he performs office administrative tasks and data management. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and delivers suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

John Heath is a financial advisor with Signal Advisors Wealth, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has previously worked with Copperleaf Capital, LLC and has been with Signal Advisors since 2022. Outside of his advisory role, Heath serves as president of MRF Marketing, where he manages marketing activities for his personal brand. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting a higher-than-typical client load per advisor.

Dedrick Lewis is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Shane Bennett is a financial advisor with Centaurus Financial, Inc., holding a Series 66 credential and bringing 20 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he owns and operates a tax preparation and accounting firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, with a mix of discretionary and non-discretionary arrangements, and employs various analytical methods including fundamental and technical analysis.

John Hartmann is a financial advisor with Centaurus Financial, Inc. in Baton Rouge, LA, holding a Series 66 designation and 26 years of industry experience. He has been with Centaurus Financial since 2002. Outside of advisory work, he is a CPA and owner of Bennett & Bennett Associates, Inc., where he spends significant time on audit representations, IRS correspondence, and tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through various platforms, employing both discretionary and non-discretionary arrangements and a range of analytical approaches.

Connie Lieux is a financial advisor with CWM, LLC holding a Series 66 designation and nine years of industry experience. She has worked with several firms including Shobe & Associates, Inc. and Raymond James Financial Services, Inc. Connie also provides operational support to representatives within CWM, including compliance and day-to-day operations. 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 offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee.

Fred Dent III is a CFA® charterholder with 18 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously led Dent Wealth Advisors for 28 years. He holds Series 63 and Series 65 licenses and is based in Baton Rouge, LA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Brett Hoeflich is a financial advisor with Eagle Strategies (New York Life) based in Baton Rouge, LA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Michael Sotile III is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has worked at Raymond James and Associates and has experience in other business activities including a co-broker agreement with Patrick Benefits, LLC for employer group benefits. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures emphasizing recommendation-based, non-discretionary advice.

Barwick Barfield Jr. is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. He has been with TLG Advisors and The Leaders Group Inc. since 2007. In addition to his advisory role, he is an independent insurance agent based in Baton Rouge, LA. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer program called Starlight Portfolios.

Lisa Scrantz is a Series 66 licensed advisor with 31 years of industry experience, currently serving at Centaurus Financial, Inc. since 2002. She also owns and manages Bennett & Bennett Associates, Inc., which provides tax preparation, consulting, and accounting services. Additionally, she is involved in ranching through Scrantz Cattle Ranch/Farm, focusing on beef cattle sales and management. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management, and retirement-plan consulting using a variety of analytical approaches and both discretionary and non-discretionary arrangements.