Emily Johnson is a financial advisor at Valley Oak Investment Strategies LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Valley Oak Financial PLLC, APEX CPA's and Consultants, Hannis T Bourgeois, and William D Mercer, CPA. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a diverse client base including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning for business owners and utilizes third-party model portfolios and platforms such as the Altruist Model Marketplace to implement customized investment strategies.

Christopher Nicolich is a financial advisor at Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. Prior to joining Veritas Wealth Advisors in 2025, he spent twelve years at Brian Harris Auto Group. Veritas Wealth Advisors serves high-net-worth individuals, families, and businesses, offering active portfolio management alongside financial planning and business consulting. The firm employs a disciplined, rules-based investment process that integrates technical and fundamental analysis and proprietary strategies, typically managing assets on a discretionary basis with quarterly 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.

Canyon Burton Murphy is a financial advisor at Asempa Wealth Advisors in Baton Rouge, LA. He holds a Series 65 designation and began his career in financial advising in 2024. Prior to joining Asempa Wealth Advisors, his work experience includes positions at Trader Joe’s and Kroger, as well as attending Louisiana State University. Asempa Wealth Advisors provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on customized Investment Policy Statements and both discretionary and non-discretionary management. The firm integrates long-term trading with cyclical and fundamental analysis and employs modern portfolio theory to align allocations with clients’ risk tolerances and time horizons.

Chad Lefebvre is a financial advisor at Ironwood Investment Advisers, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Ironwood Investment Advisers since 2018. Prior to that, he worked at TWRU for 11 years. Ironwood Investment Advisers provides ongoing portfolio management to individual and high-net-worth clients, as well as advisory services for tax-qualified retirement plans and non-qualified deferred compensation arrangements. The firm employs a multi-method investment approach and offers customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.

Howard Cranford is a CFP® professional with five years of industry experience, currently serving as an advisor at Sturman Wealth Advisors in Baton Rouge, LA. His prior experience includes roles at Merrill Lynch and as a freelance paraplanner, as well as managing Buff Your Finances for six years. Cranford also owns CreatorBooks, a bookkeeping service for online content creators. Sturman Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary investment management using primarily low-cost, diversified mutual funds and ETFs, with a fiduciary approach and active management of held-away participant accounts.

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.

Jo Ellen Kearny is a financial advisor at Apex Capital Management, L.L.C. with 26 years of industry experience. She holds the PFS™ and Series 66 designations. In addition to her advisory role, she serves as a board member of the Anton Wilbert Foundation, a nonprofit organization. Kearny also has a background as a certified public accountant with Daigrepont & Brian, APAC. Apex Capital Management is an SEC-registered firm serving individual and institutional clients with personalized investment management, financial planning, and retirement plan consulting. The firm employs fundamental analysis and customized strategies, offering different service models tailored to clients’ objectives and risk profiles.

Zaheer Poptani is a financial advisor at Asempa Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Dent Wealth Advisors for 14 years. Outside of his advisory role, Poptani is the CEO of PopRose Inc, which operates WealthTeamWork, an app designed to facilitate communication and collaboration between financial advisors, their clients, and professional service providers. He also serves on the boards of ParkZen, an AI parking app, and Max Boring. Asempa Wealth Advisors provides portfolio management services to individual and high-net-worth clients, offering customized investment policies and ongoing advice. The firm employs a combination of cyclical analysis, fundamental research, and modern portfolio theory with a long-term trading approach, managing approximately $256.5 million in discretionary assets through a small advisory team.

Ronald Gagnet is an investment advisor with HTB Wealth Advisors, LLC and holds a Series 65 credential. He has over 40 years of experience as a partner at Hannis T. Bourgeois, LLP, a CPA firm in Baton Rouge, Louisiana. HTB Wealth Advisors provides investment advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, offering discretionary managed accounts, asset-allocation programs through third-party managers, and retirement plan consulting. The firm integrates advisory and accounting services through its affiliation with Hannis T. Bourgeois, LLP, facilitating coordinated financial planning and portfolio management.

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.

Mawuena Takyi is a CFP® and holds a Series 66 license with 16 years of industry experience. She currently serves as an advisor at Asempa Wealth Advisors, where she has worked since 2023. Prior to that, she spent 19 years at Dent Wealth Advisors. Asempa Wealth Advisors provides portfolio management services to individual and high-net-worth clients, tailoring investment policy statements to each client’s goals and risk tolerance. The firm manages approximately $256.5 million in discretionary assets through a small advisory team and employs a long-term trading approach that integrates cyclical analysis, fundamental research, and modern portfolio theory across a broad range of investment types.

Amy Anderson is a Series 65-licensed financial advisor with 13 years of industry experience. She has been with B.F. Anderson & Company since 2013 and also works with Purcell Advisory Services, LLC. B.F. Anderson & Co., Inc. manages approximately $58.9 million across about 58 client relationships, providing discretionary and non-discretionary portfolio management for individuals, corporations, pension plans, trusts, and other entities. The firm employs a "Focused Investing" approach that integrates fundamental and technical analysis to concentrate portfolios in a select number of U.S. companies, avoiding margin and options strategies.

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.

Kathleen Osborne Davis is a financial advisor with Capital Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and Valic Investment Services Company. She has also worked as an independent insurance agent for over two decades. Outside of her advisory work, she volunteers with the Tri Delta Sorority. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as limited-scope fiduciary services to retirement plans. The firm employs a fundamental analysis approach with multi-year investment horizons, utilizing mutual funds, ETFs, and occasionally individual securities, and incorporates third-party platforms such as Envestnet and SEI in its offerings.