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.

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.

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.

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.

Beverly Robinson is a financial advisor with Axion Wealth Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Laurel Wealth Advisors for nine years and is also associated with Integrated Wealth Concepts, LLC. In addition to her advisory roles, she is a licensed insurance agent. Axion Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, employing a range of investment strategies including mutual funds, equities, ETFs, fixed income, and options. The firm uses cyclical, fundamental, and technical analysis and maintains ongoing client account reviews and reporting.

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.

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.

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.

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.

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.